{"id":672849,"url":"https://alion.io/job/dadavidson-managed-assets-research-associate","title":"Managed Assets Research Associate","company":{"id":673071,"name":"D.A. Davidson","domain":"dadavidson.com","url":"https://alion.io/company/dadavidson","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":82,"open_postings":11,"ghost_share":0,"stale_share":0.727,"repost_share":0,"time_to_fill_p50_days":38,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Science & Research","role_family":"Science & Research","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Seattle, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2025-09-26T20:13:42Z","employer_posted_date":"2025-09-26","last_verified_at":"2026-11-03T05:43:39Z","board_verified":true,"closed_at":null,"days_open":402,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":402},"description":"Summary/Function:\nD.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors.\nThe primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.\nQualifications:\nBachelor’s degree in economics, business, marketing or related field required.\nSeries 7 & 65/66, or willingness to obtain.\nProgress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.\n2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.\nStrong writing and proofreading skills.\nProficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.\nStrong communication skills, written and verbal, with excellent organizational skills.\nArticulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment.\nDuties:\nProvide research and marketing support, as needed, to the department’s director and broader team.\nAssist in the continued development of the research team’s communications process and procedures. This consists of, but is not limited to:\no Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.\no Maintaining and developing investment reports and note templates.\no Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications.\no Keeping organized files for our internal and external publications and other department activities, as appropriate.\nRespond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.\nAssist 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.\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to:\nMedical, Dental and Vision\nCompany 401(k)and ESOP contribution\nGenerous sick, vacation, and maternity/parental leave\nPaid holidays\nProfessional Development Opportunities\nTuition Reimbursement ($15,000 lifetime cap)\nDiscounted personal insurance including home, auto and recreational vehicles\nCharitable gift-matching program\nDavidson Day of Giving - Our tradition of positively impacting communities in which we live and work.\nThe potential base pay hiring range for this role is $90,000 - 110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\nD.A. Davidson has been in business for 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!","description_format":"text","description_chars":4096,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-09-10T22:33:27Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 3","filings_12m":3,"filings_prev_12m":5,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.108,"p_room":0.28,"age_days":402,"expected_fill_days":38,"reasons":["conf:0","stale_co","velocity","win:tail","crowd:junior"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":110000,"is_top_pay":true},"html_url":"https://alion.io/job/dadavidson-managed-assets-research-associate","json_url":"https://alion.io/job/dadavidson-managed-assets-research-associate.json","meta":{"generated_at":"2026-11-03T06:45:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9398,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673071},"rest":"https://alion.io/mcp/rest/get_company?id=673071"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdadavidson-managed-assets-research-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdadavidson-managed-assets-research-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdadavidson-managed-assets-research-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/dadavidson-managed-assets-research-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdadavidson-managed-assets-research-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":672849}},{"tool":"search_jobs","arguments":{"company":"dadavidson.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":672849},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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