Career Opportunities
Dimensional Fund Advisors forges a new way to invest based on an abiding belief in financial science and the efficacy of markets. Working years ahead of traditional asset managers, the firm inaugurated its strategies with early research into the stronger performance of small cap stocks. Since then, the firm has pioneered many strategies and consulting technologies now taken for granted in the industry. The mission of Dimensional is to deliver the performance of capital markets and increase returns through advanced portfolio design and trading.
Dimensional is a growing company seeking talented and entrepreneurial people to help pursue this mission. We offer a comprehensive benefits package, access to educational conferences conducted by leading academics, a collegial work environment, and opportunity for growth. Please click on the position titles below for complete descriptions of our current opportunities.
Santa Monica
Network Engineer
Receptionist
Senior Desktop Technician
Trading Assistant
Austin
Compliance Analyst
Counsel (Regulatory/Contracts)
CRM Business Systems Analyst/Systems Developer
Editorial Manager
Events Manager
Facilities Manager
Marketing Writer
Presentation Quality Specialist
Presentation Writer
RFP Writer
Senior Network Engineer
Sr. Operations Associate
Trading Assistant
Website Content Publisher
Chicago
There are no positions currently available in Chicago.
Santa Monica
Job Description:This position involves the installation, deployment, and management of 100+ Windows based servers. The position is ultimately responsible for ensuring that all the server systems and related applications are functioning as cleanly and efficiently as possible.
Responsibilities/Duties:
- Provide direct support to the local business clients and enterprise infrastructure at remote offices and within off-site data centers. Coverage hours include general business hours as well on on-call coverage.
- Administer, track, and report on backup jobs for completeness and capacity. Perform periodic recovery tests to validate accuracy of backups. Maintain accurate logs and documentation for the environment.
- Work with the team to ensure hardware and software infrastructure is professionally maintained within its physical environment with the latest relevant firmware and software patches.
- Build, configure, and mount Windows server hardware and software. This involves the physical build of servers, configuration of RAID, Windows OS, Network, backup agents, and related functions.
- Administer the Windows Active Directory structure and file systems. This includes ensuring AD is properly configured, and running efficiently including all related underlying services (DHCP, DNS, WINS, etc.) and setting security related permissions.
- Manage, maintain and support existing SAN and NAS devices. The Administrator will also be responsible for coordinating enhancements and upgrades of our SAN/NAS with assistance of the vendor. The position will also be responsible for daily monitoring and management of the SAN/NAS.
- Create and maintain accurate and up to date infrastructure and system level documentations including diagrams, descriptions, business contacts and support contacts.
- Provide technical support of a variety of server based applications that range from SQL Server, Anti-Virus, Internet Services, to a variety of 3rd party and internally customized server applications.
Minimum Requirements:
- Should have completed MCSE certification.
- Must have at least 7 years of experience supporting Windows servers.
- Enterprise level experience supporting server backups
- Experience implementing and supporting server patching processes
- Must have extensive experience building and configuring Intel based servers within an enterprise data center environment
- Should have experience with SAN/NAS hardware
- Should have basic experience configuring network switches and routers
- Must have excellent written and oral communication skills
- Should be knowledgeable in a variety of remote support tools
- Must be well organized and structured
- Must be a team player
- 10 years supporting Windows in an enterprise environment.
- B.S. in Computer Information Systems, Science, Business or other related field.
- Experience with Websense, Solarwinds, NetIQ, WSUS and SMS.
- Solid networking experience.
- Experience in enterprise environments.
Contact Dimensional to submit a resume.
Job Description:The Receptionist will be responsible for maintaining front desk duties while fielding calls and visitors
Responsibilities/Duties:
- Answer and route incoming calls
- Greet visitors and escort them to appropriate locations
- Coordinate staff scheduling
- Maintain personnel whereabouts database
- Schedule and update conference room reservations
- Assist with outgoing parcels via FedEx, UPS, and USPS as needed
- Deliver incoming parcels, faxes, and inter-office correspondence
- Special projects as assigned
Minimum Requirements:
- Strong communication skills (both verbal and written)
- Excellent interpersonal and customer service skills
- Proficient in Microsoft Office (Word, Outlook, and Excel)
- Able to work well under pressure
- Able to work well in a team environment
- Good problem solving skills
- Capable of managing multiple projects
- Detail oriented and organized
- Flexible
- Professional appearance and demeanor
- Bachelor's degree preferred, but not required
- At least 2 years of office or receptionist experience in a corporate environment
Contact Dimensional to submit a resume.
