About this role
Analyst, Global Client Group (Insurance) at Dimensional. Location: Austin or Charlotte. Role: supporting directors, preparing presentations, compiling data Requirements: Bachelor's degree, 1+ years experience in financial services preferred, strong Excel/Word skills, detail-oriented, excellent communication, and ability to obtain SIE/Series 7 and Series 63/66 within 8 weeks. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, CRM Certifications: sie, series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English