Investment Strategist, Equity Product Specialist

Dimensional • Charlotte, NC

20d • 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 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.

Requirements

• Bachelor’s degree is required.
• At least 7 years of experience in a related role and a strong understanding of the asset management industry.
• Excellent analytical, 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 to applicable tasks.
• Eager to learn and responsive to constructive feedback and guidance.
• Must be willing to travel.

Nice To Haves

• An MBA and/or CFA are preferred.

Responsibilities

• Serve as a subject-matter expert on Dimensional’s funds and the industry to clients, prospects, and the Dimensional sales organization.
• Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects in a one-to-many format.
• Independently analyze, process and interpret performance of Dimensional’s products relative to peers.
• Become a leader within the ISG organization, answering questions from the broader team, mentoring junior members, and potentially directly managing others.
• Provide high level oversight of the process related to creating performance related materials for Dimensional’s sales team and board of directors.
• Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s content and messaging.
• Develop a problem-solving mindset of how the team can become more efficient to improve processes and better serve our global sales team.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level