Job Description:This position will be responsible for installing, configuring, troubleshooting, and repairing PC/Desktop computer, hardware, software, and peripherals for our Santa Monica offices.
Responsibilities/Duties:
- Maintain, analyze, troubleshoot and resolve PC problems
- Install and configure workstations and servers
- Upgrade and replace PC components
- Provide daily desktop and peripheral support
- Order equipment and software and oversee computer inventory management
- Effectively interface with other departments, personnel, and business contacts
- Resolve LAN communications problems
- Assist in development and documentation of departmental procedures and processes
- Participate in departmental projects as required
- Perform miscellaneous duties as required by IS management
- While performing the duties of this job, the employee is frequently required to stoop, reach, stand, walk, lift, pull, push, grasp, talk, hear, see and use repetitive motions
- While performing the duties of this job, the employee may frequently lift and/or move up to 50 pounds of materials
Minimum Requirements:
- A+ Certification
- 5 years experience with Window 98, 2000, and XP Operating Systems
- 5 years experience with Microsoft Office and other applications.
- 5 years experience in working within a Desktop Support environment.
- 2 years experience as a Senior or Lead Desktop Support Technician
- Must have advanced PC troubleshooting skills
- Experience in administrating user accounts in Active Directory
- Experience in using a “ticketing” system to manage workload.
- Excellent organizational skills.
- Excellent problem solving skills
- Excellent customer service skills.
- Ability to work in a fast paced environment
- Ability to work independently or as part of a team.
- Ability to self-motivate and manage time effectively.
- Possess superior oral and written communication skills.
- Experience working with SMS desired
- Microsoft Certified Desktop Support Technician (MCDST) preferred
- Bachelor's degree in Computer Science or Engineering preferred
- Have a working knowledge of basic telephony, cell technology, and exposure to PBS systems desired
Contact Dimensional to submit a resume.
Job Description:This position will be responsible for supporting the day-to-day needs of the Portfolio Managers and Traders.
Responsibilities/Duties:
- Interact with Portfolio Managers, Traders, foreign offices, internal DFA departments and custodian banks
- Process daily trades, corporate actions, troubleshoot processes including but not limited to trade settlement issues, reconcile share discrepancies, and pricing issues
- Monitor and track portfolio cash positions
- Assist with foreign exchange trades across international equity portfolios
- Gather data for daily corporate actions
- Report portfolio performance, market value/return calculations and benchmark comparisons
- Special projects including but not limited to determining investment eligibility of a company, special data requests, analyzing portfolio characteristics
Minimum Requirements:
- Interest in Financial markets
- Bachelor’s degree with minimum 3.0 GPA required
- Financial experience preferred
- Strong communication skills (verbal and written)
- Detail oriented, organized, highly motivated and able to work independently and in a team environment
- Proficiency in MS Excel
- Knowledge of databases (MS Access, SQL) preferred
Contact Dimensional to submit a resume.
Austin
Job Description:The compliance analyst will assist the firm’s compliance officers in the evaluation, development, maintenance and oversight of regulatory compliance programs.
Responsibilities/Duties:
- Work with Investment Professionals and Legal Counsel in translating client guidelines and identifying regulatory and contract compliance agreements and other constituent documents
- Trade/portfolio monitoring and exception reporting
- Requirements analysis, design, testing, and management of rules in Dimensional’s pre- and post- trade compliance systems
- Participate in the design, refinement and execution of internal control and corporate compliance procedures
- Review advertising, sales, and institutional materials for compliance with industry regulations as well as Dimensional’s policy and procedures
- Assist with FINRA compliance for limited purpose broker-dealer
Minimum Requirements:
- Bachelor's degree in Finance, Accounting, Economics and/or equivalent work experience
- At least two years compliance experience with a broker-dealer, investment advisor, or mutual fund company;
- Well-developed computer skills; intermediate to expert use of MS Office is a must
- Self-motivated individual who has high standards for accuracy
- Work well independently and as part of a team
- Exceptional written and verbal communication skills
- Great interpersonal and time management skills
- Previous experience with trade compliance applications is a plus
- Series 7 and 24 licenses preferred
Contact Dimensional to submit a resume.
