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- Tasks: Support investment consulting services and analyse client portfolios in a dynamic team environment.
- Company: Join Dimensional Fund Advisors, a leader in investment solutions with a focus on client education.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a collaborative culture that values innovation and impactful client interactions.
- Qualifications: Bachelor’s degree in Finance or related field; experience in investment management is a plus.
- Other info: Ideal for motivated individuals eager to learn and grow in the finance industry.
The predicted salary is between 43200 - 72000 £ per year.
Investment Strategist, Investment Solutions
Investment Strategist, Investment Solutions
Dimensional Fund Advisors Ltd London, United Kingdom
Investment Strategist, Investment Solutions
Dimensional Fund Advisors Ltd London, United Kingdom Apply now Posted 14 hours ago Hybrid Job Permanent Competitive
Investment Strategist, Investment Solutions
Dimensional Fund Advisors Ltd London, United Kingdom Apply now
Associate Investment Strategist, Investment Solutions
Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized 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 Associate Investment Strategist will have two sets of responsibilities. One will be to help deploy Portfolio Consulting services in the EMEA region. Initially, the Associate Investment Strategist will support senior members of the local team; over time, direct involvement in client meetings is expected.
The other set of responsibilities will be to support broader ISG functions—handling technical client questions, helping create and manage local investment content and messaging, and dealing with various ISG workstreams and projects.
The Associate Investment Strategist will work collaboratively with others on the 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.
Responsibilities
- Support various Investment Solutions Group activities in the EMEA region.
- Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies and vehicle types (including funds, ETFs and separate accounts).
- Present compelling analysis to help clients better understand their portfolio exposures and risks.
- 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 team-work across teams in both London and the U.S., leveraging best practices and sharing knowledge to increase the firm’s impact.
Qualifications
- Bachelor’s degree, or equivalent, in Finance, Statistics, Economics, Mathematics, or a related field.
- Experience working within the investment management industry or related experience desired.
- 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.
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Investment Strategist, Investment Solutions 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, Investment Solutions
✨Tip Number 1
Familiarise yourself with Dimensional Fund Advisors' investment philosophy and strategies. Understanding their approach will not only help you in interviews but also allow you to engage meaningfully with the team and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment management industry, especially those who have experience in portfolio consulting. Attend relevant events or webinars to connect with potential colleagues and gain insights into the role and company culture.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to share specific examples of how you've presented complex data or investment concepts to clients, as this is a key aspect of the Associate Investment Strategist position.
✨Tip Number 4
Stay updated on current market trends and economic indicators that could impact investment strategies. Being knowledgeable about the latest developments will help you engage in informed discussions during interviews and showcase your proactive approach to learning.
We think you need these skills to ace Investment Strategist, Investment Solutions
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Investment Strategist position. Familiarise yourself with Dimensional Fund Advisors' investment approach and how it applies to portfolio consulting.
Tailor Your CV: Craft your CV to highlight relevant experience in finance, statistics, or economics. Emphasise any previous roles where you've presented complex investment concepts or worked with clients in a consultative manner.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the job requirements, particularly your analytical abilities and experience in the investment management industry.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors and that your documents clearly convey your qualifications and interest in the position.
How to prepare for a job interview at Dimensional Fund Advisors Ltd
✨Know Your Investment Concepts
Make sure you have a solid grasp of investment strategies, asset allocation, and statistical analysis. Be prepared to discuss how these concepts apply to real-world scenarios, as you'll need to present complex ideas in an accessible way.
✨Showcase Your Analytical Skills
Be ready to demonstrate your analytical abilities during the interview. You might be asked to interpret data or provide insights based on hypothetical scenarios, so practice explaining your thought process clearly and concisely.
✨Prepare for Client Interactions
Since the role involves consulting with clients, think about how you would approach client meetings. Prepare examples of how you've successfully communicated technical information to non-experts in the past, highlighting your interpersonal skills.
✨Emphasise Team Collaboration
This position requires working closely with various teams. Be ready to discuss your experience in collaborative environments and how you’ve contributed to team success. Highlight any instances where you’ve shared knowledge or best practices.
