Associate Investment Product Strategist/Specialist, Equities

Dimensional Fund Advisors
Austin, USA
Feb 18, 2021
Mar 06, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Associate Investment Strategist - Product Specialist (Equity) Austin/en-US/DFA_Careers/job/Austin/Associate-Investment-Strategist---Product-Specialist--Equity-_2020-5530-1/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 (ISG) 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.

Within ISG, The Product Specialist team is a resource for deep, specialized knowledge of our solutions. Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance. The Investment Strategist will work with other members of the Investments Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects. This position reports to a senior member of the team and is based in either our Austin, TX or Charlotte, NC office.

  • Independently analyze, process and interpret data to create portfolio performance commentary and charts..
  • 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 investment 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, an MBA and/or CFA are required.
  • 3-7 years of experience in a related role and a strong understanding of the asset management industry and capital markets.
  • Excellent analytical, interpersonal, verbal and written communication skills to articulate investment 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 TodayFull time2020-5530
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 $ 609 billion globally as of December 31, 2019.

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

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