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About the Role

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, approach, and products
Serve as Subject Matter Expert to clients, prospects, and the Dimensional sales organization, providing ongoing education, updates, and facts about 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 accessible terms for consultants, clients, and prospects
Develop a feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s offerings

Requirements

Bachelor’s degree required
4-7 years of experience in a related role
Strong understanding of the asset management industry, ETFs, and capital markets
Excellent interpersonal, verbal, and written communication skills to articulate investment concepts to diverse audiences
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
Role is not eligible for immigration sponsorship

Skills

Interpersonal communication
Verbal communication
Written communication
Problem-solving
Independent judgement
Self-teaching
Applying learned knowledge
Learning agility
Responsiveness to feedback
Understanding of asset management industry
Understanding of ETFs
Understanding of capital markets

Location

Hybrid

Work Type

Hybrid

Experience Level

4-7 years of experience

Education Level

Bachelor’s degree
MBA (a plus)
CFA (a plus)

Benefits

Comprehensive benefits
Educational initiatives
Special celebrations of history, culture, and growth

About the Company

Dimensional aims to change the way the world thinks about investing
A leading global investment firm offering systematic, value-added investment solutions based on robust science and thoughtful implementation
Global team includes over 1,600 passionate people with diverse experiences, education, strengths, and talents
Operates with a learning mindset rooted in academia and powered by great ideas in finance
Pursues the strongest investment solutions while providing a world-class client experience
Every employee contributes to delivering client experiences, working as a team to improve investors’ lives
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission

Equal Opportunity

Company policy is to provide equal opportunity for all employees and applicants
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, 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, stalking, or sex offenses, genetic information, political or recreational activities, arrest or conviction record, salary history, natural hairstyle, or any other status protected by applicable law
Strives to be an inclusive workplace for all
Reasonable accommodation is available upon request for completing applications, interviewing, or participating in the employee selection process