Analyst/Associate, Global Client Group (National Relationships Group)

Notes to applicants: Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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. Job Description: The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) across the country. Associates/Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients’ evolving needs to help identify where we can add value and collaborate to provide a better investment experience. With proven success, Associates/Analysts will have the opportunity to work directly with clients and prospects to develop and expand personal and professional relationships. This role will support Regional Directors in business development and client services activities for our financial advisor clients across the Western US States. 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 client service line 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 Developing a robust understanding of the advisor industry and related business practices Qualifications: Bachelor's degree required with a strong academic record 1-3 years’ experience in the Financial Services Industry (including internships) Understanding of Dimensional's investment philosophy Proactive desire to learn Strong analytical skills Strong 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 can manage 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) Ability to successful pass the Series 7 within the first 120 days of employment to interact with clients, followed by the Series 63/66 #LI-Hybrid 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. It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs. Dimensional is dedicated to creating better tomorrows—in investing and in life. Our global team includes hundreds of passionate people with diverse experiences, education, strengths, and talents. Together, we aim to improve lives by changing the way the world thinks and feels about investing. Guided by a strong belief in markets and powered by the great ideas in finance, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading. Since 1981, we have translated research into real-world investment solutions. Our clients include financial advisors, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Dimensional is headquartered in Austin, Texas, and has offices across North America, Europe, and the Asia Pacific region. For more information about Dimensional and our current opportunities, please visit our Careers site. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.