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Dimensional Fund Advisors · 2 months ago

Associate / Senior Associate, Global Client Group

Santa Monica

Full-time

Hybrid

Mid, Senior Level

$81K/yr - $140K/yr

Dimensional Fund Advisors is a company focused on transforming the way the world invests through its Global Client Group. The role involves expanding relationships with clients and providing support and analysis to enhance business development and client retention activities.

Financial Services

H1B Sponsor Likely

Responsibilities

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

Identifying and discussing key findings of portfolio analyses to clients

Delivering educational investment related webinars to Advisor 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

Investment philosophyAnalytical skillsQuantitative problem-solvingExcelAccessInvestment-related educationSIE licenseSeries 7 licenseSeries 63/66 licensesVerbal communicationWritten communicationInterpersonal skillsDetail-orientedTeamworkSelf-starterProject management

Required

Bachelor's degree required with a strong academic record

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 are required and must be obtained within the first 12 weeks of hire as a condition of employment

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of our history, culture, and growth

Company

Dimensional Fund Advisors

Glassdoor3.8

Dimensional Fund Advisors is a company that provides asset management services.

Founded in 1981

Austin, Texas, USA

1001-5000 employees

https://us.dimensional.com

H1B Sponsorship

Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (39)

2024 (18)

2023 (35)

2022 (22)

2021 (23)

2020 (31)