D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
D.A. Davidson & Co. is seeking a skilled and analytical professional to join the Finance team as a Senior Analyst in Treasury, focused on financial risk management. Reporting to the Treasurer, in this key role, you will be responsible for analyzing, monitoring, and reporting on firm-wide risks, including, but not limited to, market risk related to fixed income and equity trading inventory, counterparty credit risk, and funding and liquidity risk; as well as assisting with treasury operations, cash flow forecasting and capital planning. Your role will be critical toward mitigating firm-wide risk and optimizing liquidity and capital.
Qualifications:
- Bachelor’s degree in Finance, Economics or a related field
- FINRA Series 99 or the ability to obtain it within 120 days of employment
- Proven experience in financial risk management, capital markets, and/or cash management, preferably within a broker-dealer or other financial institution
- Strong knowledge of capital markets, financial products, and risk management
- Familiarity with the Bloomberg terminal and reporting tools (e.g., Power BI or Tableau)
- Proficient in financial modeling, building presentations, and business writing
- Intermediate experience with statistical analysis (familiarity with R or Python preferred)
- Strong problem-solving skills and the ability to think strategically in dynamic and fast-paced environments
- Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders at all levels
- Basic understanding of regulatory requirements and compliance standards relevant to risk management and treasury in the financial sector
- Maintain client and firm confidentiality
- Ability to proactively work with both external and internal clients
- Ability to relate with others in a professional manner to accomplish work responsibilities and objectives
Duties:
- Enhance monitoring and reporting of firm-wide current and potential future financial risk exposures including, but not limited to, market, credit, counterparty, and funding and liquidity
- Enhance financial risk measurement and analysis including, but not limited to, value-at-risk and expected shortfall
- Help to design and maintain models for scenario analysis and stress tests
- Work collegially and collaboratively to enhance governance and controls, operational processes, and policy and procedure documentation
- Assist with funding and liquidity risk management, including contingency planning
- Assist with daily liquidity management, position monitoring and cash flow forecasting
- Assist, working collaboratively with FP&A and Accounting teams, with capital management and planning
- Stay up-to-date on industry trends, regulatory changes, and best practices in treasury and financial risk management, including participating in relevant training
- Perform other duties and special projects as assigned
What we offer:
- Competitive salary plus excellent benefits and perks including, but not limited to:
- 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.
#LI-JR1
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Top Skills
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
