Associate, Institutional Sales & Client Services (M/W/D) at Dimensional Fund Advisors | Munich, Bavaria | Rezi

Associate, Institutional Sales & Client Services (M/W/D) at Dimensional Fund Advisors

Associate, Institutional Sales & Client Services (M/W/D)

Dimensional Fund Advisors · Munich, Bavaria

3 weeks ago

Associate, Institutional Sales & Client Services (M/W/D)

Dimensional Fund Advisors · Munich, Bavaria

21 days ago
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About the Role

Dimensional, a global asset manager, seeks an Associate to support institutional business development in the DACH region. This role is part of the Global Client Group (GCG) and focuses on relationship management and analytical analysis to grow the client base and develop new business opportunities. The Associate will receive on-the-job training and collaborate in a team-based environment.

Responsibilities

  • Become an expert on Dimensional’s evidence-based investment approach and its implementation across strategies and vehicle types.
  • Support the institutional sales team in all client service-related aspects.
  • Prepare and manage presentations and client materials on Dimensional’s strategies, research, asset allocation, ESG, and other investment topics.
  • Oversee and coordinate regular client reporting and answer related questions.
  • Maintain accurate client records using the CRM system.
  • Undertake projects to support sales and client relationship efforts, such as researching market segments or prospective clients.
  • Collaborate with colleagues across Investment, Marketing, and Events teams.
  • Build relationships with colleagues across the Global Client Group and other internal departments.
  • Develop and take over own client relationships over the long term.

Requirements

  • Native or fluent German language skills (verbal and written) are essential.
  • Fluency in English is required.
  • Bachelor’s degree, or equivalent, in a relevant discipline.
  • Robust experience in the investment or asset management industry or related experience.
  • Solid understanding of public equity markets.
  • Knowledge of fixed income markets is a plus.
  • Experience with separate accounts and KVGs is a plus.
  • Excellent process management skills, handling different tasks in parallel.
  • High attention to detail and comfortable working independently.
  • Excellent analytical, interpersonal, verbal and written communication skills.
  • Ability to develop and sustain relationships with internal stakeholders, clients, and senior managers.
  • Solid Excel and PowerPoint skills.
  • Resumes and portfolios are required as part of your application.

Skills

  • Relationship management
  • Analytical analysis
  • Client service
  • Business development
  • Process management
  • Excel
  • PowerPoint

Location

  • Munich

Work Type

  • Hybrid

Experience Level

  • Associate

Education Level

  • Bachelor's degree

Benefits

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

About the Company

  • Dimensional is a global asset manager with roughly $1 trillion in assets under management.
  • The company strives to transform the way the world invests.
  • Dimensional offers systematic, value-added investment solutions based on robust science and thoughtful implementation.
  • The global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents.
  • The company has a learning mindset rooted in academia and powered by great ideas in finance.
  • Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Equal Opportunity

  • 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, 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.
  • Dimensional strives to be an inclusive workplace for all.
  • Reasonable accommodation is available upon request for individuals requiring assistance in completing the application, interviewing, or participating in the employee selection process.