Undergraduate Research Fellow

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. 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.

Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.

Bachelor’s Degree with a minimum 3.5 GPA; Recent grad or up to 1 year of experience in equity research, investment analysis, or other relevant accounting or finance related work

Bright, mature, and highly motivated with the desire to excel and ability to adapt in an intellectually challenging environment

Passionate about capital markets and a desire to become highly skilled in equity research

Effective communicator with excellent writing and presentation abilities.

Working knowledge of MS Office, specifically Word, Excel, and PowerPoint

Support Research Analyst(s) in:

Making bold calls and producing actionable research for Davidson’s institutional clients

Researching market and industry trends and company specifics to become an expert in your sector

Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information

Prepare reports and statistical data for dissemination to firm clients and the investing public

• Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
• Discuss research findings with Sales & Trading associates and institutional clients
• (Bonuses are up to 25% of base salary.

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. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. Davidson’s California Resident Privacy Policy.