Data Analyst
2 weeks ago
Company Overview
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. With a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns.
We are headquartered in Austin, Texas, and have 15 global offices across North America, Europe, and Asia. As of December 31, 2023, Dimensional manages $677 billion for investors worldwide.
Job Description
As a Data Analyst - Client Reporting Specialist, you will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships. This role involves generating a large volume of standard and custom weekly, monthly and quarterly reports to clients, consultants and service providers. You will also provide quality control for client reports and requests, support day-to-day activities, complete due diligence and client questionnaires, investigate and address client inquiries, deliver and maintain data integrity, prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations, develop a robust understanding of Dimensional's investment philosophy and process, and seek opportunities for professional development.
This position requires exceptional communication skills, both verbal and written, as well as extreme attention to detail while maintaining a focus on client deadlines. You should be able to work well in a fast-paced environment, manage multiple projects, and meet deadlines. Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs are essential for this role.
The salary for this position is estimated to be around $80,000 per annum, depending on location and experience.
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