Investment Strategist (Product Management)

Dimensional Fund Advisors•Austin, TX

1d•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 Management team supports the effective promotion of our strategies from launch through to ongoing support. These efforts include messaging and content development, industry and competitive analysis, internal and external communication, and cross-department coordination. This position will focus on supporting Dimensional’s fixed income offering, including content and promotion strategy for new strategy launches and for the broader lineup. The successful candidate will bring extensive experience from working within the asset management industry and with fixed income products.

Requirements

Bachelor’s degree required.
Seven or more years of prior employment within the investment industry.
Previous experience with fixed income products in product management, product marketing, or portfolio management or related functions is preferred.
Strong understanding of the asset management industry, ETFs, and capital markets.
Experience with investment-related content creation strongly preferred.
Excellent analytical, interpersonal, verbal, and written communication skills.
Proven ability to resolve problems effectively and exercise independent judgment.
Motivated to self-teach skills and apply learned knowledge to applicable tasks.
Experience managing complex projects with many stakeholders.

Nice To Haves

An MBA or CFA preferred.

Responsibilities

Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies
Become knowledgeable on Dimensional’s fixed income approach, funds and strategies, and key differentiators
Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional fixed income strategies
Coordinate with sales teams to develop sales strategy and identify opportunities to enhance interactions with target audiences
Develop multi-channel content and promotion for Dimensional fixed income strategies and approach
Partner with portfolio management and product specialist teams to develop timely market and strategy stories for client conversations
Collaborate on product-related efforts with other departments including investments, portfolio management operations, sales, marketing, legal, and compliance
Serve as an internal resource on firm and industry product knowledge
Attend certain client engagements or events as a product subject matter specialist