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Dimensional Fund Advisors · 2 months ago

Investment Strategist, Equity Product Specialist

Austin, TX

Full-time

Hybrid

Senior Level

7+ years exp

Dimensional Fund Advisors is a leader in investment solutions, focusing on delivering specialized investment knowledge and analysis to clients. The Investment Strategist, Equity Product Specialist will serve as a subject matter expert, analyzing equity market data and preparing presentations to help clients understand Dimensional's portfolios and performance.

Financial Services

H1B Sponsor Likely

Responsibilities

Serve as a subject-matter expert on Dimensional’s funds and the industry to clients, prospects, and the Dimensional sales organization

Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects in a one-to-many format

Independently analyze, process and interpret performance of Dimensional’s products relative to peers

Become a leader within the ISG organization, answering questions from the broader team, mentoring junior members, and potentially directly managing others

Provide high level oversight of the process related to creating performance related materials for Dimensional’s sales team and board of directors

Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s content and messaging

Develop a problem-solving mindset of how the team can become more efficient to improve processes and better serve our global sales team

Qualification

Asset management knowledgeData analysisInvestment communicationMBACFAProblem-solvingInterpersonal skillsSelf-motivatedMentoring

Required

Bachelor's degree is required

At least 7 years of experience in a related role and a strong understanding of the asset management industry

Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types

Ability to resolve problems effectively and exercise independent judgement

Motivated to self-teach skills and apply learned knowledge to applicable tasks

Eager to learn and responsive to constructive feedback and guidance

Must be willing to travel

Preferred

An MBA and/or CFA are preferred

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of our history, culture, and growth

Company

Dimensional Fund Advisors

Glassdoor3.8

Dimensional Fund Advisors is a company that provides asset management services.

Founded in 1981

Austin, Texas, USA

1001-5000 employees

https://us.dimensional.com

H1B Sponsorship

Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (39)

2024 (18)

2023 (35)

2022 (22)

2021 (23)

2020 (31)