Join Our Team
Build your career with a leading energy sector investment firm
Why Work at Dag Cold Ledger
Join a team of passionate professionals dedicated to excellence in energy sector investment management. We offer meaningful work, exceptional benefits, and opportunities for growth.
Comprehensive Benefits Package
We invest in our team with competitive compensation and benefits designed to support your success
Competitive Compensation
Industry-leading salary plus performance bonuses and equity participation for senior roles.
Health & Wellness
Comprehensive health, dental, and vision insurance plus wellness stipend and gym membership.
Retirement Planning
401(k) with 6% company match, profit sharing, and access to our investment strategies.
Professional Development
CFA/CFP/CPA exam support, continuing education allowance, and conference attendance.
Work-Life Balance
Flexible schedules, remote work options, generous PTO, and paid parental leave.
Collaborative Culture
Team-oriented environment with mentorship, regular team events, and open communication.
Our Core Values
Client-First Mindset
Everything we do is guided by what's best for our clients. We're fiduciaries in practice and in spirit.
Excellence & Expertise
We maintain the highest professional standards and continuously develop our energy sector knowledge.
Integrity & Transparency
Honesty and transparency in all relationships—with clients, colleagues, and partners.
Collaboration & Growth
We succeed together through teamwork, mentorship, and continuous learning.
Open Positions
Explore current opportunities to join our team
Senior Investment Analyst
Join our investment team to analyze digital asset opportunities, conduct blockchain due diligence, and contribute to portfolio strategy for our high-net-worth clients.
Key Responsibilities
- Conduct comprehensive analysis of digital asset investments (tokens, node validators, staking protocols)
- Build financial models and valuation analyses for potential investments
- Monitor portfolio holdings and market trends
- Prepare investment recommendations and presentations for clients
Qualifications
- CFA charter or progress toward completion required
- 5-7 years of investment analysis experience, preferably in digital assets/venture capital
- Strong financial modeling and Excel skills
- Excellent written and verbal communication abilities
Financial Advisor
Build lasting relationships with clients while providing comprehensive financial planning and investment advice focused on energy sector wealth.
Key Responsibilities
- Serve as primary contact for assigned client relationships
- Develop comprehensive financial plans addressing investment, tax, and estate planning
- Present investment recommendations and portfolio reviews to clients
- Coordinate with tax and legal professionals on client behalf
Qualifications
- CFP certification required
- 3-5 years of financial advisory experience
- Strong interpersonal and relationship management skills
- Series 65 or equivalent registration
Tax Strategy Specialist
Lead tax optimization strategies for high-net-worth clients with energy sector investments, leveraging depletion allowances, credits, and advanced planning techniques.
Key Responsibilities
- Design and implement tax optimization strategies for client portfolios
- Maximize energy sector tax benefits (depletion allowances, credits)
- Conduct tax-loss harvesting and entity structuring analysis
- Collaborate with CPAs and tax attorneys on complex situations
Qualifications
- CPA license required
- 7-10 years of tax planning experience
- Deep knowledge of energy sector taxation
- Experience with high-net-worth and business owner clients
Client Operations Associate
Support our client service team with account administration, reporting, and operational excellence.
Key Responsibilities
- Process account opening, transfers, and transactions accurately
- Prepare quarterly performance reports and client statements
- Maintain client database and documentation
- Coordinate with custodians on account-related matters
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 1-3 years in financial services operations
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office, especially Excel
Application Process
Apply Online
Submit your resume and cover letter for positions of interest
Initial Review
Our team reviews applications and contacts qualified candidates
Interviews
Meet with hiring managers and team members (2-3 rounds)
Offer & Onboarding
Receive offer and join our comprehensive onboarding program
Don't See Your Perfect Role?
We're always looking for exceptional talent. Send us your resume and let us know how you can contribute to our team.
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