Investment Analyst - Client Strategy & Portfolio Insights
Dimensional Fund Advisors
Dimensional Fund Advisors is seeking an Analyst/Associate for the Global Client Group in a hybrid role. The position involves developing complex portfolio analyses for Advisor clients and prospects, communicating key findings, and delivering educational webinars to grow our ESG, fixed income, ETF, and SMA offerings. You will support Regional Directors and collaborate with the Sales & Client Service teams in business development and retention, requiring strong analytical capabilities and a #J-18808-Ljbffr Dimensional Fund Advisors
- Amherst Group is seeking a Portfolio Analyst to join the Portfolio Management team in Austin, TX. You will build financial models, conduct underwriting, and prepare investor materials for debt, equity, and cash-flow analyses. The role involves collaborating across the Merchant...Suggested
- ...Kestra Investment Management (KIM) is part of Kestra Holdings... ...focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated... ...markets, portfolio strategy, and helping financial... ...environment where their insights and energy directly fuel...SuggestedFlexible hours
$80.49k - $107.32k
.... The Role CenturyLink Investment Management (CIM) serves as the... ...seeking a Senior Investment Analyst to help shape investment strategy, asset allocation, portfolio construction, and investment... ...research to generate market insights and support investment decision...SuggestedTemporary workRemote work- ...Description:Dimensional’s Investment Solutions Group acts... ...and analysis to our clients through face-to-face interactions... ...content.The Portfolio Consulting team... ...investment decisions.The Analyst/Associate will work with... ...highlight relevant and useful insights for client engagements...SuggestedFull time
- ...integrity to join our Investment Solutions team for 2027. The Investment Analyst Intern will be a member... ...to the analysts and portfolio manager responsible for... ...management firms and strategies. This is a paid internship... ...assist with tracking client portfolio exposures....SuggestedTemporary workInternshipSummer internship
- Dimensional Fund Advisors in Austin seeks an Analyst to support the Portfolio Management team, assisting with daily oversight and implementation of investment philosophy across solutions. You will... ..., Compliance, Operations, and Global Client Group to ensure a superior client...
- ...teams.Role SummaryThe Senior Client Analyst is responsible for expanding... ...-upResearch and communicate portfolio related questions on behalf... ...product adoptionTranslate field insights into actionable feedback for... ...supportStrong knowledge of investment products, managed solutions,...Full timeWork at office
- ...of leading real estate investment and advisory firms... ...stabilized cash-flowing portfolios of assets to its investors... ...two distinct credit strategies in mortgage-backed... ...served.Position: Portfolio Analyst - Portfolio... ...accountable for our actions.Client-Centricity & Business...Full time
- ...Alternative Investment Analyst Real Estate | Private Equity | Fund Management Noble Capital... ...analysis, financial modeling, portfolio management, investor relations, acquisitions... ...through Communicates professionally with clients, investors, and partners Is...Full timeFor contractors
- ...driven by delivering real results for our clients. It's also enabled by our culture, which... ...seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital... ...communicate technical concepts and data-driven insights to team members and project leadersWork...H1bLocal area
- Job Description:Investment Engineering is part of the Investments Team... ...by internal and external clients and reports. Investment Engineering... ...Investment Engineering, the Portfolio Engineering team works with... ....Expertise in caching strategies using redis/ related technologies...Full timeWork at officeRemote work
- ...work at the heart of our clients’ organizations so that... ...to the most robust portfolio of capabilities and ecosystem... ...t happen by chance. We invest in training and... ...synthesizing data to generate insights that inform strategic decision-making and strategy development.Support...Full timeWork experience placementLive inWork at officeLocal area
- ...FUNCTION: The Senior Portfolio Manager manages a... ...role includes regular client interaction, ownership... ...pricing and risk mitigation strategies Create and deliver... ..., including risk insights and recommendations... ...and feedback to Credit Analysts SUPERVISORY RESPONSIBILITIES...Full time
- Job Description:Dimensional’s Investment Solutions Group (ISG) acts... ...education and analysis to our clients through face-to-face... ...help clients understand our portfolios and their performance. The Associate... ...on broad equity market or strategy-specific data analysis, research...Full time
$125k - $155k
...technology for our clients. We are committed... ...real estate portfolio, including development... ...and Sustainable Strategies team members to... ...collaboration with data analysts to confirm data... ...valuable insights about how your unique... ...real estate and investment management services...Full timeLocal areaRemote work- ...Our client is seeking a passionate and self-motivated individual to join a growing investment team. The team focuses on investments in AI-enabled... ...Assist in all aspects of portfolio company management, including... ...: Venture Investment Analyst Required Experience:...Full time
- Job Description Portfolio Management is responsible for... ...and implements our investment philosophy across all... ...Operations, and the Global Client Group to ensure a... ...for our clients. As an Analyst, you will support the... ...Dimensional’s investment strategy Time-management skills...
