Analyst, Global Client Group (Traditional Institutional Group)

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships with institutional clients and managing current relationships. Our Traditional Institutional Group works with large institutional clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations.

Requirements

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates
• Prepare presentation materials to be used in meetings with institutional clients and prospects
• 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

Benefits

• Comprehensive benefits
• Educational initiatives
• Special celebrations of company history, culture, and growth