Investment Client Relations Analyst (Hybrid)

CFA Institute; Santa Monica (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Dimensional seeks an Analyst for the Global Client Group to support sales and client service teams across advisor channels. You will learn portfolio analysis, assist in delivering investment solutions to financial advisors, and help expand client relationships with wirehouses and broker-dealers.

Requirements include 1–2 years in financial services, a Bachelor's degree, strong analytical skills, and Excel/Access proficiency. Licensing (SIE, Series 7, 63/66) must be obtained within 12 weeks.

Qualifications

• Bachelor's degree with a strong academic record.
• 1–2 years of experience in Financial Services (incl. internships).
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication.
• Proficiency with Excel and Access; ability to learn new programs.
• Intention to pursue MBA, CFA or CFP.
• SIE, Series 7, and Series 63/66 licenses to be obtained within 12 weeks.

Responsibilities

• Source opportunities through outbound calls and emails to advisors.
• Collaborate with Regional Directors to identify new opportunities with financial advisors.
• Discuss portfolio analysis findings with clients.
• Answer the Financial Advisor hotline with investment questions and client service.
• Assist in developing investment-related marketing materials and charts.
• Develop an understanding of advisor business practices.
• Travel may be expected.

Skills

Analytical skills

Quantitative problem solving

Verbal communication

Written communication

Attention to detail

Teamwork

Self-motivation

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional seeks an Analyst for the Global Client Group to support sales and client service teams across advisor channels. You will learn portfolio analysis, assist in delivering investment solutions to financial advisors, and help expand client relationships with wirehouses and broker-dealers.

Requirements include 1–2 years in financial services, a Bachelor's degree, strong analytical skills, and Excel/Access proficiency. Licensing (SIE, Series 7, 63/66) must be obtained within 12 weeks.