What are the responsibilities and job description for the Senior Analyst, Treasury - Financial Risk Management position at D.A. Davidson?
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 :
What we offer :
90,000 - $115,000 a year
The potential base pay hiring range for this role is $90,000 - $115,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
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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.
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Salary : $90,000 - $115,000