Investment Operations Associate

About Us:

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.

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.

• 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

Personality:

• You’re interested in financial services and looking to grow your career in investment operations.
• You’re comfortable in a fast-paced environment and can adapt to change quickly.
• You take initiative, solve problems independently, and don’t wait to be told what to do.
• You’re detail-oriented, organized, and able to manage multiple tasks efficiently.
• You enjoy collaborating, building relationships, and balancing professionalism with a fun, engaging work environment.

• 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

• 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.