Analyst, Global Client Group (Insurance)

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.   

Our Insurance Group sits within our Traditional Institutional Group and is responsible for working with Dimensional’s strategic insurance clients to expand existing relationships and develop new ones. The team is responsible for driving business to client solutions that include subadvisory, ETFs, variable insurance trusts, fixed index annuity multi-asset indices, and registered index-linked annuity indices. Our Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience. With proven success, Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials to be used in meetings with insurance clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
• Provide quality control for the data included in client reports and requests.
• Facilitate the completion of due diligence requests and client questionnaires.
• Help maintain CRM database.
• Build marketing lists for luncheons, investment forums and conferences.
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

Qualifications:

• Bachelor's degree
• Background or strong interest in the Financial Services Industry.
• 1+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus.
• Detail-oriented, organized, proactive, team-player
• Able to work equally well in a team environment and independently.
• Self-starter who is capable of completing multiple projects within set deadlines.
• Excellent written and verbal communication skills.
• Strong computer skills (Excel and Word) with the ability to learn programs as needed.
• Solid quantitative problem-solving skills.
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment).

#LI-Hybrid

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