Associate Investment Strategist (Equity Product Specialist)

Dimensional Fund Advisors•Austin, TX

3d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree required.
4-7 years of experience in a related role and a strong understanding of the asset management industry, ETFs and capital markets.
Excellent interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
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.

Nice To Haves

MBA and/or CFA are a plus.

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