Investment Solutions Associate (Thought Leadership)

Notes to applicants:

• 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.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

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. 

The Investment Solutions Associate will conduct analysis on a wide range of investment topics to produce high-quality thought-leadership content to support client communications on our research, equity and fixed income products, and portfolio construction. This position will also focus on providing data and analytical support for the broader Investment Solutions Group that includes thought leadership, product specialists, portfolio consulting, investment communications, and product management. 

The Associate will also work collaboratively with Portfolio Managers, Research and our Global Client Group to provide empirical analysis on broad investment and financial market topics as well as bespoke client analytics. This position requires technical proficiency as well as strong written and interpersonal communication skills.  

Responsibilities: 

• Collect, organize and analyze data from various internal and external databases and programs, including returns programs, characteristics and attributions databases, and various marketing and client databases. 

• Monitor the competitive landscape to support efforts to promote Dimensional’s investment strategies through content design and analysis. 

• Identify ways to automate content production and reporting.  

• Identify relevant investment trends and aid in the design and maintenance of competitive analysis for prospect, client, consultant, and other meetings/presentations. 

Qualifications: 

• Bachelor’s or Master’s degree in Finance, Economics, Computer Science, or another quantitative field.  

• Demonstrated history of academic achievement. 

• Knowledge of Python, R, SQL or other relevant language. 

• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches in a clear and compelling manner. 

• Ability to work independently and as part of a team, to prioritize and exercise time management. 

• Strong analytical and quantitative problem-solving skills and comfort with large data sets. 

• Interest in financial markets and an understanding of Dimensional’s investment philosophy. 

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.