Investment Analyst - Client Strategy & Portfolio Insights

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst/Associate for the Global Client Group in a hybrid role. The position involves developing complex portfolio analyses for Advisor clients and prospects, communicating key findings, and delivering educational webinars to grow our ESG, fixed income, ETF, and SMA offerings.

You will support Regional Directors and collaborate with the Sales & Client Service teams in business development and retention, requiring strong analytical capabilities and a

Qualifications

• Bachelor’s degree is required with a strong academic record.
• 1-5 years’ experience in the Financial Services Industry (including internships).
• Solid understanding of Dimensional's investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.

Responsibilities

• Develop complex portfolio analyses for Advisor clients and prospects.
• Identify and discuss key findings of portfolio analyses to clients.
• Deliver educational investment-related webinars to Advisor clients.
• Answer the Financial Advisor hotline and provide answers to ad hoc questions.
• Assist in development of investment-related marketing materials and charts.
• Develop a robust understanding of Advisor business practices.
• Understand capital market research and its application to portfolio management.

Skills

Analytical skills

Communication skills

Interpersonal skills

Detail-oriented

Teamwork and independence

Multi-project management

Excel proficiency

Access proficiency

Investment education pursuit

Education

Bachelor’s degree

MBA/CFA/CFP (pursuit)

Tools

SIE license

Series 7

Series 63/66

Job description

Dimensional Fund Advisors is seeking an Analyst/Associate for the Global Client Group in a hybrid role. The position involves developing complex portfolio analyses for Advisor clients and prospects, communicating key findings, and delivering educational webinars to grow our ESG, fixed income, ETF, and SMA offerings.

You will support Regional Directors and collaborate with the Sales & Client Service teams in business development and retention, requiring strong analytical capabilities and a