What are the responsibilities and job description for the Associate Investment Strategist, Product Management position at Dimensional Fund Advisors?
Notes To Applicants:
Associate Investment Strategist, Product Management
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 Product Management team focuses on developing compelling product messaging and content to support Dimensional’s product strategy across all distribution channels. These efforts span new product launches, product enhancements, and product campaigns. As subject matter experts in product, the team also writes blogs, creates internal and external training resources, conducts competitive analysis, and engages with a range of internal and external stakeholders to promote Dimensional’s product-related initiatives.
This position will support the full range of Dimensional’s US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes. The successful candidate will bring experience from working within the asset management industry with a background in product management, product marketing, investment specialist, portfolio management, and/or strategic sales positions.
Responsibilities
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.
- 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.
Associate Investment Strategist, Product Management
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 Product Management team focuses on developing compelling product messaging and content to support Dimensional’s product strategy across all distribution channels. These efforts span new product launches, product enhancements, and product campaigns. As subject matter experts in product, the team also writes blogs, creates internal and external training resources, conducts competitive analysis, and engages with a range of internal and external stakeholders to promote Dimensional’s product-related initiatives.
This position will support the full range of Dimensional’s US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes. The successful candidate will bring experience from working within the asset management industry with a background in product management, product marketing, investment specialist, portfolio management, and/or strategic sales positions.
Responsibilities
- Develop compelling messaging, content, and campaign strategies to promote Dimensional’s investment philosophy and products across distribution channels.
- Create story-centered product content and communications, such as presentations, brochures, and articles.
- Support new product launches with multi-channel communication strategies and internal trainings.
- Partner effectively with stakeholders across external and internal business functions to manage complex product initiatives and contribute to effective sales strategy.
- Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies.
- Serve as a subject matter expert on firm and industry product knowledge.
- Bachelor’s degree is required.
- 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.
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.