Analyst, Client Reporting

dimensional; United States; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits

Job summary

Dimensional in the United States is seeking a Client Reporting professional to support global client relationships by generating high-volume, on-time reports and handling due diligence questionnaires.

You will collaborate with Portfolio Management, Global Client Group and Marketing to deliver accurate materials, ensuring data integrity with data vendors and intermediaries, while developing a strong understanding of Dimensional's investment philosophy.

Qualifications

• Bachelor's degree with strong academic record.
• Professional experience preferred.
• Exceptional communication skills, both verbal and written.
• Extreme attention to detail while meeting client deadlines.
• Team oriented with global collaboration abilities.
• Self-starter capable of managing multiple projects in a fast-paced environment.
• Proficiency in Microsoft Office and willingness to learn new programs.
• Not eligible for immigration sponsorship.

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 support day-to-day activities.
• Complete due diligence and client questionnaires.
• Investigate and address client inquiries with senior staff support, coordinating across departments.
• Deliver and maintain data integrity with intermediaries and data vendors.
• Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
• Develop a robust understanding of Dimensional's investment philosophy and process.
• Pursue opportunities for professional development.

Skills

Communication

Attention to detail

Teamwork

Self-motivation

Multitasking

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Job Description: The Client Reporting Team services all of Dimensional's sales channels across the globe by providing 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. With proven success, you will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional 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

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.