Investment Analyst
2 weeks ago
INVESTMENT ANALYST
Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
Bring your drive and a great attitude to Dunham & Associates, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity.
The Investment Analyst will contribute to several areas as they pertain to the operational oversight and implementation of investment management. In addition, they will prepare investment proposals, analyze existing and prospective clients’ investment portfolios, complete due diligence questionnaires, facilitate important aspects of mutual fund custody, and contribute to the collaborative efforts of the analyst team while reporting to the Chief Investment Officer.
We are unable to sponsor work visas at this time . This is an in-office position opening in San Diego.
ESSENTIAL JOB FUNCTIONS:
Gather and analyze data and prepare response materials;
Complete standard and moderately complex due diligence questionnaires, prospective client proposals, and in-depth portfolio analyses;
Attend quarterly calls with Sub-Advisers and participate in the production of periodic attribution analyses;
Contribute to written and verbal commentary on specific and general market investment issues;
Update and maintain investment fact sheets and marketing collateral;
Contribute towards the creation of client-specific investment proposals and analyses;
Complete essential fund documentation regarding custody relationships and ongoing operations of the funds;
Fulfill due diligence requests and requests for proposals from third-party firms;
Assist the analyst team with research requests and prepare analyst materials;
Facilitate the administrative and operational functions of the trading desk;
Conduct ad hoc research on competitors and provide summarized results;
Place accommodation trades for client accounts.
REQUIREMENTS:
Bachelor’s degree or related work experience, preferably in Finance or a business-related area
If not currently licensed, Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 licenses must be obtained within an agreed upon period of time;
Advanced MS Excel spreadsheet capabilities;
Communication skills - oral &written, and ability to do presentations to diverse audiences;
Strong organizational skills and ability to work on numerous tasks simultaneously;
Must be able to work under intensive deadlines with frequent interruptions and complete highly detailed work on multiple, concurrent tasks;
Must be able to interpret data, understand financial industry-specific information and documents, and use math and mathematical reasoning to solve non-routine and complex problems.
Salary depending on experience:
$57,200k ($27.50 per hour) to $70k ($33.65 per hour)
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits
401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
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Investment Analyst
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