Counsel (Regulatory/Contracts)
Job Description:The counsel will serve as the liaison for the internal Institutional Client Services team and assist the Legal Department with day-to-day investment adviser work relating to servicing institutional clients (including International, Federal and State securities law analysis and compliance). The candidate will demonstrate discretion and judgment provide legal counsel, planning and services to Dimensional and subsidiary companies.
Responsibilities/Duties:
- Serve as liaison for the internal Institutional Client Services team
- Review and revise responses to institutional client RFPs
- Negotiate contracts or deals that Dimensional and/or its subsidiary companies and fund complexes may enter into with institutional investors and financial service intermediaries. Ensure all such documentation is in compliance with applicable federal, state or multi-jurisdictional regulatory law
- Review and interpret statues, rules and policies which are relevant to the regulatory functions of Dimensional, its corporate subsidiaries and its fund complexes and work with clients to meet their business objectives within the regulatory environment
- Serves as legal consultant to business clients for special projects, such as the development of new sales and marketing strategic alliances, tax planning etc.
- Work with and oversee the work provided by outside counse on a variety of legal matters ensuring that standards for service delivery and cost are met
- Perform additional responsibilities as requested
Minimum Requirements:
- Seven to ten years of practice in a top-tier law firm or in-house mutual funds, investment adviser or corporate attorney.
- Knowledge of investment management agreements, RFPs, complex contracts, corporate transactions, securities regulatory work, investment adviser and/or mutual fund issues is highly desirable
- Must have substantial knowledge of federal securities law and corporate law; familiarity with Investment Company act of 1940 and Investment Advisers Act highly desired
- Familiarity with foreign investment company, investment adviser and securities laws a plus
- JD from a top law school
- Member of Texas or California State Bar or qualified as a Registered In-House Counsel with the Texas State Bar
- Very strong communication skills both verbal and written
- Detail oriented, organized and professional
- Able to work well in a team environment
- Self starter who is capable of managing multiple projects and meeting eadlines
- Proficient in Microsoft Office
Contact Dimensional to submit a resume.
CRM Business Systems Analyst/Systems Developer
Job Description:The CRM Business Systems Analyst/Systems Developer is to work with Dimensional’s sales departments (Financial Advisor Marketing and Institutional Marketing) to support, configure, and enhance Dimensional’s customer relationship management (CRM) systems. With sales organizations in Santa Monica, Austin, Chicago, Vancouver, Sydney and London this individual will analyze, design, develop, test, implement, and support Dimensional suite of CRM solutions across the global firm. Dimensional’s core/primary CRM solution is SalesLogix. The CRM Business Analyst/Systems Developer will analyze business requirements, procedures, and problems and apply sound technology concepts to address those requirements. This involves adding new functionality and extending the systems capabilities. This position will implement changes within application(s), test those changes to ensure accuracy, and work with the Financial Advisor Marketing and Institutional Marketing departments to accept and deploy the new software, functionality, and capabilities. The successful candidate for this position will be analytically and detail oriented with the ability to multi-task and problem solve.
Responsibilities/Duties:
- Provide ongoing application support, enhancements, and new development for Financial Advisor Marketing and Institutional Marketing within the SalesLogix platform.
- Provide systems development, systems integration, and configuration of SalesLogix and other associated systems. Code (VB and .Net), test and implement changes within the SalesLogix application platform and other associated systems, including both database changes and screen presentation changes.
