Analyst, Global Client Group (traditional Institutional Group)

DIMENSIONAL

Austin, United States
Hybrid
Client presentation preparation
Performance data compilation
Due diligence request facilitation
The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships

Job Summary

  • The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships.
  • Analysts provide relationship management and analytical support to Sales & Client Service teams in business development and retention activities.
  • Dimensional offers comprehensive benefits, educational initiatives, and special celebrations of its history, culture, and growth.

Matching Summary

The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships.

Skills & Requirements

Must-have

  • Client presentation preparation
  • Performance data compilation
  • Due diligence request facilitation
  • CRM database maintenance
  • RFP review and editing
  • Internal group communication

Nice-to-have

  • Client-centric approach
  • Collaborative investment experience
  • Proactive team player
  • Independent work capability

Key Requirements

  • Bachelor's degree
  • 1+ years of work experience
  • SIE, Series 7, and Series 63/66 licenses
  • Strong computer skills (Excel and Word)

Work Rights

Not specified

Tailored Resume

Cover Letter