Equity Investment Strategist

2 weeks ago


Charlotte, North Carolina, United States Dimensional Fund Advisors Full time
Position Title: Investment Strategist (Equity Product Specialist)

Location: Charlotte

Employment Type: Full Time

Job Overview:
At Dimensional Fund Advisors, we recognize the significance of collaboration within our teams and the advantages of a flexible work environment. Most positions follow an office-first hybrid model, where team members gather on designated days and have the flexibility to choose their work location on others.

Role Summary:
The Investment Solutions Group (ISG) at Dimensional serves as a hub of specialized investment expertise, providing thought leadership, education, and analytical insights to our clients through engaging interactions and informative content.

The Investment Strategist will collaborate with the Product Specialist team, focusing on comprehensive equity market analysis, strategy-specific research, and various ad hoc projects. This role reports to the Co-Head of Product Specialists and is integral to the Equity Product Specialist team.

Key Responsibilities:
1. Conduct independent analysis and interpretation of data to produce portfolio performance reports and visualizations for Dimensional's investment offerings.
2. Contribute significantly to the creation of internal and external communications regarding Dimensional's investment philosophy and product offerings.
3. Act as a Subject Matter Expert for clients, prospects, and the Dimensional sales team, providing ongoing education and updates about our equity solutions.
4. Ensure quality control to maintain consistency and accuracy in performance metrics and characteristics used both internally and externally.
5. Prepare and deliver presentations that simplify complex investment concepts for various audiences, including consultants and clients.
6. Foster a feedback loop through collaboration with account managers to recommend enhancements to Dimensional's product offerings.

Qualifications:
- Bachelor's degree required; an MBA and/or CFA designation is preferred.
- Minimum of 7 years of experience in a related field with a strong grasp of the asset management industry and equity products.
- Exceptional analytical, interpersonal, and communication skills, capable of conveying investment concepts to diverse audiences.
- Proven ability to resolve issues effectively and exercise independent judgment.
- Self-motivated with a commitment to continuous learning and responsiveness to feedback.

About Dimensional:
Dimensional Fund Advisors is dedicated to transforming the investment landscape. As a prominent global investment firm, we provide systematic, value-driven investment solutions grounded in rigorous research and thoughtful execution. Our diverse team of over 1,600 professionals is united by a commitment to delivering exceptional client experiences and advancing innovative investment strategies.

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