Associate, Institutional Sales & Client Services (M/W/D)

Dimensional, a global asset manager with roughly $1 trillion in assets under management, is excited to offer a talented individual a new opportunity to join our rapidly expanding team in the heart of Munich. The Associate will become part of the Global Client Group (GCG), which is Dimensional’s distribution arm comprising of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. Reporting to the Head of Client Relationship Group, the role of the Associate is to support Dimensional’s institutional business development in the DACH region. Associates across the Global Client Group provide relationship management and analytical analysis in helping to grow the existing client panel and develop new business opportunities for Dimensional.

The individual will be expected to demonstrate their interest in getting to know Dimensional’s client service and business development efforts. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment.

Responsibilities

• Become an expert on Dimensional’s evidence-based investment approach and its implementation across strategies and vehicle types (including funds, active ETFs and separate accounts).
• Become an integral part of the Client Relationship Group and support the institutional sales team in all client service-related aspects.
• Prepare and manage presentations and client materials on Dimensional’s strategies, research, asset allocation, ESG and other investment topics.
• Oversee and coordinate regular client reporting and answer related questions with support from internal subject matter experts.
• Maintain accurate client records using our advanced CRM system.
• Undertake a range of projects to support sales and client relationship efforts, such as researching market segments or prospective clients.
• Collaborate with colleagues across our Investment, Marketing and Events teams, providing our clients with a true Dimensional 360 experience.
• Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.
• Over the long term, develop and take over own client relationships.

Requirements

• Native or fluent German language skills, both verbal and written, are essential. Fluency in English is also required.
• Bachelor’s degree, or equivalent, in a relevant discipline is required.
• Robust experience working in the investment or asset management industry or related experience.
• Solid understanding of public equity markets. Knowledge of fixed income markets is a plus.
• Experience with separate accounts and KVGs is a plus.
• Excellent process management skills, handling different tasks in parallel.
• High attention to detail and comfortable working independently.
• Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
• An ability to develop and sustain relationships with internal stakeholders, our clients and senior managers.
• Solid Excel and PowerPoint skills.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Location: Munich; London
Type: Full time