Analyst, Global Client Group (National Relationship Group)

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst for the Global Client Group to support relationship management and analytical tasks for financial advisor clients across the east coast. You will gain hands-on experience by developing portfolio analyses and presenting findings to clients, while supporting marketing materials and educational webinars.

The role emphasizes understanding investor needs, collaboration with Sales & Client Service teams, and a hybrid office approach with travel as needed

Qualifications

• Bachelor's degree required with a strong academic record.
• 1-3 years of experience in Financial Services (including internships).
• Understanding of Dimensional's investment philosophy.
• Proactive desire to learn.
• Strong quantitative problem-solving skills.
• 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, Series 7, and Series 63/66 licenses required within first 12 weeks.

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 client service line 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.
• Developing a robust understanding of the advisor industry and related business practices.
• Some travel may be expected.

Skills

Strong analytical skills

Excellent verbal and written comms

Detail-oriented

Self-starter with multi-projects

Proficient with Excel/Access

MBA/CFA/ CFP intent

Education

Bachelor's degree

Tools

Excel

Access

Job description

Job Description: The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. 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. 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 a better investment experience. Our National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) across the country. Analysts 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 to help identify where we can add value and collaborate to provide a better investment experience. With proven success, Analysts will have the opportunity to work directly with clients and prospects to develop and expand personal and professional relationships. This role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.

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 client service line 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
• Developing a robust understanding of the advisor industry and related business practices
• Some travel may be expected

Qualifications

• Bachelor's degree required with a strong academic record
• 1-3 years of experience in the Financial Services Industry (including internships)
• Understanding of Dimensional's investment philosophy
• Proactive desire to learn
• Strong analytical skills
• Strong 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 can manage 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

• 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.

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.

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.