Analyst/Associate, UMA Solutions (Hiring Immediately)

Overview 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 and support clients in the 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 complete service requests, with close attention to detail. Anticipate, identify, and resolve SMA operational issues. Develop knowledge and offer solutions to advocate for Dimensional’s investment process as implemented in SMAs...

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