CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
This position will be responsible for supporting the Head of Financial Adviser Services and Financial Adviser Services team in business development and marketing activities. The role will be based in Dimensional's London office.
Communicate directly with financial adviser clients on fund information and service offering
Assist in update of marketing materials and charts, including website and newsletters
Provide monthly and quarterly reports to clients and service providers
Provide data and strategy descriptions to researcher and platform databases
Assist in construction of portfolio analysis and regression analysis presentations for financial adviser clients
Update performance figures, money reports, board reports etc.
Liaise with WRAP providers with regard to Financial Adviser client relationships
Develop robust understanding of adviser business practices
Develop knowledge of internal software (e.g. Asset Allocation tools)
Develop understanding of capital market research and application to portfolio management
Train financial advisers in asset allocation and portfolio construction using proprietary software
Communicate with and assist financial adviser clients at educational events run by Dimensional
Support Regional Directors and Senior Associates as needed (preparation of materials, collation of resources, confirmation of meetings, confirmation of travel details etc)
Conference and technology support at regular events for clients
Update and maintain client database and help to keep robust client records
Ad hoc projects for the FAS business
Background or strong interest in finance/investments
Strong analytical skills
Solid quantitative problem-solving skills
Excellent communication and interpersonal skills
Able to work equally well in a team environment and independently
Self-starter who is capable of managing multiple projects and meeting deadlines
Strong computer skills (Excel) with the ability to learn programs as needed
Bachelor's degree, with proven success
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.