Analyst, Global Client Group – Insurance

Dimensional Fund Advisors

Analyst in the Global Client Group responsible for relationship management and analytical support in Financial Services. Focusing on enhancing client investment experience and driving business development.

Posted 7/1/2026full-timeAustin • North Carolina, Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while supporting Regional Directors and Senior Associates in the Financial Services industry. Proficient in data analysis, quality control, and CRM management, with a focus on client interactions and due diligence processes.

Highest-signal resume keywords

Financial Services ExperienceAsset Management KnowledgeSIE LicenseSeries 7 LicenseSeries 63/66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisQuality ControlCRM ManagementExcelWordQuantitative Problem-Solving

Soft Skills

Detail-OrientedOrganizedProactiveTeam-PlayerExcellent Communication

Certifications & Qualifications

Bachelor's DegreeSIE LicenseSeries 7 LicenseSeries 63/66 License

Industry Keywords

Financial ServicesAsset ManagementDue DiligenceClient ReportsPerformance Data

About the role

Key responsibilities & impact

Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
Prepare presentation materials to be used in meetings with insurance 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 luncheons, investment forums and conferences.
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

Requirements

What you’ll need

Bachelor's degree
Background or strong interest in the Financial Services Industry.
1+ years of work experience in Financial Services or similar field preferred.
Asset Management experience a plus.
Detail-oriented, organized, proactive, team-player.
Able to work equally well in a team environment and independently.
Self-starter who is capable of completing multiple projects within set deadlines.
Excellent written and verbal communication skills.
Strong computer skills (Excel and Word) with the ability to learn programs as needed.
Solid quantitative problem-solving skills.
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment).

Benefits

Comp & perks

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.