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 Institutional Equity Research Associate

Details
Country: USA
Location: Oregon-Portland Lake Oswego, OR 97035
Total applied: 16
Salary/Wage:Compensation (salary + bonus) to be determined
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:1+ to 2 Years
Education Level:Bachelor's Degree
Location:Lake Oswego, OR 97035
Status:Full Time, Employee
Occupations:Financial Analysis/Research/Reporting;Securities Analysis/Research
Career Level:Entry Level
Relevant Work Experience:1+ to 2 Years
Institutional Equity Research Associate

Description:

Support research analyst(s). Format, edit and write research reports as directed by Senior Research Analysts. Research market and industry trends and company specifics using trade magazines, local papers, government publications and the Internet extensively. Maintain and update data in models and create tables and graphs that clearly illustrate the information. Responsible for regional research distribution, both internally and externally. Compile and publish Daily Research Notes, a daily highlight of new information on companies covered.



    May assist analyst(s) in: Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups; Preparing reports, opinions, recommendations and statistical data for dissemination to firm clients and the investing public; Answering inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups. 



Qualifications:

Self starter. Bachelor’s Degree required. Background in Finance, Accounting or Economics helpful.  Strong desire to work in investment industry.  1-2 years relevant work experience is a must.  Proven analytical and organizational skills.  Ability to work well within a team, as well as follow through on projects independently.  Must demonstrate a proficiency with MS Office products (Word, Excel, and graphics) and the Internet.  Series 7/63/86/87 licenses or willingness to obtain them a plus.  Strong communication, presentation and sales skills. 



Company Description:

D.A. Davidson is a regional investment banker/broker (and one of the largest security firms in the Pacific Northwest) providing both original and correspondent research to our system of retail and institutional brokers. Our Institutional Research Department (the former Jensen Securities), based in Portland, OR, provides original research to both retail and institutional clients across North America. Our research is supported by professional sales and trading, including market making.  For more information on D.A. Davidson & Co., please see our web page at www.davidsoncompanies.com

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