Analyst, Global Client Group (Independent Advisor Group)

Dimensional•Santa Monica, CA

3d•Hybrid

About The Position

The Global Client Group (GCG) is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide Dimensional investment solutions across a range of offerings, such as mutual funds, ETFs, and separately managed accounts (SMAs). 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. Our Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will 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/or SMA offerings. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This role will support Regional Directors working with our largest RIA clients nationally.

Requirements

Bachelor's degree required with a strong academic record
1-2 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 are required and must be obtained within the first 12 weeks of hire as a condition of employment

Nice To Haves

Some travel may be expected

Responsibilities

Developing and constructing complex portfolio analysis for current Advisor clients and prospects
Identifying and discussing key findings of portfolio analyses to clients
Delivering educational investment related webinars to Advisor 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