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For Companies At a Glance
- Tasks: Support investment consulting services and engage with clients on portfolio strategies.
- Company: Dimensional Fund Advisors is a leader in investment solutions, known for its innovative approach.
- Benefits: Gain hands-on experience, collaborate with experts, and enjoy a dynamic work environment.
- Why this job: Join a team that values learning, teamwork, and impactful client interactions in finance.
- Qualifications: Bachelor's degree in Finance or related field; experience in investment management preferred.
- Other info: Opportunity to grow into client-facing roles and enhance analytical skills.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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.
Investment Strategist, Investment Solutions - 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, Investment Solutions - Dimensional Fund Advisors Ltd
✨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 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. Engaging with them can provide insights into the role and potentially lead to referrals.
✨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 in an accessible way to clients.
✨Tip Number 4
Stay updated on current trends in the investment landscape, particularly in the EMEA region. Being knowledgeable about market conditions and client needs will set you apart during discussions with the hiring team.
We think you need these skills to ace Investment Strategist, Investment Solutions - Dimensional Fund Advisors Ltd
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of the Associate 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 presented technical concepts to clients, as this is crucial for the position.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your analytical skills and how they align with the responsibilities of supporting the Investment Solutions Group, particularly in client interactions and data analysis.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure that your application reflects your ability to articulate complex ideas clearly. Use specific examples from your past experiences where you successfully communicated investment concepts to diverse audiences.
How to prepare for a job interview at Dimensional Fund Advisors Ltd
✨Understand Dimensional's Investment Approach
Before the interview, make sure you have a solid grasp of Dimensional's investment philosophy and how it applies across different strategies. This will not only help you answer questions confidently but also demonstrate your genuine interest in the company.
✨Prepare for Technical Questions
Given the role's focus on analytics and asset allocation, be ready to discuss technical concepts related to finance and statistics. Brush up on your knowledge of portfolio construction and be prepared to explain complex ideas in simple terms.
✨Showcase Your Communication Skills
Since the position involves presenting to clients, practice articulating your thoughts clearly and concisely. You might be asked to explain a financial concept or present an analysis, so consider doing mock presentations to friends or family.
✨Demonstrate Team Collaboration
Highlight any past experiences where you've worked collaboratively with others, especially in a consulting or client-facing role. Emphasise your ability to enhance communication and teamwork, as this is crucial for the Associate Investment Strategist position.
