Client-Facing Investment Analyst

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

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.