Financial Reporting Specialist

4 weeks ago


Melbourne, Victoria, Australia Dimensional Fund Advisors Full time
About the Role

We are seeking a skilled Financial Reporting Specialist to join our team in Sydney or Melbourne. As a key member of our Client Reporting Team, you will play a critical role in delivering high-quality reports to clients across the globe.

Responsibilities
  • Generate weekly, monthly, and quarterly reports for clients, consultants, and service providers, utilizing advanced report generation tools and secure online platforms.
  • Provide quality control for client reports and requests, ensuring accuracy and attention to detail.
  • Collaborate with cross-functional teams to complete due diligence questionnaires and address client inquiries.
  • Diligently maintain data integrity with intermediaries, data vendors, and research houses.
  • Develop materials used by Portfolio Management, Global Client Group, Marketing, and Presentations, showcasing a deep understanding of Dimensional's investment philosophy and process.
Requirements
  • Bachelor's degree with an exceptional academic record.
  • 1+ year of relevant work experience preferred.
  • Exceptional communication skills, both verbal and written.
  • Meticulous attention to detail and ability to meet deadlines.
  • Strong analytical and decision-making skills, with the ability to work collaboratively in a fast-paced environment.
  • Proficiency in Microsoft Office (Excel, Word & PowerPoint) and willingness to learn new programs.
About Us

Dimensional is a leading global investment firm dedicated to translating academic research into practical investment solutions since 1981. With over $677 billion in assets under management, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading.

What We Offer
  • A competitive salary range of AU$80,000 - AU$110,000 per annum, commensurate with experience.
  • A comprehensive benefits package, including education initiatives, special celebrations, and more.


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