Communities Analytics & Client Relations Associate

American Association for Public Opinion Research; Austin, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional seeks an energetic Communities Associate to support client relationship management, analytics, and events across the US. You will assist Regional Directors and Senior Associates with service delivery, business development, and community activities.

The role offers exposure to capital market research and investment concepts, with opportunities to grow within the Dimensional Communities framework and collaborate across multiple teams.

Qualifications

• Bachelor's degree required with a strong academic record.
• 1–3 years' experience in the Financial Services Industry (including internships).
• Understanding of Dimensional's investment philosophy.
• Strong analytical, quantitative, qualitative, verbal, and written communication skills.
• Outstanding interpersonal skills; keenly perceptive with off-the-charts empathy.
• Impeccable attention to detail.
• Able to work equally well in a team environment and independently.
• Excellent time management and prioritization skills, capable of managing multiple projects.
• Values and purpose-driven, with high ethical standards, professional and personal integrity.
• Demonstrated initiative, accountability, and a focus on consistently delivering quality work.
• Strong computer skills (Excel, Word, PowerPoint) with the ability to learn software as needed.
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 12 weeks of hire as a condition of employment).
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) as you progress in your career a plus]

Responsibilities

• Develop and fine-tune systems and processes to streamline our work and make it better.
• Manage the Communities inbox, promptly fielding questions, queries, and ad-hoc requests.
• Enter CRM data, maintain CRM database, and ensure data integrity across all communities.
• Assemble regular reporting and insights in preparation for meetings, events, or in response to inquiries: portfolio and investment data, analytical and qualitative intel.
• Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs.
• Manage Communities waitlists and new group interest, providing regular status reports.
• Drive and execute annual client survey across Dimensional Communities.
• Build relationships and coordinate closely with internal teams including: events, business analytics, broadcast, portfolio management, research, legal, compliance and marketing.

Skills

Analytical skills

Communication skills

Interpersonal skills

Attention to detail

Time management

Teamwork

Independent work

Integrity

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Job description

Dimensional seeks an energetic Communities Associate to support client relationship management, analytics, and events across the US. You will assist Regional Directors and Senior Associates with service delivery, business development, and community activities.

The role offers exposure to capital market research and investment concepts, with opportunities to grow within the Dimensional Communities framework and collaborate across multiple teams.