Associate Investment Strategist (Equity Product Specialist)
Hybrid · Austin, Texas, United States
Job Summary
Associate Investment Strategist within the Investment Solutions Group focused on broad equity market or strategy-specific data analysis, research, and ad hoc projects. Serve as SME to clients and the Dimensional sales organization, providing ongoing education, updates and facts about funds; develop portfolio performance commentary and charts; contribute to internal and external communications about investment philosophy and approach; ensure quality control of performance data; train to deliver presentations to consultants, clients and prospects; build feedback loops with external-facing account managers to improve Dimensional’s offerings.
Required Qualifications
- Bachelor’s degree required
- 4-7 years of experience in a related role
- strong understanding of the asset management industry, ETFs and capital markets
- ability to articulate investment concepts to varied audiences
- motivated to self-teach and apply learned knowledge
- MBA and/or CFA are a plus
- not eligible for immigration sponsorship
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