D.A. Davidson Companies

Sales

• Provide high-level administrative support to the Fixed Income Sales team
• Manage and coordinate the onboarding process for new institutional accounts, including all required documentation
• Assist in resolving trade discrepancies and identifying potential bond or transaction issues
• Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades
• Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs

Institutional Sales Associate

Underwriter

• Join the Fixed Income Capital Markets division focusing on Municipal Bonds.
• Use strong analytical and communication skills in a fast-paced, collaborative environment.
• Deliver outstanding service and support within a friendly, open culture.

Fixed Income Underwriting Specialist – Municipal Bonds

• Research industry and financial market trends, run data queries, and analyze information requested by internal and external partners.
• Process trades accurately across trading systems; research, analyze, and resolve related issues using appropriate tools and resources.
• Partner with Accounting to ensure deals are posted correctly, provide month-end information, and deliver profit/loss reports to support accurate trade posting.
• Support the marketing of the firm’s municipal bond underwritings.
• Coordinate with Public Finance Bankers and Sales Representatives to support information flow for marketing and pricing new issues.
• Develop and maintain knowledge of each issue’s structure and unique features; review bond documents for accuracy and timely information sharing during marketing, including preparation of selected new-issue materials as needed.
• Support Underwriting Desk objectives and contribute to firm profitability by providing insight on scales, the municipal market, trades, and inventories.
• Participate in special projects and perform other duties as assigned, including backing up department roles or training new personnel when needed.