Portfolio Administrator/Trader

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary: 
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.

Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.  
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work 
• Collaborative mindset with a commitment to contributing to team success.

Duties: 
• Execute trades for fixed income and equity portfolios, including:
o Build orders for individual accounts and block trading
o Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
o Maintain and update portfo...