Associate, Global Client Group (Independent Advisor Group)
Dimensional(6 days ago)
About this role
This position supports regional directors working with large registered investment advisor (RIA) clients on the east coast, focusing on portfolio analysis, client education, and relationship management within Dimensional's Independent Advisor Group. It involves analyzing investment portfolios, delivering webinars, and assisting with client service and marketing efforts.
Required Skills
- Portfolio Analysis
- Investment Research
- Client Relations
- Financial Analysis
- Quantitative Skills
- Presentation Skills
- Excel
- Access
- Investment Strategies
- Communication
About Dimensional
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