Associate, Global Client Group (Traditional Institutional Group)
Core
Support Regional Directors and Senior Associates in managing relationships with institutional clients and prospects for Dimensional's Global Client Group.
Role type
Associate, Institutional Sales Support
Builds
Client presentations, portfolio reviews, due diligence materials, and marketing lists for investment forums.
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Data compilation, presentation creation, CRM management, RFP review, quantitative problem-solving, written and verbal communication
Preferred skills
Asset Management experience, SIE/Series 7/63/66 licenses
Technologies
Excel, Word, CRM systems
Responsibilities
Prepare presentation materials for institutional clients, compile performance data and portfolio commentary, facilitate due diligence requests, maintain CRM database, review and edit RFPs, communicate with internal teams (operations, PM, research, legal, compliance, marketing)
Seniority
Entry-level to Junior, hands-on IC