Global Client Solutions Analyst

Dimensional Fund Advisors; Charlotte, Northern (NC, KY); Híbrido; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Dimensional Fund Advisors is seeking an Analyst in the Global Client Group to support the East Coast with portfolio analysis, client services, and educational webinars for financial advisor clients. You will work with Regional Directors to develop business opportunities and improve client outcomes.

The role emphasizes analytical rigor, understanding of Dimensional's investment philosophy, and collaboration across Sales & Client Service teams.

Qualificações

• Bachelor's degree with strong academic record
• 1-3 years of experience in Financial Services
• Understanding of Dimensional's investment philosophy
• Proactive desire to learn and be a self-starter
• Strong analytical and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented with ability to manage multiple projects and deadlines
• Strong computer skills (Excel and Access) with ability to learn new programs
• SIE, Series 7, and Series 63/66 licenses to be obtained within first 12 weeks
• Some travel may be expected

Responsabilidades

• Developing and constructing complex portfolio analysis for Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses with clients
• Delivering educational investment webinars to Advisor clients
• Answering the Financial Advisor client service line and providing answers and solutions to ad hoc investment questions
• Assisting in development of investment-related marketing materials and charts
• Developing understanding of Advisor business practices and capital market research
• Understanding the advisor industry and related business practices
• Travel may be required

Conhecimentos

Analytical skills

Quantitative problem-solving

Communication

Interpersonal skills

Detail-oriented

Self-starter

Time management

Problem solving

Teamwork

Formação académica

Bachelor's degree

SIE and Series 7/63/66 licenses to obtain within 12 weeks

Ferramentas

Excel

Access

Descrição da oferta de emprego

Dimensional Fund Advisors is seeking an Analyst in the Global Client Group to support the East Coast with portfolio analysis, client services, and educational webinars for financial advisor clients. You will work with Regional Directors to develop business opportunities and improve client outcomes.

The role emphasizes analytical rigor, understanding of Dimensional's investment philosophy, and collaboration across Sales & Client Service teams.