Vacancy Description
Job Description:
The Analyst or Associate will play a critical role servicing and enhancing Dimensional’s expanded unified managed account (UMA) offering within the UMA Solutions team. The Analyst or Associate will develop expertise in investment strategies and tax management, portfolio analysis, technology, and operations to deliver excellent client service. The position also will develop familiarity with Dimensional’s investment philosophy and implementation process to support clients in the context of our overall relationship.
Responsibilities:
Provide day-to-day client service, live account service, portfolio accounting and custody support.
Help advisors understand UMA standard practices, from raising cash to evaluating portfolio change alternatives.
Contribute to SMA service delivery by identifying process improvement opportunities.
Help portfolio managers efficiently launch accounts and co...
Ready to Apply?
अभी आवेदन करें
Submit your application for Analyst/Associate, UMA Solutions at Dimensional Fund Advisors
Apply for this Position