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:
REQUIREMENTS:
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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