- Re-engineer, retire, and import the business rules and data of internally developed applications into SalesLogix and other systems
- Facilitate system upgrades and deploy software across the global firm
- Provide ‘admin support’ for new users specifically setup, training and customization, create custom groups, and roll-out to all applicable users
- Maintain data distribution capabilities to ensure data consistency across the global firm
- Monitor daily availability of applications/systems, report availability status to business, and work with software product vendors to track, report, and resolve issues, and deploy solutions
- Write system documentation and user guides/manuals
- Facilitate the system deployment to new offices
Minimum Requirements:
- Five plus years experience in extending and support 3rd party CRM solutions, preferably SalesLogix
- Two plus years ASP.NET development skills, C# preferred
- Three to five years experience with MS SQL Server 2000/2005 database
- Knowledge of Visual Basic 6.0
- Knowledge of DTS (data transformation services – thru Active X, VB script)
- Strong business analysis and data skills in customized requirements gathering
- Strong interpersonal and relationship building client skills with a delivery based orientation
- Ability to maintain and manage several projects while managing clients’ expectations
- Excellent communications (oral and written)
- Experience with project life cycle methodologies and best practices
- Mutual fund, financial services, and/or money management knowledge a plus
- Bachelor’s degree. in Computer Information Systems, Science, Business or equivalent experience
- Proficient with Visio and Microsoft Office products, especially Word, PowerPoint, Project, Excel and Access
- Ability to work independently to meet project requirements with minimal supervision
- Ability to present ideas and information in group settings
- Ability to be flexible and adaptable in a changing environment
Contact Dimensional to submit a resume.
Job Description:This position will be responsible for evolving the vision for editorial content and implementing it through all communication channels, from web copy to executive speeches.
Responsibilities/Duties:
- Manage, train, and develop in-house editorial staff (writers, editors, and proofreaders).
- Develop and manage a pool of freelance writers, editors, and proofreaders.
- Provide editorial direction for all writing produced within the company.
- Continuously improve editorial practices and processes.
- Ensure consistent adherence to Dimensional's publication/editorial guidelines.
- Provide final editorial approval on all marketing content.
- Collaborate with the sales forces to develop marketing strategies and materials.
- Collaborate with research, portfolio management, and trading to develop white papers, bylined articles and informational pieces.
- Collaborate with legal and operations on prospectuses, annual reports, and other documents.
Minimum Requirements:
- At least 10 years of experience managing an editorial function within the financial services industry
- Outstanding written and verbal communication skills
- Proven leadership and interpersonal skills
- Strong organizational and time management skills, including scheduling, planning, prioritizing, and multi-tasking
- Excellent staff development skills
- Ability to give direction and delegate tasks efficiently
- Ability to function effectively in stressful, deadline-oriented situations
- Familiarity with regional English for Canada, UK, and Australia
- Proficiency in Microsoft Word and Excel
Contact Dimensional to submit a resume.
Job Description:The Events Manager is a highly knowledgeable individual who will be responsible for the planning, development, management and execution of all corporate events. The individual will work closely with Financial Advisor Services, Institutional Services and other business units to plan and implement internal and coordinate away conference events to support the company’s strategic goals. The candidate must deliver an in depth event planning program, budgets, timelines, and coordinate all events in auditoriums, boardroom and conference rooms.
Responsibilities/Duties:
- Comprehensive planning and execution of both large and small events including company parties/mixers
- Hands-on involvement from pre-event management to post-event follow through
- Manage budget review process for conferences
- Adhering to master event calendar and timelines
- An extensive knowledge of Austin, Texas and local venues
- Conference data collection and archiving
- Formulates a Concierge team atmosphere
- Hotel Room Blocks and Contracting
- Internal and external event management support services including food caterers
- Maintain and manage Business Center
- Manages event coordinators and related hospitality staff
- Manages requests for Audio/Visual Services, Food & Beverage, Décor and Security Elements
- Meeting, party and special event planning
- Must ensure the proper maintenance and setup/breakdown event set elements
Minimum Requirements:
- Experience managing events with an emphasis on defining and meeting objectives in addition to accurate budget management
- Bachelor Degree required with 7+ years in corporate event planning with at least 3 years experience managing staff
- Able to manage multiple events with overlapping deadlines and multiple people with conflicting priorities while meeting all objectives and deliverables on time and with strict attention to details
- Broad experience managing outside vendors and service providers. Ability to negotiate project terms, measure effectiveness, and implement corrective action
- Exceptional organizational, detail, and follow-through skills
- Exemplary customer service ability
- Full Understanding of auditorium staging and support for meetings of all sizes
- MS Office and MS Project preferred
- Strong written and verbal communication skills
Contact Dimensional to submit a resume.
