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 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. 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.

• 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:

Dimensional’s Investment Operations team coordinates and provides oversight of Dimensional’s service provider relationships, including global transfer agents, fund accounting and administrative agents, custodians, middle office, and a complex network of service groups that provide operations services to the firm’s primary and regional offices. The Associate will assist in the daily oversight of outsourced operations functions with these external vendors and play an active role in the investor onboarding process.

Responsibilities:

• Participate in the oversight and processing of daily operations with outsourced providers and internal departments for U.S. Mutual Funds and ETFs and support of any new products to be launched in the future.
• Service client inquiries and provide quality service and an excellent customer experience to clients, banks, trusts, broker/dealers [or platforms] and other service providers; coordinate associated internal and external information flow.
• Support new fund products and trading instruments.
• Assist with the onboarding process of new investors, qualify new business and document compliance.
• Monitor adherence to contractual policies, procedures, and controls through review of Service Level Agreements.
• Process daily operational files from service providers, track new product activity, and assist with the NAV Asset Value review process.
• Escalate issues from internal & external stakeholders to assist in resolution with the service provider.
• Evaluate and assist in the resolution of trade exceptions, operational issues, and shareholder issues.
• Prepare cash reporting and projections to portfolio managers.
• Complete monthly client reporting and system reconciliations.
• Support special projects, change service requests and other initiatives for Investment Operations and other groups on an ad hoc basis.
• Develop an in-depth understanding of the service provider’s processes and platforms of back or middle office. 

Qualifications:

• Bachelor’s degree: Finance, Business or Economics preferred 
• Results and detail-oriented individual capable of multi-tasking and prioritizing in a fast-paced environment to meet deadlines
• Excellent written and verbal skills for communication with clients, peers, and wider teams
• Ability to proactively develop fresh ideas that provide solutions to workplace challenges
• Proactively communicates needs, challenges, and capacity
• Build constructive working relationships within the team and with other departments and service providers
• Seeks and acquires new competencies, work methods, ideas, and information that will improve own efficiency and effectiveness on the job.  Has a curious mindset.
• Ability to seek and improve from constructive feedback in a progressive way over time
• Consistently engage with the Investment Operations team, peer departments and the work environment in a productive way, including adherence with firm and department hybrid work policies and practices
• Proficient in the Microsoft Office suite with Advanced Excel knowledge required
• Experience working in Financial Services, preferably in fund operations
• Experience working with ETFs preferred
• Working knowledge of Power BI and Power Automate a plus

#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.