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Dimensional Fund Advisors · 2 months ago

Associate, Global Client Group (Bank Trust)

Charlotte, NC

Full-time

Onsite

Entry, Mid Level

2+ years exp

Dimensional Fund Advisors is a company focused on transforming the way the world invests through their Global Client Group. The Associate role involves providing relationship management and analytical support to the Sales & Client Service teams, assisting in business development and client retention activities across the East Coast.

Financial Services

Responsibilities

Assisting Regional Director and Client Service team in coordinating client engagements

Developing service strategy to monitor business development opportunities

Developing and constructing complex portfolio analysis for current Advisor clients and prospects

Identifying and discussing key findings of portfolio analyses to clients

Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service

Assisting in the initial development of investment related marketing materials and charts

Developing a robust understanding of Advisor business practices

Developing a deep understanding of capital market research and application to portfolio management

Some travel may be expected

Qualification

Financial Services ExperienceAnalytical SkillsQuantitative Problem-SolvingInvestment LicensesExcelAccessCommunication SkillsDetail-OrientedTeamworkSelf-Starter

Required

Bachelor's degree required with a strong academic record

2-4 years of experience in the Financial Services Industry

Solid understanding of Dimensional's investment philosophy

Strong analytical skills

Solid quantitative problem-solving skills

Excellent verbal and written communication and interpersonal skills

Detail-oriented

Able to work equally well in a team environment and independently

Self-starter who is capable of managing multiple projects and meeting deadlines

Strong computer skills (Excel and Access) with the ability to learn programs as needed

Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)

SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment