Investment Strategist (Product Management)

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, the Product Management team supports the effective promotion of our strategies from launch through to ongoing support. These efforts include messaging and content development, industry and competitive analysis, internal and external communication, and cross-department coordination.

This position will focus on supporting Dimensional’s fixed income offering, including content and promotion strategy for new strategy launches and for the broader lineup. The successful candidate will bring extensive experience from working within the asset management industry and with fixed income products.

Responsibilities:

• Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies

• Become knowledgeable on Dimensional’s fixed income approach, funds and strategies, and key differentiators

• Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional fixed income strategies

• Coordinate with sales teams to develop sales strategy and identify opportunities to enhance interactions with target audiences

• Develop multi-channel content and promotion for Dimensional fixed income strategies and approach

• Partner with portfolio management and product specialist teams to develop timely market and strategy stories for client conversations

• Collaborate on product-related efforts with other departments including investments, portfolio management operations, sales, marketing, legal, and compliance

• Serve as an internal resource on firm and industry product knowledge

• Attend certain client engagements or events as a product subject matter specialist

Qualifications:

• Bachelor’s degree required. An MBA or CFA preferred.

• Seven or more years of prior employment within the investment industry.

• Previous experience with fixed income products in product management, product marketing, or portfolio management or related functions is preferred.

• Strong understanding of the asset management industry, ETFs, and capital markets.

• Experience with investment-related content creation strongly preferred.

• Excellent analytical, interpersonal, verbal, and written communication skills.

• Proven ability to resolve problems effectively and exercise independent judgment.

• Motivated to self-teach skills and apply learned knowledge to applicable tasks.

• Experience managing complex projects with many stakeholders.

This role is not eligible for immigration sponsorship.

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.