Analyst/Associate, Investment Solutions (Portfolio Consulting Team)

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives of the company

Job summary

Dimensional Fund Advisors in Charlotte seeks an Analyst/Associate to develop portfolio analytics and engage with clients on asset allocation and fund selection. You will work with the Investment Solutions Group and Global Client Group, requiring technical proficiency and strong interpersonal communication.

The role emphasizes analyzing data, visualizing investment concepts, and improving processes to scale the business, with a focus on asset allocation and bespoke client analytics.

Qualifications

• Bachelor’s degree required.
• Interest in asset management and capital markets.
• Ability to work with large data sets.
• Excellent analytical and communication skills.
• Ability to articulate investment concepts.
• Ability to resolve problems effectively and exercise independent judgement.

Responsibilities

• Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
• Manage multiple competing deadlines.
• Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
• Identify creative/effective ways to visualize portfolio data and investment concepts.
• Improve existing processes to help scale the business.

Skills

Analytical

Interpersonal

Verbal communication

Independent judgement

Problem solving

Self-learning

Adaptability

Education

Bachelor’s degree

Job description

Job Description

Dimensional’s Investment Solutions Group 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 provides a resource for clients who want to engage in discussions on asset allocation and fund selection. The team provides custom, in depth fund and portfolio analysis so that clients can make well informed investment decisions. The Analyst/Associate will work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and interpersonal communication skills.

Responsibilities

• Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
• Manage multiple competing deadlines.
• Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
• Identify creative/effective ways to visualize portfolio data and investment concepts.
• Improve existing processes to help scale the business.

Qualifications

• Bachelor’s degree.
• A passion for the asset management industry and capital markets.
• Ability to contextualize detailed analysis (trees) in service of a strategic goal (forest).
• Comfort working with large data sets.
• Excellent analytical, interpersonal, and verbal communication skills.
• Ability to articulate investment concepts.
• Ability to resolve problems effectively and exercise independent judgement.
• Motivated to self-teach skills and apply learned knowledge to relevant tasks.
• Eager to learn and responsive to constructive feedback and guidance.

This role is not eligible for immigration sponsorship.

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.