Analyst / Associate, Global Client Group (Broker Dealer)

Dimensional Fund Advisors•Austin, TX

9d•Hybrid

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients. The Broker-Dealer Advisor channel works with wirehouse and full-service broker-dealer financial advisors across the country. Analysts support relationship management and the Sales & Client Service teams’ business development and client retention activities. With proven success, Analysts may have the opportunity to work directly with clients, prospects, and intermediaries to develop and expand relationships. Some travel may be expected. This role is not eligible for immigration sponsorship.

Requirements

Bachelor's degree with a strong academic record.
1–2 years of experience in the financial services industry, including internships.
Solid understanding of Dimensional's investment philosophy.
Strong analytical skills.
Solid quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
Detail-oriented.
Able to work equally well in a team environment and independently.
Self-starter capable of managing multiple projects and meeting deadlines.
Strong computer skills, including Excel and Access, with the ability to learn programs as needed.
Intention to pursue outside investment-related education, such as an MBA, CFA, or CFP.
SIE, Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment.

Responsibilities

Source opportunities through outbound calls and emails to advisors.
Collaborate with Regional Directors to identify new opportunities to engage with financial advisors.
Identify and discuss key findings of portfolio analyses with clients.
Answer the Financial Advisor hotline and provide answers and solutions to ad hoc investment questions and related client service needs.
Assist in the initial development of investment-related marketing materials and charts.
Develop a robust understanding of advisor business practices.
Develop a deep understanding of capital market research and its application to portfolio management.