Dimensional

Dimensional

Associate Investment Strategist (Equity Product Specialist)

Austin

Sponsorship not specifiedDetected 32 days ago
Data AnalysisResearchLeadershipCommunicationPublic SpeakingCFA

About the role

  • Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance.
  • The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.

Responsibilities

  • Process and interpret data to create portfolio performance commentary and charts for Dimensional's investment products.
  • Train to prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects.
  • Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional's offerings.

Requirements

  • 4-7 years of experience in a related role and a strong understanding of the asset management industry, ETFs and capital markets.
  • Ability to resolve problems effectively and exercise independent judgement.
  • Within ISG, the Product Specialist team is a resource for deep, specialized knowledge of our investment solutions.
  • Bachelor's degree required. MBA and/or CFA are a plus.
  • Excellent interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
  • Motivated to self-teach skills and apply learned knowledge.
  • Eager to learn and responsive to constructive feedback and guidance.
  • This role is not eligible for immigration sponsorship.
  • Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
  • It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Nice to have

  • Bachelor's degree required.
  • MBA and/or CFA are a plus.

Compensation

  • The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregn

Benefits

  • This role will serve as an expert on our funds within the Equity Product Specialist team.
  • Serve as Subject Matter Expert to clients and prospects and Dimensional sales organization in providing ongoing education, updates and facts about our funds.

Visa & Work Authorization

  • This role is not eligible for immigration sponsorship.
Apply directly at Dimensional →Create a free account for alerts like thisView Dimensional immigration profile

This listing is sourced directly from Dimensional's careers page and normalized into a canonical job model.