Associate Investment Strategist, Product Management

Posted 20 Days Ago
Be an Early Applicant
2 Locations
Senior level
Financial Services
The Role
The Associate Investment Strategist will develop product messaging, support new product launches, and collaborate with stakeholders to enhance investment solutions across various channels.
Summary Generated by Built In

Notes to applicants:

  • 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.

  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

Job Description:

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

Within ISG, the Product Management team focuses on developing compelling product messaging and content to support Dimensional’s product strategy across all distribution channels. These efforts span new product launches, product enhancements, and product campaigns. As subject matter experts in product, the team also writes blogs, creates internal and external training resources, conducts competitive analysis, and engages with a range of internal and external stakeholders to promote Dimensional’s product-related initiatives.

This position will support the full range of Dimensional’s US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes. The successful candidate will bring related experience from working within the asset management industry with a background in product management, product marketing, investment specialist, portfolio management, consulting, and/or strategic sales positions.

Responsibilities  

  • Develop a deep understanding of Dimensional’s investment approach, implementation across strategies, and key differentiators.

  • Manage or support complex product-related projects including product launches, product enhancements, and regulatory changes.

  • Support development of compelling messaging and content, including presentations, brochures, articles, and written responses to frequent client questions to promote Dimensional’s investment philosophy and products.

  • Serve as an internal resource on firm and industry product knowledge.

  • Maintain an understanding of effective content deployment processes and the downstream impacts of new content to ensure robust governance and update processes are defined.

  • Collaborate on product-related efforts with other departments including investments, portfolio management, operations, sales, marketing, legal, and compliance.

  • Attend certain client engagements or events as a product subject matter specialist.

Qualifications 

  • Bachelor’s degree is required.

  • Five or more years of relevant experience.

  • Strong understanding of the asset management industry, ETFs, and capital markets preferred.

  • Experience with investment-related content creation strongly preferred.

  • Excellent analytical, interpersonal, verbal, and written communication skills.

  • Proven ability to resolve problems effectively and exercise independent judgment.

  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.

  • Experience managing complex projects with many stakeholders.

    

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. 

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The Company
HQ: Austin, TX
1,490 Employees
On-site Workplace
Year Founded: 1981

What We Do

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.

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