Senior Associate, Global Client Group

2 days ago

Sydney, New South Wales, Australia Dimensional Fund Advisors Full time $80,000 - $120,000 per year

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.

Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors' lives.

The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business as well as managing current relationships with our global clients.

Senior Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings.

Responsibilities:

  • Articulating complex investment principles and capital market research to financial advisors, brokers, head offices.
  • Educating investors on why and how our portfolio solutions are constructed and work the way they do.
  • Interacting with advisors on practice management related issues.
  • Partnering with Regional Directors to develop strong business and personal relationships with key clients and pre-clients.
  • Developing and delivering complex and educational investment presentations to clients and pre-clients.
  • Developing and facilitating the production of complex client driven requests among a team of Associates and Analysts.
  • Developing a robust understanding of the advisor industry and related business practices.

Qualifications:

  • MBA and/or CFA preferred
  • 5+ years of experience in the Financial Services/Investment Management industry
  • Strong analytical skills and quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented with capability of managing multiple projects and meeting deadlines
  • Intellectual curiosity with desire for self-improvement
  • Able to work equally well in a team environment and independently
  • Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed

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