- 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.
- 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.
-
Investment Sales Analyst
4 days ago
Northmarq San Diego, United States**Investment Sales Analyst - Commercial Real Estate** · **Northmarq - San Diego, CA** · - At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equi ...
-
Investment Analyst
1 week ago
Dunham Trust Company San Diego, United StatesINVESTMENT 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 ...
-
Investment Analyst, Hardware
1 week ago
Anzu Partners San Diego, United StatesAnzu Partners is an investment firm that focuses on industrial and life science technology companies with the potential to transform their industries. We team with entrepreneurs to develop and commercialize technological innovations by providing capital and deep expertise in busi ...
-
M&A Investment Banking Analyst
1 week ago
Regal Executive Search San Diego, United StatesM&A Investment Banking Analyst / Associate · Job Description · M&A Investment Banking Analyst · About the job · We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core value ...
-
Investment Analyst
1 week ago
Interplace La Jolla, United StatesPOSITION SUMMARY · The Investment Analyst is responsible for conducting analysis for acquisition and development in conjunction with other Development and Investment Management team members. Primary responsibilities are to assist the Vice President of Investment Management & Inc ...
-
Director of Credit
1 week ago
Highcrest Capital, LLC San Diego, United States**Director of Credit** · **Company**: Highcrest Capital LLC · **Job Title**:Director of Credit · **Location**: San Diego, California, or Austin, Texas · **Overview**: · Highcrest Capital LLC ("Company") is seeking an experienced Director of Credit to oversee and guide our dynamic ...
-
Manager, Investor Relations
2 days ago
Travere Therapeutics San Diego, United StatesDepartment: · 101200 Investor Relations · **Location**: · San Diego · Be a part of a global team that is inspired to make a difference in the lives of people living with rare disease. · At Travere Therapeutics, we recognize that our exceptional employees are vital to our success. ...
-
Associate Governmental Program Analyst
5 days ago
State Teachers' Retirement System San Diego County, CA, United StatesThe CalSTRS Retirement Readiness Division is seeking a motivated individual to work as an Associate Governmental Program Analyst, willing to consider Staff Services Analyst, in the San Diego Member Service Center. · - The Retirement Readiness (RR) Division is the principal area o ...
-
Staff Services Analyst
5 days ago
Department of Rehabilitation San Diego County, CA, United StatesThis position is located in the city of **San Marcos.** · **Under the general supervision of the Team Manager/Staff Services Manager I, the Student Services Coordinator (SSC) of the Vocational Rehabilitation Employment Division/Specialized Services Division, will work cooperative ...
-
Benefits Analyst 2, Employee Benefits
1 day ago
HUB International San Diego, United States**ABOUT HUB**: · In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be prot ...
-
Energy Advisor
1 week ago
TRC Companies, Inc. San Diego, United StatesAbout Us: · Groundbreaker. Game changer. Pioneer. · TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time. From pipelines to power plants, roadways to re ...
-
Infusion Support Analyst
4 days ago
BD San Diego, United States**Job Description Summary**: · We are** the makers of possible** · BD is one of the largest global medical technology companies in the world. Advancing the world of health is our Purpose, and it's no small feat. It takes the imagination and passion of all of us—from design and en ...
-
Private Equity Financial Analyst
5 days ago
MidRail LLC San Diego, United StatesPrivate Equity Financial Analyst (Partner Track Position), La Jolla (San Diego), CA · MidRail Holdings LLC, a transportation private equity infrastructure investment fund, seeks a highly skilled and motivated Private Equity Financial Analyst to join our infrastructure investment ...
-
Vice President of Investor Relations
1 week ago
H&P Executive Search San Diego, United StatesOverview: · H&P is representing an established middle market private equity firm in the search for a mid-level Investor Relations and Capital Formation individual. They are looking to hire an experience individual with fundraising and investor relations experience, with the firm ...
-
Private Equity Financial Analyst
5 days ago
MidRail LLC San Diego, United StatesPrivate Equity Financial Analyst (Partner Track Position), La Jolla (San Diego), CA · MidRail Holdings LLC, a transportation private equity infrastructure investment fund, seeks a highly skilled and motivated Private Equity Financial Analyst to join our infrastructure investmen ...
-
Travel Physical Therapist
20 hours ago
Supplemental Health Care San Diego, CA, United StatesSupplemental Health Care is seeking a travel Physical Therapist for a travel job in San Diego, California. · Job Description & Requirements · Specialty: Physical Therapist · Discipline: Therapy · Start Date: ASAP · Duration: 13 weeks · Employment Type: Travel · Job Description: · ...
-
Private Equity Financial Analyst
1 week ago
MidRail LLC San Diego, United StatesPrivate Equity Financial Analyst (Partner Track Position), La Jolla (San Diego), CA · MidRail Holdings LLC, a transportation private equity infrastructure investment fund, seeks a highly skilled and motivated Private Equity Financial Analyst to join our infrastructure investment ...
-
Financial Representative
1 week ago
Fidelity Investments San Diego, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Senior Payroll Analyst
1 day ago
Professional Search Group (PSG) San Diego, United StatesProfessional Search Group is seeking a Senior Payroll Analyst for a rapidly growing global investment and advisory firm in San Diego, CA. As a Senior Global Payroll Analyst, you will perform key payroll duties, such as auditing, accounting and reviewing processes, ensuring the ac ...
-
Integrated Master Scheduler, Mid
1 week ago
Booz Allen Hamilton San Diego, United StatesAs an integrated master scheduler, you know the complexities of supporting a portfolio from inception to completion. Many programs require a significant investment of limited resources, and its imperative to keep the project on a productive path. Th Master Scheduler, Scheduler, M ...
Investment Analyst - San Diego, United States - Dunham & Associates Investment Counsel, Inc.
Description
INVESTMENT ANALYSTDunham & 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, he/she 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:
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