Global Client Group Analyst - Portfolio & Relations

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

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