Support the day-to-day activities of the team's Regional Directors and Senior Associates
Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
Provide quality control for the data included in client reports and requests
Facilitate the completion of due diligence requests and client questionnaires
Help maintain CRM database
Build marketing lists for institutional luncheons, investment forums and conferences
Review and edit RFPs
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
Requirements
Bachelor's degree required with a strong academic record
Background or strong interest in the Financial Services Industry
2+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus
Able to work equally well in a team environment and independently
Self-starter who is capable of completing multiple projects within set deadlines
Excellent written and verbal communication skills
Strong computer skills (Excel and Word) with the ability to learn programs as needed
Solid quantitative problem-solving skills
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
This role is not eligible for immigration sponsorship
#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.
Additional Information
Job Description:
The Global Client Group (GCG) is Dimensional's distribution arm, comprising 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. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience.
Within GCG, the Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams. Our Associates will work closely with Dimensional's Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.
Dimensional · Charlotte