Analyst, Client Reporting

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Education initiatives

Job summary

Dimensional Fund Advisors is hiring for a Client Reporting professional to support our global client relationships through a high-volume reporting platform. You will generate standard and custom reports, ensure data accuracy, and prepare materials for Portfolio Management and Marketing teams.

Ideal candidates will have a bachelor’s degree, strong communication, and exceptional attention to detail. The role emphasizes teamwork in a fast-paced, hybrid work environment with opportunities for

Qualifications

• Bachelor’s degree with strong academic record.
• Professional experience preferred.
• Exceptional communication skills, both verbal and written.
• Display extreme attention to detail while maintaining a focus on client deadlines.
• Team oriented - ability to apply analytical and decision-making skills in a global collaborative environment.
• Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines.
• Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs.

Responsibilities

• Generate a large volume of standard and custom weekly, monthly and quarterly reports to clients, consultants and service providers.
• Provide quality control for client reports and requests and support day-to-day activities.
• Responsible for completing due diligence and client questionnaires.
• Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicating your findings to senior staff.
• Deliver and maintain data integrity with intermediaries, data vendors and research houses.
• Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
• Develop a robust understanding of Dimensional’s investment philosophy and process.
• Seek opportunities for professional development.

Skills

Communication

Attention to detail

Team oriented

Self-starter

Time management

Proficiency in MS Office

Education

Bachelor’s degree

Tools

Microsoft Office (Excel, Word & PowerPoint)

Job description

Job Overview

Job Description: The Client Reporting Team services all of Dimensional's sales channels across the globe by providing a broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations and requests for information to meet our clients reoccurring reporting needs. To complete this high volume of deliverables, the team provides end-to-end managed solutions with internal report generation tools and a secure website, which provides additional tools to elevate the client experience. We work with nearly all teams across the firm to compile data that the clients require, package it in a user-friendly format, and distribute for consumption. This position will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships.

Responsibilities

• Generate a large volume of standard and custom weekly, monthly and quarterly reports to clients, consultants and service providers.
• Provide quality control for client reports and requests and support day-to-day activities.
• Responsible for completing due diligence and client questionnaires.
• Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicating your findings to senior staff.
• Deliver and maintain data integrity with intermediaries, data vendors and research houses.
• Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
• Develop a robust understanding of Dimensional’s investment philosophy and process.
• Seek opportunities for professional development.

Qualifications

• Bachelor’s degree with strong academic record
• Professional experience preferred
• Exceptional communication skills, both verbal and written
• Display extreme attention to detail while maintaining a focus on client deadlines
• Team oriented - ability to apply analytical and decision-making skills in a global collaborative environment
• Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines
• Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs

This role is not eligible for immigration sponsorship #LI-Hybrid

Benefits

• 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 (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 Dimensional

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.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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 Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Here at Dimensional, we strive to be an inclusive workplace for all.