Associate Investment Strategist (Portfolio Consulting)

Notes To Applicants

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
  
  

Job Description

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 Portfolio Consulting team is focused on working with financial advisors and institutional clients on their portfolio construction and analytics across asset classes.

This position will work collaboratively with others on the team and across ISG as well as our Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and experience working with and presenting to a wide range of clients.

Responsibilities

• Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies and vehicle types (including Mutual Funds, ETFs and SMAs).
• Support senior consultants in analysis to help clients better understand their portfolio exposures and risks.
• Prepare analytics that convey complex asset allocation concepts in more accessible terms for clients and prospects.
• Independently analyze, process, and interpret data to create custom bullets, narrative, charts, graphs and other diagrams and make recommendations to the investment functions.
• Enhance communication and teamwork across teams in both London and the U.S., leveraging best practices and sharing knowledge to increase the firm’s impact.
• Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional’s strategies.
  
  

Qualifications

• Bachelor’s degree is required. An MBA or CFA is preferred.
• At least 5 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.
  
  

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.