Investment Strategist (Product Management)

Dimensional Fund Advisors, L.P.

$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA or CFA preferred.
  • 7+ years of experience in the investment industry.
  • Experience with fixed income products in product management or marketing.
  • Strong understanding of asset management, ETFs, and capital markets.
  • Experience in investment-related content creation preferred.
  • Excellent analytical, interpersonal, and communication skills.
  • Proven problem-solving abilities with independent judgment.
  • Experience managing complex projects with multiple stakeholders.

Responsibilities

  • Maintain in-depth knowledge of Dimensional's investment strategies and implementation.
  • Gain expertise in Dimensional's fixed income approach and differentiators.
  • Monitor competitive trends to support promotion of Dimensional's fixed income strategies.
  • Develop and enhance sales strategies in collaboration with sales teams.
  • Create multi-channel content and promotional strategies for fixed income offerings.
  • Partner with product and portfolio management teams for timely client communication.
  • Collaborate across departments on product initiatives.
  • Serve as an internal product knowledge resource and attend client events as needed.

Benefits

  • Comprehensive health benefits for employees and their families.
  • Educational initiatives for professional development.
  • Celebrations of company culture and milestones.
Full Job Description
Job Description:

Within ISG, the Product Management team supports the effective promotion of our strategies from launch through to ongoing support. These efforts include messaging and content development, industry and competitive analysis, internal and external communication, and cross-department coordination.

This position will focus on supporting Dimensional's fixed income offering, including content and promotion strategy for new strategy launches and for the broader lineup. The successful candidate will bring extensive experience from working within the asset management industry and with fixed income products.

Responsibilities:
  • Maintain a deep understanding of Dimensional's investment approach and its implementation across strategies
  • Become knowledgeable on Dimensional's fixed income approach, funds and strategies, and key differentiators
  • Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional fixed income strategies
  • Coordinate with sales teams to develop sales strategy and identify opportunities to enhance interactions with target audiences
  • Develop multi-channel content and promotion for Dimensional fixed income strategies and approach
  • Partner with portfolio management and product specialist teams to develop timely market and strategy stories for client conversations
  • Collaborate on product-related efforts with other departments including investments, portfolio management operations, sales, marketing, legal, and compliance
  • Serve as an internal resource on firm and industry product knowledge
  • Attend certain client engagements or events as a product subject matter specialist


Qualifications:
  • Bachelor's degree required. An MBA or CFA preferred.
  • Seven or more years of prior employment within the investment industry.
  • Previous experience with fixed income products in product management, product marketing, or portfolio management or related functions is preferred.
  • Strong understanding of the asset management industry, ETFs, and capital markets.
  • Experience with investment-related content creation strongly preferred.
  • Excellent analytical, interpersonal, verbal, and written communication skills.
  • Proven ability to resolve problems effectively and exercise independent judgment.
  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.
  • Experience managing complex projects with many stakeholders.


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.

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