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UMA Solutions Analyst: Client Service & Portfolio Insight

Dimensional Fund Advisors

A leading investment management firm in Austin, Texas is seeking an Analyst or Associate. You will play a critical role in client servicing within the UMA Solutions team, gaining expertise in investment strategies and tax management. Responsibilities include providing client service, supporting portfolio accounting, and assisting advisors with UMA practices. Ideal candidates will hold a Bachelor's degree in Finance or a related field and possess strong critical thinking and communication skills. This role does not offer immigration sponsorship. #J-18808-Ljbffr Dimensional Fund Advisors

Vacancy posted 1 day ago
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