Analyst, Global Client Group (National Relationship Group)

CFA Institute; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst to support the National Relationship Group and East Coast advisor clients. You will build portfolio analyses, present findings, and help develop investment materials for advisor clients.

Candidates should have a bachelor's degree and 1-3 years in financial services, with strong analytical and communication skills. The role requires pursuing CFA/CFP, and SIE/Series licenses within 12 weeks. Hybrid work in the Charlotte, NC area is available.

Qualifications

• Bachelor's degree required with a strong academic record.
• 1-3 years of experience in financial services.
• 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 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, 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.

Responsibilities

• Develop complex portfolio analyses for current 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 client service line and provide answers to ad hoc investment questions.
• Assist in the initial 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.
• Understand the advisor industry and related business practices.
• Some travel may be expected.

Skills

Analytical skills

Quantitative skills

Verbal & written communication

Detail-oriented

Teamwork and independent work

Self-starter

Curiosity to learn

Investment philosophy understanding

SIE license awareness

Series licenses awareness

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.

#LI-Hybrid

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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.