Associate Investment Strategist (Equity Product Specialist)
Core
Create portfolio performance commentary, charts, and educational content to help clients understand Dimensional's equity funds and investment philosophy.
Role type
Associate Investment Strategist (Equity Product Specialist)
Builds
Portfolio performance commentary, charts, and educational materials for clients and sales teams
Domain
Asset Management / Equity Markets
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data analysis, portfolio performance interpretation, investment concept articulation, quality control, presentation delivery, stakeholder relationship management
Preferred skills
MBA, CFA, self-teaching ability
Technologies
Data visualization tools, portfolio analysis software
Responsibilities
Process and interpret data to create portfolio performance commentary and charts; Develop internal and external communications about investment philosophy and products; Serve as Subject Matter Expert to clients and sales organization; Provide quality control for performance and characteristics data; Prepare and deliver presentations conveying complex investment concepts; Develop feedback loops with account managers to improve offerings
