About The Position

Dimensional’s Investment Solutions Group (ISG) delivers specialized investment knowledge, thought leadership, education, and analysis to clients through face-to-face interactions and informative content. The Content Architecture team develops infrastructure for consistent, scalable content creation and repeatable analytics. Its work includes building documented data models for an end-to-end analytics ecosystem in Snowflake that supports slide creation, ad-hoc analysis, Power BI dashboards, and reporting. The Associate Investment Strategist will be a key contributor to ISG automation efforts, helping connect business needs with technical solutions and improving data ingestion, modeling, and content automation. The role requires investment-industry knowledge, experience with data systems and automation practices, and strong communication and problem-solving skills. Dimensional notes that the role is not eligible for immigration sponsorship.

Requirements

  • Bachelor’s degree in Finance, Economics, Computer Science, or another quantitative field.
  • At least 5 years of experience in a related role.
  • Strong understanding of the investment industry, data systems, and automation best practices.
  • Excellent interpersonal, oral, and written communication skills.
  • Experience with one or more of the following: Snowflake, SQL, DBT, Jinja2, Python, R, HTML, GitHub, or Power BI.
  • Ability to exercise independent judgment and solve problems.
  • Motivation to continue learning in a hands-on environment.

Nice To Haves

  • Master’s degree.
  • CFA.

Responsibilities

  • Collect, organize, and analyze data from internal and external databases.
  • Contribute to project system design with technology stakeholders.
  • Help design and maintain competitor and industry analysis.
  • Communicate project status and updates to management.
  • Liaise with internal stakeholders and translate business requirements into technical requirements.
  • Ensure consistent documentation and process standards across projects.
  • Drive efficiencies in data ingestion and modeling, as well as content automation.
  • Stay informed about industry best practices for systems and processes.
  • Promote innovation and learning opportunities.
  • Help foster an environment where junior team members can ask questions.

Benefits

  • Comprehensive benefits.
  • Educational initiatives.
  • Special celebrations of the company’s history, culture, and growth.
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