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Associate, Investment Operations

2 weeks ago

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Notes to applicants:

- Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

**Job Description**:
JOB PURPOSE

The Associate will assist in the oversight of fund operations functions with external vendors for specific back or middle office functions. The position will also play an active role in ad-hoc project work aimed at enhancing operational efficiency and implementing process improvements. Dimensional’s Investment Operations team coordinates and provides oversight of Dimensional’s service provider relationships, including global unit registry, accounting and administrative agents, custodians, and a complex network of service groups that provide middle office services to the firm’s primary and regional offices.

DUTIES & RESPONSIBILITIES
- Participate in the oversight of daily operations among service providers, transfer agents, custodians, fund accountants and internal departments
- Service client calls and provide quality service and an excellent customer experience to clients, banks, trusts, broker/dealers, and other service providers; coordinate associated internal and external information flow
- Assisting the service providers with investor onboarding queries and escalating to the relevant internal teams where required.
- Support new fund products and trading instruments.
- Monitor adherence to contractual policies, procedures & controls through review of Service Level Agreements
- Process daily transaction files from service provider and track new product activity
- Process data from in-house client databases; analyze and assist in the resolution of operational issues
- Evaluate trade exceptions and complex shareholder issues and track reoccurring trends for management review
- Review daily back or mid office deliverables
- Escalate issues from internal & external stakeholders to assist in resolution with the service provider
- Assist in developing business requirements and data gathering as necessary for any change service requests
- Assist with preparation of audit requests received from Dimensional client and external auditors
- Develop an in-depth understanding of the service provider’s processes and platforms of back or middle office
- Assist with any cash reporting queries from the portfolio management team.
- Assist with the Net Asset Value review process.
- Support special projects and initiatives for Investment Operations and other groups on an ad hoc basis

QUALIFICATIONS
- Bachelor’s degree: Finance, Business or Economics preferred
- Excellent verbal and written communication skills
- Ability to work well in a team environment, both locally and across international offices
- Strong analytical mindset with an ability to synthesize data
- Detail-oriented and capable of multi-tasking and prioritizing in a fast-paced environment to meet deadlines
- Ability to work independently to meet project requirements with mínimal supervision
- Eager to learn and responsive to constructive feedback and guidance
- Focuses on results and works diligently to accomplish them through evolving circumstances
- Develops unique business insights, generates forward
- looking opportunities, and effectively problem solves
- Works effectively with others to create partnerships and implement solutions that benefit our business
- Seeks opportunities for continuous improvement and mentors’ others by sharing expertise and experiences
- Proficient in the Microsoft Office suite with Advanced Excel knowledge required.

PREFERRED
- A minimum of 5 years’ experience working in Financial Services, preferably in back office / fund operations
- Experience in ETF operations vendor oversight
- Working knowledge of SharePoint or Jira a plus
- Proficient in Power BI and Power Automate

SCOPE & DIRECT REPORTS

The incumbent in this role acts as an individual contributor.

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.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marita