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Reposted 29 Days AgoSaved
Hybrid
Charlotte, NC, USA
Junior
Junior
Financial Services
Supports financial institution and insurance client relationships through outbound sales calls, client service, prospecting, CRM management, reporting, performance materials, and fund-related content. The role partners with internal wholesalers, Regional Directors, and Marketing while developing expertise in investment solutions and insurance distribution. Some travel may be expected.
Top Skills: Crm SoftwareExcelMicrosoft WordReporting Tools
One Month AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Financial Services
Supports CRM and sales technology products by gathering requirements, translating business needs into scalable solutions, coordinating projects and workstreams, maintaining data quality, analyzing large datasets, supporting users, documenting processes, and contributing to product roadmaps and prioritization.
Top Skills: AgileCRMExcelJIRAMicrosoft DynamicsSnowflake
One Month AgoSaved
In-Office
Austin, TX, USA
Internship
Internship
Financial Services
Nine-week technology internship for undergraduate or specialized master’s students. Interns receive engineering mentorship, participate in Agile projects, develop creative technical solutions, and own a project that delivers business value. Responsibilities include presenting project outcomes to stakeholders and gaining exposure to financial services technology. Candidates should have application development, automated testing, version control, and familiarity with DevOps, databases, server infrastructure, or cybersecurity.
Top Skills: AgileAutomated TestingCybersecurityDatabase PlatformsDevOpsLinuxServer InfrastructureVersion ControlWindows
One Month AgoSaved
Hybrid
2 Locations
Entry level
Entry level
Financial Services
Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.
Top Skills: ExcelSQLVBA
Internship
Financial Services
Supports Global Client Group Sales Operations through client report preparation, quality control, reconciliations, information requests, database maintenance, business statistics, and reporting initiatives. The intern will use internal and third-party data, assist business development activities, communicate project updates, and learn systems supporting standardized and customized client reporting.
Top Skills: Excel
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One Month AgoSaved
Hybrid
Austin, TX, USA
Senior level
Senior level
Financial Services
Provides legal counsel to the firm's global investments function, focusing on ETF offerings and operations, portfolio management, securities laws, compliance programs, shareholder filings, corporate actions, board materials, and outside counsel oversight. Advises internal teams on U.S. and international legal requirements and translates complex regulations into practical guidance.
Top Skills: E-Billing SoftwareLegal Document RepositoriesLegal Research ToolsMicrosoft Office Suite
One Month AgoSaved
In-Office
Austin, TX, USA
Internship
Internship
Financial Services
Nine-week internship supporting Dimensional’s Investment Solutions Content Architecture team. Responsibilities include collecting, organizing, and analyzing data; developing scalable data models; improving processes; and automating data sourcing and content production. Interns will build foundational investment knowledge, contribute to reporting and content creation, and collaborate with Research, Portfolio Management, Trading, Client Group, and Marketing teams.
Top Skills: PythonSQL
Internship
Financial Services
Nine-week, fully in-person internship supporting Investment Engineering through investment data management, portfolio and strategy analysis, tool development, data-structure design, reporting, automation, and process improvement. Interns work on individual and team projects using quantitative reasoning, computational skills, and programming to support portfolio management, sales, and internal and external reporting processes.
Top Skills: AutomationC#Data AnalysisDatabasesJavaPythonRSASStataT-Sql
One Month AgoSaved
In-Office
2 Locations
Internship
Internship
Financial Services
Nine-week marketing internship supporting brand and messaging initiatives within an asset management firm. Interns will collaborate with marketing, sales, investment, and executive teams; contribute to marketing materials; conduct research on a high-priority initiative; and present findings and recommendations to department leadership. The role requires strong communication, analytical, organizational, teamwork, project management, and computer skills, with an interest in financial markets.
Top Skills: AccessExcelPowerPoint
Internship
Financial Services
Nine-week, fully in-person internship supporting Dimensional’s Research Department. Interns analyze portfolios and investment strategies, run simulations, conduct empirical research on asset pricing and economics, review academic papers, present findings, and address questions from investment and client services teams using quantitative, analytical, and programming skills.
Top Skills: C#C++FortranPythonRStata
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