Analyst, Client Reporting

Dimensional Fund Advisors•Austin, TX

5d•Hybrid

About The Position

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' recurring 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.

Requirements

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

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.