$76.7k
...Capital Advisors team provides investment banking and strategic... ...customized liquidity and growth strategies. Specializing in mergers and... ...advice. By listening closely to clients' goals and tailoring solutions... ...Forvis Mazars, LLP, is seeking an Analyst to join the investment...Flexible hours- ...Reporting Developer About the RoleOur retail client is seeking a Workday Reporting Developer... ...reporting solutions, driving analytics strategy, and ensuring data integrity across... ...with Workday Adaptive Planning (Adaptive Insights)Prior retail and/or grocery industry experienceEOE...Contract work
$85k - $115k
We have partnered with a wonderful client on their Senior Financial Analyst of Corporate FP&A hiring need. The... ...analysis, and delivers actionable insights to support business decision-making... ...Solomon Page reflects an organic growth strategy supported by a highly...- ...biggest industry sectors. Strategy & Operations sits at... ...to build, where to invest, and how to bring it to... ...many hats, equal parts analyst, builder, operator, and... ...analysis with qualitative insight from merchants and frontline... ...-growth environment Client or account management...Hourly payFlexible hours
- ...mergers and acquisitions, exceptional academic credentials, and excellent communication skills. You will collaborate closely with clients on deals, draft and review transaction documents, perform due diligence, and assess risk in a fast-paced environment. A Juris Doctor...
$106.7k
...gain trust, and network with client personnel and professional... ...interest in working with a diverse portfolio of clients across multiple... ...and implementing strategies to obtain new work or clientele... ...company 401(k) savings and investment plan with an employer match...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation drives improvements... ...2027Work you’ll do As a Tax Strategy and Transformation Senior... ...delivery for Corporate, Investment Management, Operating Flowthroughs... ...AgilistCertified SAFe Lean Portfolio ManagerCertified SAFe...Work at officeLocal areaVisa sponsorship$74.1k - $148.3k
...looking for a financial analyst to support our Supply... ...OCI’s capital investment and supply chain footprint... ...Demonstrated ability to derive insights from complex data and... ..., or vendor strategy is a plus. ~ Strong... ...based or U.S. customer or client-facing roles may be required...Temporary workFlexible hours- ...Senior Analyst, Structured Finance Aypa Power, a Blackstone portfolio company, is a leading developer, owner... ...M&A team to evaluate investment opportunities;... ...models and provides insights for high-level decision... ...Advises on investment strategies and financial compliance...Work experience placementRelocation
- ...the opportunity to make a difference and invest in your growth in a respectful,... ...the jobWe are seeking a highly motivated Strategy Analyst to join our Corporate Strategy team at... ...briefs, charts, and slides that surface key insights for leadershipParticipate in and drive...Full timeVisa sponsorshipFlexible hours
$77k - $115k
...seeking a Senior Financial Analyst to join our R&D FP&A... ...optimization, and investment ROI analysis to enable... ...concepts into actionable insights for executive... ...situated to directly impact strategy and provide impactful... ...quickly evolving product portfolio. Responsibilities...Work experience placementLocal area- Job Description:The Client Reporting Team services all of Dimensional's sales channels... ...research houses.Prepare materials used by Portfolio Management, Global Client Group,... ...a robust understanding of Dimensional’s investment philosophy and process.Seek opportunities...Full timeWork at office
$78k - $144k
...the forefront of innovation and creativity.Our Strategy and Planning team, part of our broader Sales Operations... ...sales data to come up with meaningful business insights.We are seeking a Senior Sales Strategy & Planning Analyst to run our AMER (South) region. This role will...Work experience placementLocal areaWorldwideFlexible hours
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