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.
The position also will develop familiarity with Dimensional’s investment philosophy and implementation process to support clients in the context of our overall relationship.
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.
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
Day-to-day client service
Live account service
Portfolio accounting and custody support
Process improvement opportunities
Efficiently launch accounts
Resolve operational issues
Nice-to-have
Advocate for investment process
Impact and influence others
Grow an innovative business
Collaborative team 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