Associate Investment Strategist (Equity Product Specialist)

Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

Within ISG, the Product Specialist team is a resource for deep, specialized knowledge of our investment solutions. 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. This role will serve as an expert on our funds within the Equity Product Specialist team.

Responsibilities  

• Process and interpret data to create portfolio performance commentary and charts for Dimensional’s investment products.

• Play a crucial role in the development of internal and external communications about Dimensional’s investment philosophy and investment approach and products.

• Serve as Subject Matter Expert to clients and prospects and Dimensional sales organization in providing ongoing education, updates and facts about our funds.

• Provide quality control to ensure consistency and accuracy of performance and characteristics used internally and externally.

• 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.

Qualifications 

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

• 4-7 years of experience in a related role and a strong understanding of the asset management industry, ETFs and capital markets.

• Excellent interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.

• Ability to resolve problems effectively and exercise independent judgement.

• 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.