Analyst / Associate, Global Client Group (Independent Advisor Group)
Core
Provide relationship management and analytical support to Sales & Client Service teams for fee-only financial advisors (RIAs), focusing on portfolio analysis, client education, and investment solutions.
Role type
Analyst / Associate in Global Client Group (Independent Advisor Group) (via careerplan.io/jobs/2026-9071-analyst-associate-global-client-group-independent-advisor-group-at-dimensional)
Builds
Investment solutions including mutual funds, ETFs, and separately managed accounts (SMAs) for RIA clients
Domain
Financial Services / Asset Management / Independent Advisor Group
Required skills
Portfolio analysis, quantitative problem-solving, capital market research, Excel, Access, regulatory licensing (SIE, Series 7, Series 63/66)
Preferred skills
MBA, CFA, CFP
Responsibilities
Construct complex portfolio analysis for Advisor clients, deliver educational investment webinars, answer Financial Advisor hotline, assist in developing investment marketing materials
Seniority
Junior to Mid-level, hands-on IC