{"id":1419937,"url":"https://alion.io/job/d-a-davidson-dia-operations-associate","title":"DIA - Operations Associate","company":{"id":673071,"name":"D.A. Davidson","domain":"dadavidson.com","url":"https://alion.io/company/dadavidson","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":80,"open_postings":10,"ghost_share":0,"stale_share":0.8,"repost_share":0,"time_to_fill_p50_days":38,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Richmond, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-28T20:41:37Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-10-28T03:57:32Z","board_verified":true,"closed_at":null,"days_open":29,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":29},"description":"Summary:\nThis individual will work closely with other DIA staff members to ensure accuracy of data within all aspects of our portfolio accounting and trading software and provide backup coverage as necessary for Operations team members. Particular focus will be on daily account reconciliation processes. Additionally, this individual will support account opening/closing procedures. This position is required to maintain a high degree of confidentiality with respect to client and company information.\nQualifications/Requirements:\nBachelor’s degree and/or previous experience in Finance/Accounting\nAbility to work independently in a fast-paced, deadline-oriented environment\nStrong problem-solving and critical thinking skills\nProficient in Microsoft programs including Word, Excel, and Outlook\nHighly organized and detail oriented, able to manage multiple demands and priorities\nAbility to work with a variety of personalities in a team environment\nAbility and desire to take on additional responsibilities to support career progression\nDuties:\nSupport daily account reconciliation processes with various custodians\nOpen/close accounts in our portfolio accounting and trading systems, and maintain account data as needed\nProvide backup and cross training with other Operations staff to facilitate redundancy of coverage, which may include:\no Facilitating the settlement of trades\no Reviewing an updating security information within our portfolio accounting and trading systems\no Monitoring and reconciling proxy voting records\no The production and distribution of monthly/quarterly client reports\nAdhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:\no Curiosity (avoid becoming defensive and remaining open to learning)\no Accountability (taking 100% responsibility (no more; no less) for results; no blaming)\no Candor (engaging in courageous truth-telling to increase power and speed in decisions)\no Awareness (tapping every emotional and intuitional resource for decisions)\no Passion (discovering and allowing people to do what they do best)\no Appreciation (expressing gratitude and fostering a culture of sincere cooperation)\nPerform any other duties and special projects as necessary\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to:\nMedical, Dental and Vision\nCompany 401(k)and ESOP contribution\nGenerous sick, vacation, and maternity/parental leave\nPaid holidays\nProfessional Development Opportunities\nTuition Reimbursement ($15,000 lifetime cap)\nDiscounted personal insurance including home, auto and recreational vehicles\nCharitable gift-matching program\nDavidson Day of Giving - Our tradition of positively impacting communities in which we live and work.\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\nD.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets. We hope you will consider joining us!","description_format":"text","description_chars":3296,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-09-28T22:06:16Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 3","filings_12m":3,"filings_prev_12m":5,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":37,"band":"fade","label":"Fading","p_open":1,"p_active":0.498,"p_room":0.75,"age_days":28,"expected_fill_days":38,"reasons":["conf:0","stale_co","win:late"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/d-a-davidson-dia-operations-associate","json_url":"https://alion.io/job/d-a-davidson-dia-operations-associate.json","meta":{"generated_at":"2026-10-28T05:38:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7375,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673071},"rest":"https://alion.io/mcp/rest/get_company?id=673071"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fd-a-davidson-dia-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fd-a-davidson-dia-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fd-a-davidson-dia-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/d-a-davidson-dia-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fd-a-davidson-dia-operations-associate"}]}