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Associate Investment Strategist

Employer
Dimensional Fund Advisors
Location
Austin, USA
Salary
Competitive
Closing date
Oct 28, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Investment Products - Associate Investment Strategist Austin/en-US/DFA_Careers/job/Austin/Associate-Investment-Strategist_2019-5334/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 join the product management team in Dimensionals Investment Solutions Group. The product management team serves as an important function in advancing the message around Dimensionals investment approach and portfolios. The product management team is responsible for the planning and execution of strategic campaigns on key investment priorities. This role will support senior members of the team on determining campaign strategy, developing content to support campaign objectives, coordinating efforts across senior leadership and Dimensionals investment and client teams, managing the overall project plan for campaigns, and delivering internal communication and training. Success in this role may lead to opportunities to own the overall success of strategic campaigns and increased collaboration with senior leaders within the firm. This position is based in either our Austin, TX or Charlotte, NC office and reports to a senior member of the Investment Solutions team.

Responsibilities:
  • Develop external and internal content (prose, presentations, etc.) that supports investment priorities, which requires the ability to convey complex investment concepts in varying mediums and with consideration for varying audiences.
  • Support senior team members on strategic campaign planning, which requires an in-depth understanding of campaign goals and related investment concepts, an understanding of relevant competitive considerations, and familiarity with targeted audiences.
  • Manage campaign workflow to ensure execution within targeted timelines and with adherence to campaign objectives.
  • Support senior team members on the development and delivery of internal communication on campaign objectives and deliverables or internal messaging training.
  • Collaborate across many internal stakeholders and departments on deliverables and communication.
  • Own or support special project work or ad hoc requests.

Qualifications:
  • Bachelors degree required. An MBA or CFA preferred.
  • Five or more years of prior employment within the investment industry.
  • Demonstrated understanding of broad markets, asset classes, and investment products.
  • Previous experience in product management or related functions is strongly preferred.
  • Excellent analytical, interpersonal, verbal and written communication skills.
  • Proven ability to resolve problems effectively and exercise independent judgement.
  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.
  • Experience managing complex projects with many stakeholders preferred.

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 2 Days AgoFull time2019-5334
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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