Client Service Analyst

Dimensional Fund Advisors
West Melbourne, USA
Nov 20, 2020
Nov 29, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Client Service Analyst - Institutional Melbourne/en-US/DFA_Careers/job/Melbourne/Client-Service-Analyst---Institutional_2020-5572/apply
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Job Description:
Dimensional is a global investment manager and a leader in applying advanced financial science to equity and fixed income investment strategies. For more than 30 years, we have translated research into real-world investment solutions for clients.

The Team

The Global Client Group (GCG) is responsible for the business development and relationship management function of Dimensional. Our goal is to develop deep and enduring relationships and to deliver outstanding investment outcomes and client service. Our clients and prospective clients include complex global institutional clients, national financial services businesses as well as financial advice practices. This position sits within Institutional channel and leverages a detailed level of Dimensional-specific investment and servicing expertise to connect with superannuation funds, government and sovereign wealth funds, insurance funds, family offices, charities, endowments and asset consultants.

The Role

As a Client Service Analyst, you will work closely with senior business development staff to retain existing clients and to drive business growth. You will provide proactive support to enhance client relationship management and business development activities.

This is a rare opportunity to join a collaborative and high caliber team working with a global investment manager. Individuals who demonstrate drive, ambition and initiative will be rewarded with genuine career development opportunities over time.

The position is located in our Melbourne office.

  • Develop a comprehensive understanding of the Dimensional investment philosophy and the academic theory that underpins it and be able to communicate it effectively
  • Develop expertise of the Dimensionals investment strategies and the tools and resources that support them
  • Support the Regional Director and Senior Associate in responding to client and prospect investment queries
  • Perform portfolio related analysis and create presentations to support sales and client support efforts
  • Work closely with other areas of Dimensional including Marketing Services, Portfolio Management and Portfolio Analytics as part of projects and initiatives for GCG team or to address complex client queries
  • Identify and develop processes or methodologies that improve service to clients
  • Maintain and develop presentation material for existing and new client needs
Qualifications & Experience Required
  • Degree qualified and strong academic results. Progression towards or completion of CFA and/or Masters is ideal
  • At least two years experience in the Financial Services/Investment industry within a client service, relationship management or investment analysis capacity
  • Proactive desire to learn and a keen interest in financial markets
  • Strong analytical and quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of managing multiple projects and meeting deadlines
  • Strong computer skills (Excel) with the ability to learn programs as needed
Benefits for you
  • Highly competitive salary with a range of benefits including; bonus, health insurance, life and salary continuance insurance, subsidised gym membership and education assistance.
  • Longer term there is strong potential for top performers to grow and develop within the local and global GCG team

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, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.
Posted TodayFull time2020-5572
Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $ 609 billion globally as of December 31, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.