Job Description:The Facilities Manager will be responsible for managing the facility operations for a Class “A” building in Austin, Texas. Responsible for managing staff, implementing safety & security programs, office space planning, and abiding to green building standards. Monitor OSHA compliances such as ergonomics standards and fire-life & safety. Maintain all files, including architectural drawings and building specifications. Must have the ability to work with all levels of management and employees within the company. Interfaces with the Santa Monica Office to achieve shared goals.
Responsibilities/Duties:
- Manage facilities operations to provide a pleasant and safe work environment for employees, visitors and clients
- Ensures general maintenance and facilities repairs
- Formulates Preventive Maintenance Programs
- Implements Corporate Records Management Program
- Adheres compliance with health & safety guidelines for conference auditoriums, cafeteria and office space
- Liaise between property management to resolve issues
- Maintain Building Fire Code Compliance and Regulations
- Maintains green building standards and recycling program
- Manages security, mailroom operations, and related support staff
- Monitor building problems such as elevator maintenance, satellite dish and pest control
- Negotiates Service Agreements and supervises vendors/contractors
- Oversees Janitorial—Cafeteria cleaning, general housekeeping, carpet cleaning
- Performs safety drills to ensure employees are ready to react and rectify emergencies, including building evacuations and vendor emergency response
- Plan, lead and coordinate all aspects of future office moves
- Responsible for office safety management program
Minimum Requirements:
- Must have 5 -7 years of experience in Corporate Facilities Management
- Experienced with start-up as it relates to a new facility
- Bachelor Degree required
- IFMA or BOMA certified, CFM preferred
- Knowledge of office construction, plumbing, HVAC, electrical systems and general maintenance
- knowledge of OSHA regulations, preferred
- MS Office, MS Project and AUTOCAD preferred
- Prior supervisory experience in mailroom, records storage and security operations
- Excellent verbal and written communication skills
- Strong problem solving skills
Contact Dimensional to submit a resume.
Job Description:Develop and write print and electronic materials used to market Dimensional’s products and investment approach.
Responsibilities/Duties:
- Write brief papers that describe Dimensional’s products or present the company’s point of view on investment-related issues
- Write “talking points” that help salespeople position products in the marketplace
- Write copy for newsletters and brochures
- Write copy for website postings and articles
Minimum Requirements:
- Minimum of ten years of professional writing experience in financial or economic journalism
- Bachelor’s degree
- Master’s degree in economics or finance a plus
- Ability to develop effective relationships with senior-level colleagues at the firm
- Ability to work independently
- Strong understanding of basic economic theory
Contact Dimensional to submit a resume.
Presentation Quality Specialist
Job Description:The Presentation Quality Specialist ensures that the language and layout of all print and onscreen presentations is consistent with the company’s editorial guidelines and brand identity. The position is within the Creative Services group and reports to the Print Production Manager.
Responsibilities/Duties:
- Review client and conference presentations, publications for print, and other materials, and clean up and improve the language for consumption
- Proofread presentation copy for syntax, grammar, usage, style, punctuation, and clarity
- Ensure that all print and onscreen presentations follow the editorial guidelines as maintained by the Editorial Group, and the visual brand identity maintained by the Creative Services Group
- Verify that the assembly of materials from data, language, and graphic sources was done correctly
Minimum Requirements:
- One to three years of experience copyediting or proofreading publications and/or other marketing materials
- Superior copyediting skills, including expert attention to spelling, syntax, grammar, usage, style, and punctuation
- Able to apply the latest edition of the Chicago Manual of Style to written documents
- Familiarity with print marketing materials, including presentations, newsletters, press releases, brochures, etc. a plus
- Familiarity with the financial services industry a plus
- Bachelor's degree required; major in English or related field of study a plus
Contact Dimensional to submit a resume.
Job Description:Responsible for developing and writing presentations in PowerPoint.
