Institutional Equity Sales Associate

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.

Summary/Function:

D.A. Davidson is seeking a dynamic and driven Institutional Sales Associate to join our Equity Capital Markets, Institutional Equities team in New York City. This is an exciting opportunity for a motivated individual to work closely with senior sales professionals, analysts, and traders in a fast-paced, client-focused environment. The ideal candidate is intellectually curious, team-oriented, and passionate about the financial markets.

• Collaborate daily with senior institutional sales representatives to support client engagement and business development efforts.
• Draft and distribute morning market notes and relevant research to clients.
• Manage and track client communications, including logging interactions in a CRM system.
• Coordinate and attend meetings with research analysts, management teams, and institutional clients.
• Work closely with D.A. Davidson’s research analysts and trading desk to fulfill client requests and provide timely market insights.
• Assist in the distribution of financial models & research reports
• Participate in daily and weekly sales and trading meetings to stay informed on market trends and firm initiatives.
• Generate ideas and provide strategic thinking to enhance client service and drive revenue.
• Entertain clients and represent the firm at industry events and meetings.
• Adapt to a dynamic workflow with evolving priorities and responsibilities.

• Bachelor’s degree, ideally with a concentration in Finance, Accounting, Economics.
• 1–2 years of experience in finance or a related industry is a plus, but not required.
• Strong verbal and written communication skills.
• Self-starter with a high degree of initiative and integrity.
• Proficient in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
• Solid understanding of financial concepts, macroeconomics, and current market events.
• Demonstrated ability to thrive in a collaborative, team-oriented environment.
• Strong work ethic, attention to detail, and a passion for financial markets.
• Flexible and adaptable to changing tasks and priorities.
• Intellectually curious with a desire to learn and grow within the organization.
• Personable and engaging, with the ability to build strong relationships internally and externally.

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

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, sex, gender, gender expression, 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.

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