Associate Investment Strategist, Investment Solutions
Associate Investment Strategist, Investment Solutions

Associate Investment Strategist, Investment Solutions

London Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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Dimensional Fund Advisors

At a Glance

  • Tasks: Support investment consulting services and collaborate on portfolio analytics.
  • Company: Join Dimensional, a leading global investment firm focused on innovative investment solutions.
  • Benefits: Enjoy a hybrid work model, comprehensive benefits, and opportunities for professional growth.
  • Why this job: Be part of a dynamic team that values collaboration and learning in the finance sector.
  • Qualifications: Bachelor’s degree in Finance, Statistics, or related field; experience in investment management preferred.
  • Other info: We encourage diverse applicants and provide accommodations throughout the hiring process.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Associate Investment Strategist, Investment Solutions page is loaded

Associate Investment Strategist, Investment Solutions

Apply locations London time type Full time posted on Posted Yesterday job requisition id 2025-8416

Notes to applicants:

  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

  • The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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.
  • M aintain 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 w ithin the i nvestment 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.

#LI-Hybrid

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.

About Us

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.

Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our Careers site .

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Associate Investment Strategist, Investment Solutions employer: Dimensional Fund Advisors

Dimensional is an exceptional employer that fosters a collaborative and inclusive work culture, particularly for the Associate Investment Strategist role in London. With a hybrid work model that promotes flexibility while maximising in-person collaboration, employees benefit from comprehensive support programs, continuous learning opportunities, and a commitment to diversity. Joining Dimensional means being part of a passionate team dedicated to innovative investment solutions and personal growth.
Dimensional Fund Advisors

Contact Detail:

Dimensional Fund Advisors Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate Investment Strategist, Investment Solutions

✨Tip Number 1

Familiarise yourself with Dimensional's investment philosophy and strategies. Understanding their approach will not only help you in interviews but also demonstrate your genuine interest in the role and the company.

✨Tip Number 2

Network with current or former employees of Dimensional, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.

✨Tip Number 3

Prepare to discuss your analytical skills and experiences in presenting complex information. Be ready to share specific examples that highlight your ability to communicate technical concepts clearly to clients.

✨Tip Number 4

Stay updated on current trends in investment management and economic indicators. Being knowledgeable about the market will allow you to engage in meaningful discussions during interviews and showcase your passion for the industry.

We think you need these skills to ace Associate Investment Strategist, Investment Solutions

Analytical Skills
Attention to Detail
Technical Proficiency in Investment Management
Data Analysis and Interpretation
Statistical Analysis
Portfolio Construction Knowledge
Client Presentation Skills
Communication Skills (Verbal and Written)
Problem-Solving Skills
Team Collaboration
Ability to Simplify Complex Concepts
Self-Motivation and Learning Agility
Interpersonal Skills
Knowledge of Financial Instruments (Funds, ETFs, Separate Accounts)

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of the Associate Investment Strategist position. Familiarise yourself with Dimensional’s 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. Mention specific aspects of Dimensional’s work that resonate with you and explain how your skills align with their needs.

Prepare for Technical Questions: Be ready to discuss your analytical skills and experience with data. Think about examples where you've successfully resolved complex problems or presented investment concepts to diverse audiences.

How to prepare for a job interview at Dimensional Fund Advisors

✨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 help you articulate your understanding during discussions and demonstrate your genuine interest in the role.

✨Prepare for Technical Questions

Given the technical nature of the Associate Investment Strategist role, be ready to answer questions related to asset allocation, statistical analysis, and portfolio construction. Brush up on relevant concepts and be prepared to explain them clearly.

✨Showcase Your Communication Skills

Since the role involves presenting complex information to clients, practice explaining intricate investment concepts in simple terms. Use examples from your past experiences to illustrate your ability to communicate effectively with diverse audiences.

✨Demonstrate Team Collaboration

Highlight your experience working collaboratively in teams, especially in a hybrid work environment. Be prepared to discuss how you’ve successfully shared knowledge and best practices with colleagues, as this aligns with the company’s emphasis on teamwork.

Associate Investment Strategist, Investment Solutions
Dimensional Fund Advisors
Location: London
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