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
Job Summary
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.
Responsibilities include day-to-day client service, live account service, portfolio accounting and custody support, and helping advisors understand UMA standard practices.
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.
Matching Summary
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.
Skills & Requirements
Must-have
client service
portfolio accounting
custody support
investment strategies
tax management
operational issue resolution
Nice-to-have
collaborative team environment
impact and influence
innovative business growth
fast-paced environment
Key Requirements
Bachelor's degree required
Relevant internship or work experience
Excellent critical thinking skills
Excellent written communication skills
Ability to accurately present detailed information