Associate, Global Client Group Operations

Dimensional Fund Advisors; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Toronto is seeking a Business Analyst to analyze key performance metrics and support business operations. The successful candidate will work with leadership to develop insights and reports using tools like Power BI and Excel. Ideal candidates are detail-oriented and have a proactive approach with relevant experience in data analytics. This role offers opportunities for professional growth and comprehensive benefits.

Benefits

Comprehensive benefits

Educational initiatives

Celebrations of company culture

Qualifications

• 1-4 years of experience in consulting, data analytics, business analysis, or similar role (includes internships).
• Capable of managing multiple projects and meeting deadlines.
• Documented analytical and quantitative skills.

Responsibilities

• Identify and report on key performance indicators within the Financial Advisor Services group.
• Work with business leaders to develop business intelligence.
• Design and complete executive reporting packages.

Skills

Data analytics

Problem-solving

Interpersonal communication

Detail-oriented

Power BI

Excel

SQL

Education

Bachelor's degree in a relevant field

Tools

Power BI

R/Python

MS Dynamics CRM

Job description

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: we are together on our campuses on Tuesdays, Wednesdays, and Thursdays, and have the choice to work in the office or remotely on Mondays and Fridays. 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

The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. The GCG Operations team supports the day-to-day operational needs of the sales group in the areas of business insights, investment operations, client onboarding, reporting and administrative services. Reporting to the Client Group Operations Manager, the ideal candidate will help drive business intelligence and metrics used by leadership, the Global Client Group, and its support divisions. Day to day work will focus on performing various analyses and reporting functions to support business operations.

Responsibilities

• Identify and report on key performance indicators within the Financial Advisor Services group
• Work with business leaders and sales teams to develop business intelligence and work on ad-hoc projects
• Design and complete executive reporting packages
• Research and compile asset and net cash flow data
• Effectively utilize and train team members on programs including Power BI, Excel, CRM, and other databases
• Support special projects and initiatives for GCG Operations and other groups on an ad hoc basis
• Coordinate with colleagues globally to align on best practices
• Identify areas to improve report automation and partner with colleagues to implement solutions

Qualifications

• Bachelor's degree preferred; coursework in mathematics, statistics, computer science, or finance/accounting is preferred
• 1-4 years’ experience in consulting, data analytics, business analysis, or similar role (includes internships)
• Proactive in nature, and capable of managing multiple projects and meeting deadlines
• Documented analytical and quantitative skills
• Creative problem-solving skills
• Detail-oriented while maintaining a big picture focus
• Excellent computer skills (Power BI, R/Python, querying, Excel, Visio, automation, SQL, and databases) with the ability to quickly learn and become proficient in new programs and languages
• Define as well as manage change within existing business processes
• Interpersonal communication, verbal, and written skills
• Work equally well in a team environment and independently
• Focused on customer needs with the ability to build trust and confidence
• MS Dynamics CRM

Benefits and Other

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.

Equal Opportunity 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, 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, stalking, or sex offenses, genetic information, political activities or recreational activities, 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.