Overview
Associate Jobs in Los Angeles, CA at Dishmi Capital
Title: Associate
Company: Dishmi Capital
Location: Los Angeles, CA
Company Description
Dishmi Capital is a multi-family office focused on tax alpha and alternative investments. Founded in 2025 by two industry veterans, the firm leverages its deep expertise and experience spanning institutional asset management, venture capital, private equity, and hedge funds to deliver exceptional after-tax returns. The firm is headquartered in Pasadena, CA, and is an SEC registered investment advisor.
Role Description
We are looking to bring aboard an Associate who will serve as the operational backbone to our advisory team – the reason onboarding feels effortless, paperwork never falls through the cracks, and clients walk away from every interaction feeling taken care of. This isn't a back-office role – you'll work directly with the founders and our clients, own meaningful parts of the client experience, shape the investment platform, and have visibility into how an institutional caliber multi-family office firm runs.
What You'll Focus On:
Client experience
- Serve as a primary point of contact for client service requests — money movements, account maintenance, document requests, and the dozens of small things that make clients feel looked after
- Own the onboarding experience for new clients: account opening, asset transfers, funding, and setup across custodial and reporting platforms
Operations & accounts
- Manage account administration – new accounts, updates, distributions, RMDs, beneficiary changes, and everything in between
- Maintain accurate, up-to-date client records in Black Diamond and our CRM
- Coordinate with custodians to resolve issues before clients ever notice them
Team & firm
- Partner with founding team on a variety of strategic projects and initiatives – you'll have a front row seat at the table
- Maintain various internal systems, documentation, and support periodic reviews
- Jump in on firm projects as we continue to grow
Qualifications
- 3-5 years of experience in a client-facing operations or service role at an RIA, broker-dealer, wealth management firm, or family office
- Hands-on experience with Fidelity as a custodial platform – you know your way around Wealthscape; experience with Schwab, Pershing, or Goldman Sachs a plus
- Familiarity with Black Diamond (or a comparable reporting platform like Orion or Addepar) and Bloomberg is a strong plus
- Ridiculously organized. You don't drop balls, and when something is off you notice before anyone else does
- Warm, calm, and professional on the phone and in writing – our clients trust you the moment you pick up
- Comfortable with ambiguity and a small-firm environment where the job description is a starting point, not a ceiling
- Bachelor's degree preferred
What We Offer
• Base salary: $75,000 – $105,000, commensurate with experience
• Discretionary annual performance bonus
• Hybrid schedule – typically 3 days in our Pasadena office, 2 days remote
• Comprehensive health, dental, and vision coverage
• 401(k) with company contribution
• A real seat at the table at a growing firm, with room to grow into more senior investment, operations, or advisory roles over time