Asset Research & Portfolio Support Associate
Listed on 2026-10-18
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Finance & Banking
Portfolio & Asset Management, Financial Analyst
D.A. Davidson & Co.’s Managed Assets Research Department supports advisors and clients with mutual funds, ETFs, and SMA investment solutions. The role focuses on research, communications, and portfolio review support to deliver high-quality investment insights.
Ideal candidates have a finance-related degree, strong writing skills, and 2+ years in financial services;
Series 7/65/66 or willingness to obtain is required, with CFA/CAIA pursued positively.
As a Asset Research & Portfolio Support Associate, you will play an important part at D.A. Davidson in Washington, DC, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Asset Research & Portfolio Support Associate role in the description above.
We appreciate your interest in this position.
Join D.A. Davidson and contribute to our ongoing work.
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