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- Tasks: Join our team as an Investment Strategist, focusing on portfolio consulting and client analytics.
- Company: Dimensional Fund Advisors is a leading investment firm known for its innovative strategies and client-focused approach.
- Benefits: Enjoy opportunities for remote work, professional development, and a collaborative team environment.
- Why this job: This role offers hands-on experience in investment strategy and the chance to make a real impact.
- Qualifications: A degree in Finance, Statistics, or related fields is preferred; experience in investment management is a plus.
- Other info: Ideal for motivated individuals eager to learn and grow in a dynamic financial environment.
The predicted salary is between 36000 - 60000 £ per year.
Dimensional’s Investment Solutions Group (ISG) acts as a source of specialised investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.
The Portfolio Consulting team is one of the pillars within the Investment Solutions Group and is focused on consulting with Financial Advisors and Institutional clients on portfolio construction and analytics across asset classes. The primary focus of the Investment Strategist will be Portfolio Consulting. The secondary focus will be to support a variety of other ISG functions—handling technical client questions, helping create and manage local investment content and messaging, dealing with various ISG workstreams and projects.
The Investment Strategist will work collaboratively with others on the ISG team, Portfolio Managers, and our Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and experience working with and presenting to a wide range of clients. The position also requires a good sense of priorities.
Responsibilities- Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies and vehicle types (including Mutual Funds, ETFs and SMAs).
- Present compelling analysis to help clients better understand their portfolio exposures and risks.
- Lead internal training sessions and participate in client and prospect meetings in an investment expert capacity.
- Prepare analytics that convey complex asset allocation concepts in more accessible terms for clients and prospects.
- Independently analyze, process and interpret data to create custom bullets, narrative, charts, graphs and other diagrams and make recommendations to the investment functions.
- Enhance communication and teamwork across teams in both London and the U.S., leveraging best practices and sharing knowledge to increase the firm’s impact.
- Bachelor’s degree, or equivalent, in Finance, Statistics, Economics, Mathematics, or a related field.
- Investment management industry or related experience desired.
- Excellent verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner.
- Experience presenting technical investment and mathematical concepts to clients in a consultative manner.
- Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
- High attention to detail and comfortable working with data and statistical concepts.
- Ability to resolve problems effectively and exercise good judgement.
- Motivated to self-teach skills and apply learned knowledge to applicable tasks.
- Eager to learn and responsive to constructive feedback and guidance.
Investment Strategist - Dimensional Fund Advisors Ltd employer: Dimensional Fund Advisors Ltd
Contact Detail:
Dimensional Fund Advisors Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Strategist - Dimensional Fund Advisors Ltd
✨Tip Number 1
Familiarise yourself with Dimensional's investment philosophy and strategies. Understanding their approach will not only help you in interviews but also allow you to engage more meaningfully with the team and clients.
✨Tip Number 2
Brush up on your analytical skills, especially in portfolio construction and asset allocation. Being able to discuss these topics confidently will demonstrate your technical proficiency and readiness for the role.
✨Tip Number 3
Practice presenting complex investment concepts in a simplified manner. This skill is crucial for the role, as you'll need to convey technical information clearly to clients and colleagues alike.
✨Tip Number 4
Network with professionals in the investment management industry. Engaging with others can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Investment Strategist - Dimensional Fund Advisors Ltd
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Investment Strategist position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in investment management, analytical skills, and communication abilities. Use specific examples that demonstrate your expertise in portfolio consulting and client interactions.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your understanding of Dimensional's investment approach and how you can contribute to their Investment Solutions Group. Be sure to mention any relevant experience presenting complex concepts to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for the Investment Strategist role.
How to prepare for a job interview at Dimensional Fund Advisors Ltd
✨Know Your Stuff
Make sure you have a solid understanding of Dimensional's investment approach and the various strategies they employ. Be prepared to discuss how these strategies can be applied in real-world scenarios, especially in portfolio construction.
✨Communicate Clearly
Practice explaining complex investment concepts in simple terms. You might be asked to present your analysis or findings, so ensure you can convey your ideas clearly and compellingly to different audiences.
✨Showcase Your Analytical Skills
Be ready to demonstrate your analytical abilities. You could be given a case study or data set to interpret during the interview, so brush up on your statistical analysis skills and be prepared to discuss your thought process.
✨Emphasise Teamwork
Highlight your experience working collaboratively with others. The role involves working with various teams, so share examples of how you've successfully collaborated in the past and how you can enhance communication across teams.
