Dividend Clerk, Sr. jobs in South Carolina
Dividend Clerk, Sr. calculates, collects, and distributes dividends to clients. Keeps records regarding dividends paid. Being a Dividend Clerk, Sr. verifies stock ownership on record date. May require an associate degree. Additionally, Dividend Clerk, Sr. typically reports to a supervisor or manager. The Dividend Clerk, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Dividend Clerk, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Recently Added Dividend Clerk, Sr. jobs
Sr. Equity Research Analyst
- Dividend Assets Capital, LLC
-
Ridgeland, SC
FULL_TIME
-
About Dividend Assets Capital, LLC
Dividend Assets Capital, LLC is an employee-owned boutique wealth and investment management firm based in the heart of South Carolina's Lowcountry. With over a 40-year history of successful dividend growth investing at our foundation and a diverse, well-seasoned wealth and investment management team, we deliver personalized investment strategies and comprehensive wealth management services to our growing client base. We pride ourselves on bringing clarity, simplicity, and devotion to our clients, helping successful families, advisors, and institutions set and achieve their financial goals so they may preserve what is meaningful to them, their families, and their communities.
Position Summary
Dividend Assets Capital (DAC) is currently seeking a Senior Equity Analyst to join its growing investment team. This generalist equity research position will focus on identifying investments based on DAC's proprietary investment screens and performing fundamental research across several industries. Our disciplined investment process begins with bottom-up fundamentals and requires due diligence of industry and company-specific trends, company financial analysis, modeling, and valuation work. The Senior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC. The ideal candidate will be self-motivated with a high degree of personal and professional integrity. They also will value teamwork, be service-focused, and be able to work independently. This in-person opportunity (not remote or hybrid) is located in our Bluffton, SC office.
Responsibilities- Learn and adopt DAC's dividend growth investment philosophy while embracing DAC's team-based culture, which supports an environment of mutual respect and shared rewards.
- Monitor DAC's existing equity investments, including posting quarterly earnings notes, maintaining price targets, and communicating current investment recommendations to Private Client and Institutional Asset Management teams.
- Screen DAC's investment universe to identify new opportunities within DAC's defined investment universe.
- Conduct a thorough fundamental analysis of a company's business and financial position, including cash flow assessment and dividend sustainability, balance sheet and income statement evaluation, and be able to draw insightful conclusions from their analysis.
- Responsible for all aspects of DAC's fundamental research process, including company research, setting up remote and in-person meetings with company management, writing company or industry research reports, developing detailed valuation analyses, and modeling financial projections.
- Monitor market conditions and evaluate current economic and investment trends.
- Communicate investment opportunities within DAC verbally and through written research reports.
- Contribute to DAC's client and institutional model portfolios as well as separate account non-model portfolios.
- Perform other duties as assigned by the Chief Investment Officer
- Be accountable and responsible for adhering to DAC's Core Values: Know Your Stuff, Devoted to Excellence, Serve With Integrity and Humility, Be Real and Transparent.
- Bachelor's degree and completion or progress toward CFA® Level III are required; an advanced degree in Finance or Accounting is a plus
- Minimum of 5 years of relevant experience (public or private equity investing)
- Strong understanding of finance and accounting
- Proficient with financial modeling and discounted cash flow analysis
- Proficient in Word, Excel, and PowerPoint
- Working knowledge of FactSet and/or Bloomberg
- Strong communication skills, both written and verbal
- Flexible and team-oriented, with the ability to pivot from one task to another with minimal supervision
- Self-motivated and entrepreneurial, with a demonstrated passion for investing
- Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment.
- 9 Days Ago
Marketing/E-Marketing Intern
- Dividend Assets Capital, LLC
-
Ridgeland, SC
INTERN
- About us: Dividend Assets Capital, LLC is an employee-owned boutique wealth management and investment management firm based in the heart of South Carolina's low country. With over a 40-year history of...
- 8 Days Ago
Client Services Associate - Wealth Management
- Dividend Assets Capital, LLC
-
Ridgeland, SC
FULL_TIME
- About Dividend Assets Capital, LLCDividend Assets Capital, LLC (DAC) is a 100% employee-owned boutique wealth and asset management firm based in the heart of South Carolina's Lowcountry. As one of the...
- 9 Days Ago
Director of Resident Services
- Sr Companies Llc
-
Wylie, SC
FULL_TIME
- Summary: Responsible for enhancing and improving the SRIM experience specifically in Heartful Care for our residents and their families by performing the following duties. Duties and Responsibilities ...
- 3 Days Ago
Director of Maintenance
- Sr Companies Llc
-
Wylie, SC
FULL_TIME
- Summary: Responsible for demonstrating and promoting SRHM's core value of the Golden Rule by treating others, including guests, vendors and employees, in the same way we would like to be treated. Resp...
- 3 Days Ago
Sales Representative
- SR Solar LLC
-
Myrtle, SC
FULL_TIME
- About Us:At SR Solar we are committed to helping homeowners bridge the gap from relying on local utility companies for electricity by providing homeowners with effective renewable energy solutions and...
- 19 Days Ago
Dividend Clerk, Sr. jobs at Popular Companies
Loan and Title Processor
- Uniwyo Federal Credit Union
-
Laramie, WY
- Job Description Job Description Position: Loan and Title Processor Starting Pay: $16.31 or higher, DOE. Benefits: Yes FL...
- 6/9/2024 12:00:00 AM
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Dividend Clerk, Sr. jobs
$48,620 to $57,439
Most Popular Cities in South Carolina for Dividend Clerk, Sr. Jobs
What does a Dividend Clerk, Sr. do?
Dividend Clerk, Sr. in Lincoln, NE
Financial clerks do administrative work for many types of organizations.
February 17, 2020
“Dividend Clerk” will almost certainly be replaced by robots.
January 10, 2020
Dividend Clerk, Sr. in Cincinnati, OH
A dividend clerk must have proficient typing skills, be familiar with data entry in computers, have some familiarity with the common spreadsheet and word processing programs for computer, and have a basic acquaintance with stock transactions.
December 07, 2019
Dividend Clerk, Sr. in Bradenton, FL
The position of dividend clerk requires a high level of discretion and respect for the privacy of the organization’s clients.
December 28, 2019