Managed Assets Research Associate
D.A. DavidsonSeattle, Washington, United States
Posted September 26, 2025
90000 - 110000 USD year
Full Time
About the Company
D.A. Davidson Companies is a diversified financial services firm founded in 1935, offering a range of services including wealth management, investment banking, and capital markets. Known for its personalized approach and employee ownership model, the company leverages its research expertise and extensive network to provide high-impact solutions to clients. With seven distinct business units across the U.S., D.A. Davidson is committed to delivering strong values rooted in tradition and a deep sense of responsibility to its communities.
Job Description
D.A. Davidson Companies is a seasoned employee-owned company seeking a Managerial Assets Research Associate. The role focuses on supporting the firm’s advisors and clients through research, asset allocation, and communication. The position requires a proactive individual interested in the financial markets, with a preference for candidates with CFA or CAIA charter.
Requirements
- Bachelor’s degree in economics, business, marketing or related field
- Series 7 & 65/66, or willingness to obtain
- Progress toward, or desire to pursue, CFA or CAIA designation
- 2+ years of experience in the financial services industry
- Strong writing and proofreading skills
- Proficiency in Microsoft Office applications (Excel, Word, PowerPoint)
Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving
