Investment Strategist, Investment Solutions

Dimensional Fund Advisors; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading investment firm is seeking an Investment Strategist to join their Investment Solutions Group. This role focuses on portfolio consulting, providing technical analysis, and enhancing client relations. Ideal candidates will have a strong foundation in finance and exceptional communication skills, working collaboratively to deliver impactful insights.

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of history and culture

Qualifications

• Investment management experience desired.
• Experience presenting technical investment and mathematical concepts.
• Motivated to self-teach and eager to learn.

Responsibilities

• Maintain a deep understanding of investment approaches across strategies and vehicle types.
• Present compelling analysis to help clients understand portfolio exposures.
• Prepare analytics that convey complex concepts in accessible terms.

Skills

Verbal communication

Analytical skills

Interpersonal skills

Attention to detail

Problem-solving

Education

Bachelor’s degree in Finance, Statistics, Economics, Mathematics, or a related field

Job description

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:

Investment Strategist, Investment Solutions

Dimensional’s Investment Solutions Group (ISG) acts as a source of specialised 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 primary focus of the Investment Strategist will be Portfolio Consulting. The secondary focus will be to support a variety of other ISG functions—handling technical client questions, helping create and manage local investment content and messaging, dealing with various ISG workstreams and projects.

The Investment Strategist will work collaboratively with others on the ISG 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. The position also requires a good sense of priorities.

Responsibilities

• Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies and vehicle types (including Mutual Funds, ETFs and SMAs).
• Present compelling analysis to help clients better understand their portfolio exposures and risks.
• Lead internal training sessions and participate in client and prospect meetings in an investment expert capacity.
• 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 in Finance, Statistics, Economics, Mathematics, or a related field.
• Investment management industry or related experience desired.
• Excellent verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• 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.