Global Client Strategy Associate (Hybrid)

Dimensional Fund Advisors; Florida; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Office-first hybrid

Job summary

Dimensional Fund Advisors is seeking an Associate for the Global Client Group in a hybrid U.S. role. You will develop complex portfolio analyses for Advisor clients and prospects, present findings, and support Sales & Client Service in development and retention activities.

You'll deliver investment education webinars, respond to Financial Advisor inquiries, and collaborate on marketing materials while building deep knowledge of capital markets and Dimensional's investment philosophy.

Qualifications

• Bachelor's degree required with a strong academic record.
• 2–4 years of experience in the Financial Services Industry.
• Solid understanding of Dimensional's investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented and able to manage multiple projects.

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

Quantitative analysis

Communication

Interpersonal skills

Time management

Excel

Access

Problem solving

Attention to detail

Team player

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional Fund Advisors is seeking an Associate for the Global Client Group in a hybrid U.S. role. You will develop complex portfolio analyses for Advisor clients and prospects, present findings, and support Sales & Client Service in development and retention activities.

You'll deliver investment education webinars, respond to Financial Advisor inquiries, and collaborate on marketing materials while building deep knowledge of capital markets and Dimensional's investment philosophy.