Analyst, Global Client Group (Traditional Institutional Group)
Dimensional(1 month ago)
About this role
Analysts on the Traditional Institutional Group provide analytical and relationship support to Dimensional’s Sales & Client Service teams, working with large institutional clients such as pensions, endowments, and foundations. The role focuses on understanding client needs and supporting business development and retention across areas like ESG, fixed income, ETFs, and SMAs. With proven success, Analysts may advance to work directly with clients, prospects, and intermediaries.
Required Skills
- Presentation Preparation
- Data Analysis
- Excel
- Word
- CRM
- Due Diligence
- RFP Review
- Communication
- Quantitative Analysis
- Client Relations
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63/66
About Dimensional
dimensional.comExperience Dimensional Investing. Learn how we put financial science to work for clients around the world.
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