Senior Associate
Job Description:
The Global Client Group (GCG) is Dimensional’sdistribution arm, comprisingsales channels that target a diverse client set. GCG is responsible fordeveloping new business relationships,as well as managing current relationships with our global clients. GCG area group of business development and client service professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. We take the time to gain an understanding of clients’ evolving needs, identifywhere we can add value and collaborate to provide a better investment experience.
The Role:
Our EnterpriseGroup is responsible forworking with head-offices and wealth management firms across the country.This Senior Associate role will support Regional Directorswith the development of new business opportunities and service Australia based clients. This is a unique opportunity for an enthusiastic and ambitious individual to join a collaborative, high calibreand growing team in an organisationthat has a strong track recordof promoting from within.
Responsibilities:
Articulatecomplex investment principles and capital market research to financial institutions.
Educateclients and prospects on why and how our portfolio solutions are constructed and work the way they do.
Develop and facilitatethe production of responses to complex client drivenrequests among a team of associatesand analysts.
In conjunction with the CRG Manager, mentorand grow a team of high-performingassociates and analysts.
Interact with advisors on practice management related issues.
Develop a robust understanding of the Enterprise businessand related business practices.
Travel with Regional Directors and develop strong business and personal relationships with key clients.
Demonstrable strategic thought in growing the financial institutions groupbusiness.
Developing and constructing complex portfolio analysis forclients and prospects.
Identifyingand discussing key findings of portfolio analyses to clients.
Delivering educational investment related webinars to advisor clients.
Desirable experience and attributes:
5+ years of experience in the Financial Services/Investment industry.
Self-starter who is capable of managing multiple projects and meeting deadlines.
A strong senseof professional and personal integrity and high ethical standards.
Demonstration of initiative, accountabilityand a focus on delivering consistent quality work.
Commitment to the philosophy and process underlying Dimensional’ s investment approach.
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner.
Able to work equally well in a team environment and independently.
Ability to prioritiseand exercise time managementskills.
A proven track recordand history of sales success is preferable.
Strong analytical skills.
Detail orientated.
Qualifications:
Bachelorsdegree required. MBA and/or CFA stronglypreferred.
Strong computer skills (Excel and Access) with the ability to learn programs as needed
Solid quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
Why DFA
Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility!
Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs.
Great career opportunities, both locally and potentially abroad.
Subsidized health insurance for individuals and family with several ‘nil-cost’ options available for individuals.
Access to our health and fitness incentive program.
Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more.
We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause.
Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to exam leave.
Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program.
Access to life and salary continuance insurance.
Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more!
Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces.
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.