Dimensional Fund Advisors
Associate, Institutional Sales & Client Services (M/W/D)
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Job Description: Associate, Institutional Sales & Client Services (M/W/D)
Dimensional, a global asset manager with roughly $1 trillion in assets under management, is excited to offer a talented individual a new opportunity to join our rapidly expanding team in the heart of Munich.
The Associate will become part of the Global Client Group (GCG), which is Dimensional’s distribution arm comprising of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.
Reporting to the Head of Client Relationship Group, the role of the Associate is to support Dimensional’s institutional business development in the DACH region
Associates across the Global Client Group provide relationship management and analytical analysis in helping to grow the existing client panel and develop new business opportunities for Dimensional. The individual will be expected to demonstrate their interest in getting to know Dimensional’s client service and business development efforts. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment.
Responsibilities
- Become an expert on Dimensional’s evidence-based investment approach and its implementation across strategies and vehicle types (including funds, active ETFs and separate accounts).
- Become an integral part of the Client Relationship Group and support the institutional sales team in all client service-related aspects.
- Prepare and manage presentations and client materials on Dimensional’s strategies, research, asset allocation, ESG and other investment topics.
- Oversee and coordinate regular client reporting and answer related questions with support from internal subject matter experts.
- Maintain accurate client records using our advanced CRM system.
- Undertake a range of projects to support sales and client relationship efforts, such as researching market segments or prospective clients.
- Collaborate with colleagues across our Investment, Marketing and Events teams, providing our clients with a true Dimensional 360™ experience.
- Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.
- Over the long term, develop and take over own client relationships.
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Requirements
- Native or fluent German language skills, both verbal and written, are essential.
- Fluency in English is also required.
- Bachelor’s degree, or equivalent, in a relevant discipline is required.
- Robust experience working in the investment or asset management industry or related experience.
- Solid understanding of public equity markets.
- Knowledge of fixed income markets is a plus.
- Experience with separate accounts and KVGs is a plus.
- Excellent process management skills, handling different tasks in parallel.
- High attention to detail and comfortable working independently.
- Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.
- An ability to develop and sustain relationships with internal stakeholders, our clients and senior managers.
- Solid Excel and PowerPoint skills.
About Dimensional
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.
At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.
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For more information about Dimensional and our current opportunities, please visit our Careers site.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) 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 include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
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