Institutional Sales Associate

D.A. Davidson Companies

Institutional Sales Assistant supporting Fixed Income Sales team at D.A. Davidson Companies.

Posted 6/29/2026full-timeDenver • Colorado, New York • 🇺🇸 United StatesJuniorMid-Level💰 $34 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing administrative support within Fixed Income Capital Markets, including onboarding processes and trade discrepancy resolution. Proficient in Microsoft Office Suite and possesses strong organizational and communication skills to facilitate collaboration across teams.

Highest-signal resume keywords

Fixed Income Sales SupportSeries 7 LicenseMicrosoft Office Suite ProficiencyOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding Process ManagementTrade Discrepancy ResolutionFixed Income Product KnowledgeFINRA Compliance Knowledge

Soft Skills

Attention to DetailCollaborative Work Style

Certifications & Qualifications

Series 7 License

Industry Keywords

Financial ServicesFixed Income Capital MarketsSales SupportOperations Role

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of experience in financial services, preferable in a sales support or operations role withing Fixed Income Capital Markets, preferred
Maintain or be open to obtaining the Series 7 license within 90 days of employment
Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Proven ability to work collaboratively across teams in a professional and fast-paced environment
Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus

Benefits

Comp & perks

Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.