Oversee banking relationships, investments, collateral, and market risk as Vice President, Treasurer at D.A. Davidson Companies.

This treasury leader serves as a principal advisor to management and key contact for banks, rating agencies, insurance brokers, and counterparties. The position oversees corporate cash investment, trading-related liquidity, collateral, treasury risk, and external relationships. Collaboration includes trading, Finance, Risk, Compliance, Legal, and Operations.

Key Responsibilities:

- Maintain relationships with banks, lenders, custodians, and counterparties
- Lead negotiations for credit terms, fees, and collateral
- Oversee corporate cash and excess-liquidity investments
- Monitor interest-rate, duration, concentration, and counterparty risks




- Create dashboards for trading liquidity and exposure stress testing

Requirements:

- Ten or more years as Treasurer or relevant senior financial skilled
- Experience in capital markets, banking, or investment management
- Knowledge of money markets, investments, financing, and tax
- Demonstrated cash, collateral, banking, and stress-testing experience
- Ability to satisfy applicable SIE, Series 99, and Series 27 requirements

Use banking expertise, investment oversight, collateral knowledge, and market-risk judgment to guide D.A. Davidson's treasury activities.

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📌 Treasurer Banking and Market Risk (Quinte West)
🏢 D.A. Davidson
📍 Quinte West