Hiring: Managed Assets Research Associate Company: D.A. Davidson Companies Location: Seattle, WA Job Posted Time: 2026-09-10 11:17:33 Target Skills & Keywords : CFA, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 7 About the job Experience: •2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors •90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! •Over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! Required Skills: •Provide research and marketing support, as needed, to the department’s director and broader team •Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums •Maintaining and developing investment reports and note templates •Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications •Keeping organized files for our internal and external publications and other department activities, as appropriate •Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email •Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s Qualifications: •Bachelor’s degree in economics, business, marketing or related field required •Series 7 & 65/66, or willingness to obtain •Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively •Strong writing and proofreading skills •Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus •Strong communication skills, written and verbal, with excellent organizational skills •Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment Compensation: •$90,000 - $110,000 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!