Investment Strategist, Equity Product Specialist
7 days ago
- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Resumes and portfolios (when applicable) 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 include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
- The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Dimensional's 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, this position sits in the Equity Product Specialists team, which serves as subject matter experts on portfolios, offering deep knowledge of Dimensional's products as well as the competitive landscape. 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 Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.
Responsibilities
- Serve as a subject-matter expert on Dimensional's funds and the industry to clients, prospects, and the Dimensional sales organization.
- Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects in a one-to-many format.
- Independently analyze, process and interpret performance of Dimensional's products relative to peers.
- Become a leader within the ISG organization, answering questions from the broader team, mentoring junior members, and potentially directly managing others.
- Provide high level oversight of the process related to creating performance related materials for Dimensional's sales team and board of directors.
- Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional's content and messaging.
- Develop a problem-solving mindset of how the team can become more efficient to improve processes and better serve our global sales team.
- Bachelor's degree is required. An MBA and/or CFA are preferred.
- At least 7 years of experience in a related role and a strong understanding of the asset management industry.
- Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
- 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.
- Must be willing to travel.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
-
Investment Specialist
5 days ago
Charlotte, NC, United States First Citizens Bank Full timeOverviewThe Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate...
-
Investment Specialist
7 days ago
Charlotte, NC, United States First Citizens Bank Full timeOverviewThe Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate...
-
Portfolio Strategist
2 weeks ago
Charlotte, NC, United States Horizon Investments Full timeThe Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and overall client support. The Portfolio Strategist will be the primary interface between Horizon's Investment...
-
Portfolio Strategist
7 days ago
Charlotte, NC, United States Horizon Investments Full timeThe Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and overall client support. The Portfolio Strategist will be the primary interface between Horizon's Investment...
-
Charlotte, NC, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? RBC Capital Markets - Community Investments (www.rbccm.com/Community Investments or "RBCCI"), part of the Royal Bank of Canada (RBC) firm, is a leading national syndicator of Federal and State Low Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits (HRTC), New Markets Tax Credits (NMTC), Renewable...
-
Charlotte, NC, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? RBC Capital Markets - Community Investments (www.rbccm.com/Community Investments or "RBCCI"), part of the Royal Bank of Canada (RBC) firm, is a leading national syndicator of Federal and State Low Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits (HRTC), New Markets Tax Credits (NMTC), Renewable...
-
Compliance Testing Specialist, Invest
2 weeks ago
Charlotte, NC, United States SoFi Full timeThis range is provided by SoFi. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $86,400.00/yr - $162,000.00/yr Employee Applicant Privacy Notice Shape a brighter financial future with us. Together with our members, were changing the way people think about and interact with personal finance....
-
Compliance Testing Specialist, Invest
2 weeks ago
Charlotte, NC, United States SoFi Full timeThis range is provided by SoFi. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $86,400.00/yr - $162,000.00/yr Employee Applicant Privacy Notice Shape a brighter financial future with us. Together with our members, were changing the way people think about and interact with personal finance....
-
Sr, Content Strategist
2 weeks ago
Charlotte, NC, United States Insight Global Full timeJob Description An employer is looking to hire a Sr Content Strategist as a remote resource. The Content Strategist role is responsible for helping to shape and craft simple, approachable, and straightforward language, hierarchy, and voice & tone for our digital experiences for our clients and participants. In partnership with designers, product owners, and...
-
Solution Architect
4 days ago
Charlotte, NC, United States Kaav Inc. Full timeJob Title: Solution Architect - Investment Technology & Data Location: Charlotte, NC (Hybrid) Experience: 12 to 15 years Candidate should have recent project Banking exp and should be currently working as an Architect . Key Responsibilities: Minimum 12 years of experience in an implementation or product manager role for a leading front office technology,...
