The Analyst or Associate will play a critical role servicing and enhancing Dimensional’s expanded unified managed account (UMA) offering within the UMA Solutions team. The Analyst or Associate will develop expertise in investment strategies and tax management, portfolio analysis, technology, and operations to deliver excellent client service. The position also will develop familiarity with Dimensional’s investment philosophy and implementation process to support clients in the context of our overall relationship.
Responsibilities:
Provide day-to-day client service, live account service, portfolio accounting and custody support.
Help advisors understand UMA standard practices, from raising cash to evaluating portfolio change alternatives.
Contribute to SMA service delivery by identifying process improvement opportunities.
Help portfolio managers efficiently launch accounts and complete service requests, with close attention to detail.
Anticipate, identify, and resolve SMA operational issues.
Develop knowledge and offer solutions to advocate for Dimensional’s investment process as implemented in SMAs.
Qualifications:
Bachelor’s degree in Finance, Accounting, Business, Economics or related field required.
Relevant internship or full time work experience.
Excellent critical thinking and written communication skills.
Ability to accurately present detailed information and escalate issues.
Ability to work collaboratively in a team environment and impact and influence others across the organization to grow an innovative, fast-growing business with high visibility.
Detail-oriented, able to prioritize multiple assignments in fast-paced environment to meet deadlines.
MS Excel skills preferred.
This role is not eligible for immigration sponsorship.
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.