Dimensional Fund Advisors in Vancouver, BC, seeks an analyst who can articulate complex investment principles to financial advisors, educate on portfolio construction, and provide responsive client service across a broad range of questions.
The role emphasizes developing portfolio analyses for current clients and prospects, updating investment materials, maintaining CRM records, and partnering with Senior Relationship Managers to deepen advisor relationships.
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📌 Investment Analyst: Client Advisory & Portfolio Analytics (Vancouver)
🏢 Dimensional Fund Advisors
📍 Vancouver
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