Investment Associate, Equity Product Specialist

Dimensional Fund Advisors•Austin, TX

70d•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, this position sits in the Equity Product Specialists team, which serves as subject matter experts on portfolios, offering deep knowledge of Dimensional’s products as well as the competitive landscape. Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance. The Investment Associate will work with other members of the team and gain a comprehensive understanding of fund construction, performance drivers, and strategic data analysis, building client facing and project management skill sets on the job.

Requirements

Bachelor’s degree is required
1-5 years’ experience working in the asset management industry
Excellent analytical, interpersonal, verbal and written communication skills
Proven ability to resolve problems effectively and exercise independent judgement
Motivated to self-teach skills and apply learned knowledge to applicable tasks
Experience managing complex projects with many stakeholders

Nice To Haves

Working knowledge of (or willingness to learn) SQL and Python preferred

Responsibilities

Develop a deep understanding of Dimensional’s investment approach and its implementation across strategies
Effectively communicate and coordinate the team’s portfolio performance commentary
Provide quality control to ensure consistency, accuracy, and timely delivery of performance deliverables used internally and externally with minimal supervision
Support efforts to improve team processes

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants.
The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
At Dimensional, we want to change the way the world thinks about investing.
As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.
Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents.
With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience.
Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

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