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Dimensional Fund Advisors

Associate, Global Client Group, 12 month FTC

Posted 8 Days Ago
Be an Early Applicant
Melbourne, Victoria
Junior
Melbourne, Victoria
Junior
Join the Global Client Group to enhance client relationships and business development efforts for asset management clients. Responsibilities include data gathering, client database management, presentation preparation, and market analysis.
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Notes to applicants:

  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. 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.

  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

  • 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.

  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

Job Description:

Global Client Group

The Global Client Group is a blend of client service and business development professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. By building these relationships, Dimensional is better equipped to understand their investment needs and identify bespoke investment solutions. In this capacity, the team utilises a detailed level of Dimensional-specific investment and servicing expertise to connect with a wide range of clients.

The Role

You will work closely with team members in the Global Client Group to service Australia based clients and assist with the development of new business opportunities. You will provide support to enhance client relationships and business development activities.

This is a unique opportunity for an enthusiastic and ambitious person to join a collaborative and high calibre team.

This 12 month contract position is based in our Melbourne office and will include the following responsibilities:

  • Data gathering for client/pre-client requests, questionnaires, presentations and meetings.
  • Client Relations Management database maintenance
  • Initial presentation deck creation.
  • Meeting preparation document creation.
  • Competitor Analysis.
  • Market Mapping/Trends Research.

Qualifications

  • We welcome all degree disciplines
  • Must have held a similar role in asset management or have 1+ years work experience in a full time role
  • Interest in investing
  • Exceptional communication skills, both verbal and written
  • Detail oriented, with the ability to think in a structured and analytical manner
  • Able to work equally well independently and in a team environment
  • Ability to absorb and apply information from formal and informal learning experiences
  • Strong analytical and quantitative problem-solving skills
  • High proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs

    

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 opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates. 

Top Skills

Excel
MS Office
PowerPoint
Word

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