Associate Investment Strategist, Education,Operations Associate Investment Strategist,  …

Dimensional Fund Advisors
in Austin, TX, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in Austin, TX, United States
Permanent, Full time
Be the first to apply
Associate Investment Strategist, Education,Operations
Associate Investment Strategist - Education & Operations Austin/en-US/DFA_Careers/job/Austin/Associate-Investment-Strategist---Education---Operations_2020-5531/apply

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Investment Solutions Group (ISG) acts as a source of specialized investment knowledge at Dimensional, delivering thought leadership, education and analysis to our clients and colleagues through face-to-face interactions and compelling, informative content.

As an Associate Investment Strategist in ISG, youll be part of the team working to inspire and change the way our clients (and the people, companies and causes they support all around the world) invest for the better, to help them enjoy the present and feel secure in their futures. We collaborate with teams across Dimensionalsuch as Research, Portfolio Management, Trading, the Global Client Group, Marketing, Legal and Complianceand contribute a diversity of skills, perspectives and talents to our shared sense of purpose. In ISG, we:

  • Are here to make a difference in the way the world invests
  • Thrive on meeting challenges and set the bar high for ourselves
  • Have a passion for learning and the track records to match (you can see Dimensionals )
  • Enjoy working together as a team and helping others succeed

This position reports to a Senior Manager within the Investment Solutions Group and is based in our Austin, TX office.


The Associate Investment Strategist for Dimensional University Investments and ISG Operations will:

  • Help teams and clients across Dimensionals global business understand what makes investments tickfrom finance fundamentals and performance to cutting-edge capital market research
  • Report to the Senior Manager for planning, designing, and delivering world-class investment learning through Dimensional University (DU) from onboarding and early career development to advanced and expert-level learning
  • Support the management and operations of ISG, working with the Head of Operations to enhance and streamline ISGs business analytics, workflows, systems and processes
  • Drive continuous improvement, evaluating the efficiency and effectiveness of what we do, summarizing and reporting findings to Senior Manager and other stakeholders
  • Keep large, cross-functional and/or organization-wide projects or initiatives on track across multiple stakeholders and collaborators
  • Monitor, track and report on workflow, capacity and needs across the ISG team
  • Ensure that all cross-functional data and content are kept up to date and readily availableto constituents inside ISG and across the organization
  • Serve as project lead for Dimensionals regulatory, board, and industry investment reporting
  • Expertly manage tasks ensuring they are completed timely and accurately


  • A keen learner, with the track record to match.
  • Bachelor's degree (required) with strong academic record and graduate studies (preferred)
  • Investment knowledge: 2 to 4 years of experience in the investment or financial services industry and/or MBA, CFA or CFP (strongly preferred)
  • 3 to 7 years of educational, organizational design/development, strategy and/or operations experience, preferably in financial services
  • Pursues excellence, whatever you set your heart toas a thinker and doer who readily toggles between big-picture thinking and getting things done
  • Loves creating order out of chaos, creating systems and processes while understanding the importance of achieving scalability with control, guidance and segmentation
  • Consistently looks ahead and anticipates needs or challenges before they arise; a master organizer and project planner
  • Rolls up your sleeves and figures it out, whether tackling new software or filling knowledge gaps
  • Brings creativity, ingenuity and your unique perspective to help others do better and be better
  • Has a way with wordswritten and spoken

Please include a writing sample in the attachments section of the applications. In 250 words or less, please tell us:

  • What do you think is the greatest learning challenge when it comes to investments?

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Posted 6 Days AgoFull time2020-5531

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $609 billion globally as of December 31, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.