Institutional Equity Sales & Operations Associate

    • Job Tracking ID: 85444-329352
    • Job Location: Portland, ORE
      Denver, CO
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: 08/18/2021
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
Invite a friend
facebook LinkedIn Twitter Email


Job Description

D.A. Davidson & Co. - The Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

Summary/Function:
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company specializing in wealth management, financial planning, equity & fixed income capital markets, investment banking, award- winning research, CD underwriting, public finance and more.

Within the Equity Capital Markets division, we seek motivated individuals who will embrace the cultural imperatives for the group: high performance; team alignment; competitive urgency; and honesty and integrity.

We are adding a junior role to our experienced Sales & Trading team, specifically in Denver, CO or Portland, OR. This person would work closely with existing Sales and Operations professionals across all of our Institutional Equities offices. Duties and responsibilities to allow our experienced professionals to be more productive with their time. The candidate should expect broad exposure to equity research, sales and operations. As a Sales Associate, this role will work in a team environment with a primary focus of supporting client interactions, calendaring and data entry.

Experience and Skills

Qualifications:
* Undergraduate degree in Business, Finance, Accounting, or Economics are desirable, or equivalent work experience
* Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment
* Prior equity sales or trading support experience is helpful, but not required
* Currently licensed or ability to work toward securities industry licensing, such as the SIE, Series 7, 63 and 99.
* Strong communications skill and a high-level of interest in a team atmosphere
* Organizational skills
* Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
* Flexible and adaptable to evolving tasks and requests - each day is different
* High level of integrity, work ethic and desire to build a career

Duties:
* Supporting role for the Sales Team in terms of data entry and analysis.
* Supporting role in Equity Trading Operations
* Represent the company professionally in public as an individual who is supportive of D.A. Davidson’s goals.
* Perform any other duties as assigned.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.