Global Client Group Associate - Portfolio & Relationships

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte, NC is seeking an Associate in the Global Client Group (Bank Trust Channel) to support relationship management and business development for advisor clients. You will develop portfolio analyses, discuss key findings, and deliver educational webinars.

This role requires a Bachelor's degree and 1–3 years in financial services, strong analytical and communication skills, proficiency in Excel and Access, and a willingness to pursue MBA, CFA, or CFP.

Qualifications

• Bachelor's degree with a strong academic record
• 1–3 years in the Financial Services Industry (including internships)
• Solid understanding of Dimensional’s investment philosophy
• Strong analytical skills
• Solid 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 capable of managing 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, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship

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
• 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

Quantitative

Communication

Detail-oriented

Team player

Self-starter

Multi-project

Excel

Learning programs

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional Fund Advisors in Charlotte, NC is seeking an Associate in the Global Client Group (Bank Trust Channel) to support relationship management and business development for advisor clients. You will develop portfolio analyses, discuss key findings, and deliver educational webinars.

This role requires a Bachelor's degree and 1–3 years in financial services, strong analytical and communication skills, proficiency in Excel and Access, and a willingness to pursue MBA, CFA, or CFP.