Analyst / Associate, Global Client Group (Independent Advisor Group)

dimensional; Austin (TX); Híbrido; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Dimensional's Global Client Group (GCG) supports Advisor clients with portfolio analyses, relationship management, and educational outreach. The role focuses on delivering insights across ESG, fixed income, ETF, and SMA offerings while collaborating with Sales & Client Service teams.

The position requires a Bachelor's degree and 1–5 years in financial services, strong analytical skills, and the ability to manage multiple projects.

Formación

• Bachelor's degree with a strong academic record.
• 1–5 years in financial services (internships included).
• Understanding of Dimensional's investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication.
• Detail-oriented; able to work in a team or independently.
• Self-starter who can manage multiple projects and deadlines.
• Strong Excel and Access skills; able to learn new programs.
• Pursue outside investment education (MBA, CFA, CFP).
• SIE, Series 7, and Series 63/66 licenses required within 12 weeks.

Responsabilidades

• Develop complex portfolio analyses for Advisor clients.
• Discuss key findings of portfolio analyses with clients.
• Deliver educational investment webinars to Advisor clients.
• Answer the Financial Advisor hotline with solutions.
• Assist in developing investment-related marketing materials.
• Develop understanding of Advisor business practices.
• Learn capital market research and apply to portfolio management.
• Some travel may be expected.

Conocimientos

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail-oriented

Team player

Self-starter

Meeting deadlines

Educación

Bachelor's degree

Herramientas

Excel

Access

Descripción del empleo

Job Description:

The Global Client Group (GCG) is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide Dimensional investment solutions across a range of offerings, such as mutual funds, ETFs, and separately managed accounts (SMAs). By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.

Our Analysts and Associates provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This role will support Regional Directors working with our largest RIA clients nationally.

Responsibilities:

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-5 years' experience in the Financial Services Industry (including internships)
• Solid understanding of Dimensional's investment philosophy
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment

This role is not eligible for immigration sponsorship.

#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.