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

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst/Associate for the Global Client Group in a hybrid role. The position involves developing complex portfolio analyses for Advisor clients and prospects, communicating key findings, and delivering educational webinars to grow our ESG, fixed income, ETF, and SMA offerings.

You will support Regional Directors and collaborate with the Sales & Client Service teams in business development and retention, requiring strong analytical capabilities and a

Qualifications

• Bachelor’s degree is 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 and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.

Responsibilities

• Develop complex portfolio analyses for Advisor clients and prospects.
• Identify and discuss key findings of portfolio analyses to clients.
• Deliver educational investment-related webinars to Advisor clients.
• Answer the Financial Advisor hotline and provide answers to ad hoc questions.
• Assist in development of investment-related marketing materials and charts.
• Develop a robust understanding of Advisor business practices.
• Understand capital market research and its application to portfolio management.

Skills

Analytical skills

Communication skills

Interpersonal skills

Detail-oriented

Teamwork and independence

Multi-project management

Excel proficiency

Access proficiency

Investment education pursuit

Education

Bachelor’s degree

MBA/CFA/CFP (pursuit)

Tools

SIE license

Series 7

Series 63/66

Job description

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

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.

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.

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.

Here at Dimensional, we strive to be an inclusive workplace for all.

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.