Portfolio Administrator/Trader

D.A. Davidson(14 days ago)

Great Falls, MTOnsiteFull TimeMedior$77,029 - $103,778 (estimated)Investment Management

About this role

This role is part of the Davidson Investment Advisors team and supports the implementation of fixed income and equity investment strategies while contributing to the professional management of client portfolios. The position is based in Great Falls, MT at D.A. Davidson, an independent employee‑owned financial services firm.

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Required Skills

Fixed Income
Equity Trading
Portfolio Management
Trade Execution
Order Management
Microsoft Office
Excel
Compliance
Tax Harvesting
Problem Solving

+4 more

Qualifications

Bachelor's Degree in Finance or Business

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.