Associate Investment Strategist, Investment Solutions

Dimensional Fund Advisors; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading global investment firm in London seeks an Associate Investment Strategist to support investment solutions and collaborate with Financial Advisors. The ideal candidate will have a bachelor's degree and strong analytical, communication, and problem-solving skills. This role includes portfolio analysis and client engagement. A hybrid work model is offered.

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of culture and growth

Qualifications

• Experience within the investment management industry or related experience is desired.
• Experience presenting technical investment and mathematical concepts to clients.
• Comfortable working with data and statistical concepts.

Responsibilities

• Support various Investment Solutions Group activities in the EMEA region.
• Present compelling analysis to help clients understand their portfolio exposures and risks.
• Analyze and interpret data to create custom reports and recommendations.

Skills

Analytical skills

Interpersonal skills

Communication skills

Attention to detail

Problem-solving skills

Education

Bachelor’s degree in Finance, Statistics, Economics, Mathematics

Job description

Associate Investment Strategist, Investment Solutions page is loaded

Associate Investment Strategist, Investment Solutions

Apply locations London time type Full time posted on Posted Yesterday job requisition id 2025-8416

Notes to applicants:

• 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. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• 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.

Job Description:

Associate Investment Strategist, Investment Solutions

Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

The Portfolio Consulting team is one of the pillars within the Investment Solutions Group and is focused on consulting with Financial Advisors and Institutional clients on portfolio construction and analytics across asset classes.

The Associate Investment Strategist will have two sets of responsibilities. One will be to help deploy Portfolio Consulting services in the EMEA region . Initially, the Associate Investment Strategist will support senior members of the local team ; over time, direct involvement in client meetings is expected.

The other set of responsibilities will be to support broader ISG functions —handling technical client questions, helping create and manage local investment content and messaging, and dealing with various ISG workstreams and projects.

The Associate Investment Strategist will work collaboratively with others on the team, Portfolio Managers, and our Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and experience working with and presenting to a wide range of clients.

Responsibilities

• Support various Investment Solutions Group activities in the EMEA region.
• M aintain a deep understanding of Dimensional’s investment approach and its implementation across strategies and vehicle types (including funds , ETFs and separate accounts ).
• Present compelling analysis to help clients better understand their portfolio exposures and risks.
• Prepare analytics that convey complex asset allocation concepts in more accessible terms for clients and prospects
• Independently analyze, process and interpret data to create custom bullets, narrative, charts, graphs and other diagrams and make recommendations to the investment functions.
• Enhance communication and team-work across teams in both London and the U.S., leveraging best practices and sharing knowledge to increase the firm’s impact.

Qualifications

• Bachelor’s degree , or equivalent, in Finance , Statistics, Economics, Mathematics, or a related field.
• Experience working w ithin the i nvestment management industry or related experience desired.
• Experience presenting technical investment and mathematical concepts to clients in a consultative manner.
• Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
• High attention to detail and comfortable working with data and statistical concepts.
• Ability to resolve problems effectively and exercise good judgement.
• Motivated to self-teach skills and apply learned knowledge to applicable tasks.
• Eager to learn and responsive to constructive feedback and guidance.

#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.

About Us

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.