Investment Operations Associate

Dentist Advisors • Holladay, UT

5d

About The Position

Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.

We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.

The Role:

We’re hiring an Investment Operations Associate to work closely with our investment team to implement, modify, and analyze our clients’ investment strategies. This is a great opportunity for someone graduating soon or early in their career who is looking to gain experience in investment operations within a growing financial services firm.

Requirements

• Strong written and verbal communication skills
• Curiosity and enthusiasm for learning new things
• Experience in a deadline-driven environment
• Ability to work independently and as part of a team
• Understanding of investment management or related services, such as qualified retirement plans, investment accounts, and capital gain analysis
• Strong organizational and time-management abilities

Nice To Haves

• Experience or interest in investment management or financial services
• A BA/BS degree (or working toward one) in a relevant field
• Familiarity with enterprise CRM systems, Morningstar, Charles Schwab’s platform, etc.

Responsibilities

• Support the team in daily investment operations, including account applications and cash management
• Assist with the creation and maintenance of reporting frameworks for account details
• Perform data quality checks to ensure accuracy in investment and trading processes
• Support data requests from the investment team, associates, and advisors
• Participate in the development of automated processes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level