Associate Investment Strategist (Equity Product Specialist)
Core
Serve as an expert on equity funds, providing data analysis, research, and education to clients and the sales organization about Dimensional's investment products and philosophy.
Role type
Associate Investment Strategist (Equity Product Specialist)
Builds
Portfolio performance commentary, charts, and educational content for clients and internal teams.
Domain
Asset Management / Equity Markets
Deliverable
dashboards & analysis
Required skills
Data analysis, research, subject matter expertise in equity funds, presentation skills, quality control, stakeholder communication
Preferred skills
MBA, CFA
Technologies
None stated
Responsibilities
Process and interpret data to create portfolio performance commentary and charts; Develop internal and external communications about investment philosophy; Serve as Subject Matter Expert to clients and sales teams; Ensure quality control of performance data; Deliver presentations on complex investment concepts; Provide feedback to improve fund offerings.
Seniority
Mid-level IC (4-7 years experience)