Associate Associate …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Associate, Institutional Charlotte/en-US/DFA_Careers/job/Charlotte/Associate--Institutional_2019-5388/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:

Associates provide relationship management, support, and analysis to senior staff in business development and client retention activities for institutional clients. With initiative and proven success, Associates will have the opportunity to work more closely with clients to perform more externally-facing tasks.


  • Support the day-to-day activities of the teams Regional Directors and Senior Associates
  • Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
  • Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
  • Provide quality control for the data included in client reports and requests
  • Facilitate the completion of due diligence requests and client questionnaires
  • Help maintain CRM database
  • Build marketing lists for institutional luncheons, investment forums and conferences
  • Review and edit RFPs
  • Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.


  • Bachelor's degree
  • 1+ years of experience in the Financial Services Industry
  • Background or strong interest in finance/investments
  • Detail-oriented, organized, proactive, team-player
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of completing multiple projects within set deadlines
  • Strong computer skills (Excel and Word) with the ability to learn programs as needed
  • Solid quantitative problem-solving skills
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

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 9 Days AgoFull time2019-5388

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 $586 billion globally as of June 30, 2019.

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