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Notes to applicants
- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. 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
Dimensional's Investment Operations team coordinates and provides oversight of Dimensional's service provider relationships, including global transfer agents, 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. The
Associate
will
assist
of
outsourced
fund
with
these
Primary Responsibilities
- Participate in the oversight
- and processing
- of
- providers,
- transfer
- agents,
- custodians,
- fund
- departments
- client
- Service
- inquiries
- clients,
- banks,
- trusts,
- broker/dealers
- other
- and
- information
- new
- Support
- fund
- products
- instruments including Mutual Funds, ETFs and SMAs
- Assist with the onboarding process of new investors
- Monitor adherence to contractual
- policies,
- procedures
- of
- Service
- Level
- Process daily transaction files
- from
- provider, evaluate exceptions
- Escalate
- issues
- from
- assist
- with
- service
- Assist
- with
- of
- requests
- from
- Dimensional
- cash reporting and
- Prepare
- projections
- portfolio
- Complete monthly client reporting and system reconciliations
- Support
- special
- initiatives
- for
- Investment
- on
- basis
Qualifications
- degree Finance,
- Bachelor's
- Business
- or
- Economics
- Results and detail-oriented individual capable of prioritizing multiple assignments in a fast-paced environment to meet deadlines
- Excellent
- written and
- skills among clients, peers and to immediate manager
- Ability to proactively develop fresh ideas that provide solutions to workplace challenges
- Proactively communicates needs, challenges, and capacity
- Build constructive working relationships within the team and with other departments and service providers
- Seeks and acquires new competencies, work methods, ideas, and information that will improve own efficiency and effectiveness on the job
- Ability to seek and improve from constructive feedback in a progressive way over time
- Consistently engage with the Investment Operations team, peer departments and the work environment in a productive way, including adherence with firm and department hybrid work policies and practices
- in the
- Proficient
- Microsoft
- suite with Advanced Excel knowledge required
- Working knowledge of Power BI and Power Automate a plus
#LI-Hybrid
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.