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Financial Analyst

Senior Associate, UMA Solutions - Hybrid Portfolio Services

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Dimensional Fund Advisors
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
A leading global investment firm is seeking a Senior Associate in Charlotte, NC to enhance its UMA Solutions. This role involves client service, portfolio management, and collaboration with various departments to provide an excellent investment experience. The ideal candidate will have a degree in Finance or related fields, strong critical thinking skills, and experience in client service. Join a diverse team committed to providing clients with superior investment solutions and support.
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Position Requirements
10+ Years work experience
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