Associate Investment Strategist (Equity Product Specialist)

Responsibilities

• Process and interpret data to create portfolio performance commentary and charts for Dimensional’s investment products.
• Play a crucial role in the development of internal and external communications about Dimensional’s investment philosophy and investment approach and products.
• Serve as Subject Matter Expert to clients and prospects and Dimensional sales organization in providing ongoing education, updates and facts about our funds.
• Provide quality control to ensure consistency and accuracy of performance and characteristics used internally and externally.
• Train to prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects.
• Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s offerings.

Qualifications

• Bachelor’s degree required.
• MBA and/or CFA are a plus.
• 4-7 years of experience in a related role and a strong understanding of the asset management industry, ETFs and capital markets.
• Excellent 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.
• Eager to learn and responsive to constructive feedback and guidance.

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.