Analyst, Global Client Group (Bank Trust)

Dimensional Fund Advisors • Charlotte, NC

86d

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, Fixed Income, ETF, and SMA offerings. Our Bank Trust channel is responsible with working with bank & trust-based wealth management firms across the country. Our Analysts provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. With proven success, Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Requirements

• Bachelor's degree required with a strong academic record
• 1-3 years’ 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 who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses 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
• Identifying and discussing key findings of portfolio analyses to clients
• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Benefits

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

What This Job Offers

• Education Level: Bachelor's degree