Analyst, Client Relationship Group

Dimensional Fund Advisors; Greater London; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Health and education initiatives

Job summary

Dimensional Fund Advisors in London is seeking an Analyst for the EMEA Global Client Group. This entry-level role supports client servicing and sales, focusing on accuracy, professionalism, and timely production of client materials and reports.

You will learn analytics tools, contribute to client pipelines, and collaborate across teams. Dimensional emphasizes attitude over experience, with on-the-job training and a path to the CFA IMC certificate within four months of joining.

Qualifications

• Entry-level role suitable for graduates seeking a career in sales and relationship management.
• Demonstrated integrity and high ethical standards.
• Ability to learn quickly with strong attention to detail.
• Willingness to obtain the CFA IMC certificate within four months of joining.

Responsibilities

• Support preparation of client materials such as prospecting packs and portfolio reviews.
• Handle administrative tasks including meeting prep and client record keeping.
• Develop skills with analytics tools and market data.
• Assist with client reporting deliverables and sales research.
• Communicate with clients via phone and email.
• Help organize channel-specific events and internal processes.

Skills

Integrity

Attention to detail

Effective communication

Analytical thinking

Curiosity

Accountability

Education

CFA IMC certificate or local equivalent

Tools

Analytics tools

CRM systems

Job description

Job Description: The Analyst, Client Relationship Group is responsible for supporting the client servicing and sales efforts within Dimensional’s EMEA Global Client Group. This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department and contribute to the team through role-specific goals. The individual we are looking for will need to demonstrate an ability to be task orientated and possess a keen focus on attention to detail as a primary contributor to team workflow. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment. This truly is an entry level opportunity where we are seeking attitude and aptitude over experience. We believe we can upskill individuals who demonstrate intellectual curiosity and want to build a career within Sales and Relationship Management.

Typical Duties & Responsibilities

• Support the team with the preparation of basic client material e.g., prospecting packs, portfolio review books and ad-hoc presentations
• Administration including meeting preparation, client record keeping, basic market analytics, investment analysis and other ad-hoc duties
• Develop skills to become a primary user of our various analytics tools
• Own certain regulatory and client reporting deliverables
• Maintain records for our client and prospect pipelines
• Assist with sales research and support
• Regularly interact with clients – covering client calls and responding to basic ad hoc queries (phone and email)
• Support various aspects of channel-specific events (organising and preparation)
• Be able to demonstrate an understanding about the firm’s products, our investment process, our systems, and our investment philosophy
• Continually review and seek out improvements to our processes and procedures
• Ensure necessary client data is accurate and up to date

Knowledge and Skill required

• Learn and improve essential skills—professionalism, effective communication, identifying team needs, accuracy, and quality work
• Gain a deep understanding and effectively utilize our key tools, data, and systems
• An ability to work analytically

What we are looking for

• An individual with a strong sense of professional and personal integrity and high ethical standards
• A keen interest in what Dimensional do, how we serve our clients and our place in the industry
• Show initiative, accountability and focus on quality
• Demonstrate curiosity, self-awareness, and maturity
• A problem-solving mindset with a positive attitude looking to refine existing processes
• Must hold, or pass within 4 months of joining, the CFA’s IMC certificate or local equivalent

#LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our Careers site.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.