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Associate, Global Client Group, 12 month FTC

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Dimensional Fund Advisors

Jan 27

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Data
  • Melbourne
  • Quick Apply

AI generated summary

  • You need a relevant degree, 1+ years in asset management, strong communication skills, attention to detail, analytical abilities, teamwork, and proficiency in Microsoft Office.
  • You will gather data for client requests, maintain the database, create presentation decks and preparation documents, conduct competitor analysis, and research market trends.

Requirements

  • 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

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.

FAQs

Do we support remote work?

Yes, we offer a hybrid work model, which allows flexibility in working 2 days remotely and 3 days in the office.

What is the duration of the contract for this position?

The position is a 12-month fixed-term contract.

Where is the job location?

This position is based in our Melbourne office.

What qualifications are required for this role?

We welcome all degree disciplines, and candidates must have held a similar role in asset management or have 1+ years of full-time work experience.

Is prior experience in investment necessary for applicants?

While a specific background in investment is not mandatory, an interest in investing is required.

What type of support will I be providing in this role?

You will assist with client relationships and business development activities, including data gathering, database maintenance, presentation creation, and market research.

What skills are essential for this position?

Essential skills include exceptional communication abilities, analytical and quantitative problem-solving skills, attention to detail, proficiency in Microsoft Office, and the ability to work independently and in a team.

Will I have to create presentations and meeting preparation documents?

Yes, part of your responsibilities includes creating initial presentation decks and meeting preparation documents.

Is training provided for new employees?

Yes, the company offers programs and opportunities for formal and informal learning experiences.

What benefits does Dimensional offer its employees?

Dimensional offers a variety of programs, including comprehensive benefits, educational initiatives, and special celebrations of the company’s history and culture.

How important is teamwork in this role?

Teamwork is very important, as you will be working closely with team members in the Global Client Group to service clients and facilitate business development.

Is there support for applicants who need accommodations during the application process?

Yes, reasonable accommodations are available upon request for applicants who require them during the application, interviewing, or selection process.

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Dimensional Fund Advisors

Going beyond indexing since 1981.

Finance
Industry
1001-5000
Employees
1981
Founded Year

Mission & Purpose

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, 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. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of June 30, 2023, Dimensional manages $634 billion for investors worldwide. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. *“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.