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

CFA Institute; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive benefits

Educational initiatives

Celebrations of history and growth

Job summary

Dimensional Fund Advisors seeks an Analyst/Associate to support the Global Client Group by delivering in-depth portfolio analyses for advisor clients and prospects. You will present key findings, help create investment materials, and deliver educational webinars to RIAs nationwide.

The role emphasizes strong analytics, communication, and the ability to manage multiple projects. Some travel may be required, and licensing (SIE, Series 7/63/66) must be obtained within the first 12 weeks.

Qualifications

• Bachelor's degree required with a strong academic record.
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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.

Skills

Analytical skills

Communication

Problem-solving

Detail-oriented

Team player

Multi-project management

Self-starter

Excel

Access

Education

Bachelor's degree

SIE license

Series 7 license

Series 63/66 licenses

MBA/CFA/ CFP intent

Tools

Excel

Access

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.