Associate, Investment Operations page is loaded
Associate, Investment Operations
Apply locations Sydney time type Full time posted on Posted 2 Days Ago job requisition id 2025-8378
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.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* 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:
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 and 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 andescalating 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
* Ideally 3+ years’ experience working in Financial Services, preferably in back office / fund operations
* 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 minimal supervision
* Motivated to self-teach skills and apply learned knowledge to applicable tasks
* 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:
* Experience in ETF operations vendor oversight
* Working knowledge of SharePoint or Jira a plus
* Proficient in Power BI and Power Automate
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.
About Us
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.
For more information about Dimensional and our current opportunities, please visit our Careers site .
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
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