Current Openings

Thank for your interest in working with Dunham & Associates.



Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting. Click on "Future Career Opportunities" to apply for any positions not currently listed. Attach a copy of your resume in MS Word or PDF formats.

If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.



Investment Analyst

Enrolled Agent (EA) Tax Specialist, Reno NV

Future Dunham & Associates Career Opportunities

Investment Analyst

Department Dunham & Associates
Career Type Full Time
Posted 6/17/2024

Description

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)

Enrolled Agent (EA) Tax Specialist, Reno NV

Department Dunham & Associates
Career Type Full Time
Posted 5/24/2024

Description

ENROLLED AGENT (EA)

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in our Reno office; this is not a work-from-home opportunity.

Essential Functions: (Primary responsibilities)

  • Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
  • Ensure all deadlines are met in a timely manner;
  • Serve as point of contact for any tax-related matters and inquiries;
  • Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
  • Ensure all records are accurate and up-to-date;
  • Perform other tasks as requested.

Education Required:

  • High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

Experience Required:

  • Enrolled Agent (EA) designaton required;
  • 1-3 years’ experience in a business environment, preferably in a CPA / Tax office;
  • Experience working with taxes and related filing requirements;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Knowledge of tax documents and filing requirements;
  • Understanding of Sharefile or similar secure mailing software;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Impeccable record-keeping, organizational, and time management skills;
  • Ability to work independently and take initiative.

Salary commensurate with experience:  $22 to $30 per hour

Future Dunham & Associates Career Opportunities

Department Dunham & Associates
Career Type Full Time
Posted 5/20/2024

Description

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 Broker/Dealer 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. 

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Salary depending on position, location, education, and experience.