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Client Reporting Specialist

2 months ago

Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

Job Title: Client Reporting Analyst

Job Summary:

Dimensional Fund Advisors is seeking a skilled Client Reporting Analyst to join our Client Reporting Team. As a key member of our team, you will be responsible for generating high-quality reports for clients, consultants, and service providers. You will also provide quality control for client reports and requests, and support day-to-day activities.

Key Responsibilities:

  • Generate a large volume of standard and custom weekly, monthly, and quarterly reports to clients, consultants, and service providers.
  • Provide quality control for client reports and requests and support day-to-day activities.
  • Responsible for completing due diligence and client questionnaires.
  • Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicating your findings to senior staff.
  • Deliver and maintain data integrity with intermediaries, data vendors, and research houses.
  • Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
  • Develop a robust understanding of Dimensional's investment philosophy and process.
  • Seek opportunities for professional development.

Requirements:

  • Bachelor's degree with strong academic record.
  • 1+ year of relevant work or industry experience preferred.
  • Exceptional communication skills, both verbal and written.
  • Display extreme attention to detail while maintaining a focus on client deadlines.
  • Team oriented – ability to apply analytical and decision-making skills in a global collaborative environment.
  • Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines.
  • Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs.

About Dimensional:

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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.

What We Offer:

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.