Associate Investment Strategist

Dimensional Fund Advisors
Austin, USA
Oct 26, 2019
Oct 28, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Fixed Income - Associate Investment Strategist Austin/en-US/DFA_Careers/job/Austin/Fixed-Income---Associate-Investment-Strategist_2019-5335/apply
Note to applicants: Resumes 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 attach a resume at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Job Description:
Dimensionals Investment Solutions Group acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

The Associate Investment Strategist will support Senior Investment Strategists, Portfolio Managers, and the Global Client Group with a focus on broad fixed income market or strategy-specific data analysis, research, and ad hoc projects. This position reports to a senior member of the Investment Solutions Group and is based in our Austin, TX headquarters.

  • Independently analyze, process and interpret data to create custom bullets, narrative, charts, graphs and other diagrams and make recommendations to the investment functions.
  • Play a crucial role in the development of internal and external communications, including investment philosophy, portfolio management process, and portfolio commentary.
  • Lead the collaborative efforts with Research, Portfolio Management, Trading, Investment Solutions Group, Sales and Marketing to drive collaboration to keep functional groups aligned.
  • Lead internal product discussions with an educational framework.
  • Provide quality control to ensure consistency and accuracy of performance and characteristics used internally and externally with minimal supervision.
  • Prepare and deliver presentations that convey complex fixed income 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 Dimensionals offerings.

  • Bachelors degree is required. An MBA or CFA is preferred.
  • Three to five years of experience in a fixed income related role required and a strong understanding of the asset management industry and capital markets.
  • Excellent analytical, interpersonal, verbal and written communication skills to articulate fixed income concepts to a variety of audience types.
  • Experience with portfolio attribution analysis and performance commentary writing is preferred.
  • Ability to resolve problems effectively and exercise independent judgement.
  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.
  • Eager to learn and responsive to constructive feedback and guidance.

Please submit resume and cover letter with your application materials.

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.
Posted 5 Days AgoFull time2019-5335
Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $586 billion globally as of June 30, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.

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