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Portfolio Administrator/Trader at D.A. Davidson - ApplyBlast

Portfolio Administrator/Trader

D.A. Davidson

9 months ago

3.4 on Glassdoor

Richmond, VA

Onsite

Full Time

Medior

1 applicant

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About this role

An Investment Operations associate on the Davidson Investment Advisors team who facilitates fixed income and equity strategy trades and helps professionally manage client portfolios. The role supports portfolio implementation, trade allocation and settlement, post-trade compliance checks, and process improvement while collaborating with operations, client service, business development, and portfolio management.

Skills

Qualifications

Bachelor's Degree in Finance, Business, or Related Field

About D.A. Davidson

dadavidson.com

Headquarters

Great Falls, Montana, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

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.