Analyst/Associate, Client Communities

Responsibilities

• Develop and fine-tune systems and processes to streamline our work and make it better
• Manage the Communities inbox, promptly fielding questions, queries, and ad-hoc requests
• Enter CRM data, maintain CRM database, and ensure data integrity across all communities
• Assemble regular reporting and insights in preparation for meetings, events, or in response to inquiries
• Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs
• Manage Communities waitlists and new group interest, providing regular status reports
• Drive and execute annual client survey across Dimensional Communities
• Support the day-to-day activities of the team’s Regional Directors and Senior Associates
• Act as a process lead through planning, preparing, and following up on in person and virtual group meetings
• Maintain detailed, up-to-date documentation of groups, individual participants, events, agendas, surveys, materials, communications, and notes
• Build relationships and coordinate closely with internal teams including: events, business analytics, broadcast, portfolio management, research, legal, compliance and marketing
• Some travel may be expected

Qualifications

• Bachelor's degree required with a strong academic record
• 1-3 years’ experience in the Financial Services Industry (including internships)
• Understanding of Dimensional's investment philosophy
• Strong analytical, quantitative, qualitative, verbal, and written communication skills
• Outstanding interpersonal skills; keenly perceptive with off-the-charts empathy
• Impeccable attention to detail
• Able to work equally well in a team environment and independently
• Excellent time management and prioritization skills, capable of managing multiple projects
• Values and purpose-driven, with high ethical standards, professional and personal integrity
• Demonstrated initiative, accountability, and a focus on consistently delivering quality work
• Strong computer skills (Excel, Word, PowerPoint) with the ability to learn software as needed
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) as you progress in your career a plus