Job Description:Within ISG, the Product Specialist team is a resource for deep, specialized knowledge of our investment solutions. Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance. The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects. This role will serve as an expert on our funds within the Equity Product Specialist team.
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.
This role is not eligible for immigration sponsorship. 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.