Responsibilities/Duties:
- Write presentation pages for each new product
- Work with institutional salespeople to develop presentations that are effective in describing the benefits of Dimensional’s products and investment approach to individual clients
- Work with regional directors in the Financial Advisor Services group to develop or refine presentations for client conferences
- Develop new presentation pages in response to changes in Dimensional’s investment strategies and developments in the financial markets
- Create presentations for company meetings and events
- Continually improve all content in the company’s presentation library
Minimum Requirements:
- Minimum of five years of professional presentation writing experience
- Bachelor’s degree
- Ability to develop effective relationships with senior-level colleagues at the firm
- Ability to work independently
- Strong understanding of basic economic theory
Contact Dimensional to submit a resume.
Job Description:Write copy for proposals to Institutional clients and prospects.
Responsibilities/Duties:
- Work with regional directors and others in the Institutional Services group to develop and write responses to RFP requests
- Ensure that answers to questions are accurate and worded in a way that is both clear and compelling – making institutions want to choose Dimensional
- Proactively seek out ways to ensure that Dimensional’s RFP responses are superior to those provided by competitors
- Work with colleagues throughout Dimensional to ensure that facts and data are consistent across all published media
Minimum Requirements:
- Minimum of five years of experience writing RFP responses for a mutual fund company
- Bachelor’s degree
- Ability to develop effective relationships with senior-level colleagues at the firm.
- Ability to work well under intense deadline pressure. At times, this will require working long hours to finish a proposal.
- Strong familiarity with mutual funds and financial concepts and terminology
Contact Dimensional to submit a resume.
Job Description:DFA is looking for a Network Engineer to fulfill a role as Server Team Lead in charge of the company’s server technology and infrastructure. This job involves establishing implementation/operational standards, enforcing documentation compliance, organizing project tasks, managing escalations, and mentoring team members. The position is ultimately responsible for ensuring all team members are well organized and fully engaged in their responsibilities managing server and that related processes function as cleanly and efficiently as possible.
Responsibilities/Duties:
- Coordinate team to manage servers and related infrastructure including server hardware, SAN, backup systems, data center and supporting operating system/infrastructure software
- Coordinate trouble shooting efforts to ensure appropriate and timely resolutions
- Ensure team is fully engaged in issue tracking and ticket management processes.
- Report on issues via weekly reports, root cause documents, escalation requests and periodic meetings to ensure fully transparent and rigorous efforts produce the best possible outcomes for the business
- Help define, implement and manage processes and standards related to the server team operations
- Processes include but are not limited to server life cycle management, server on-boarding, storage allocation/tracking, disaster recovery processes, data center management processes, data backups, Citrix application validation, server sizing, VMWare provisioning and personnel related processes
- Manage capacity and forecast future needs of all server related technologies including server CPU/memory, storage, data center space, backup windows/media, licensing seat counts and staffing load
- Coordinate with management via meetings and monthly reports to establish necessary remedial policies, plans and projects to address any forecasted capacity constraints.
- Maintain system monitoring and key performance metrics to ensure a stable server environment, strict data confidentiality and compliance for server and storage systems
- Ensure system monitoring tools are being used effectively for all systems
- Maintain log files and audit trails for system access, errors and changes.
- Track and trend key performance metrics
- Establish sufficient control systems/processes to ensure system and manual processes are operating according to policy and service level agreements
- Coordinate server related infrastructure projects
- Ensure team members are fully engaged in their project tasks
- Mentor team members fulfilling project coordination and management roles within the organization
- Ensure consistency with project work and documentation efforts across team members
- Work with technology and business teams throughout the organization to ensure new data center designs address the growing needs of the organization
- Work with vendors and do general research to identify new products and technologies that provide improvements to the enterprise computing environment
- Create draft system designs and recommendations for review by technology management.
Minimum Requirements:
- Must have completed MCSE or equivalent technical certification
- Must have at least 5 years of experience at a minimum of team lead position supporting enterprise clients
- Extensive experience designing and managing server environments with redundancy and high availability
- Must have extensive experience managing data centers, Citrix, VMWare, MS-SQL and enterprise messaging environments
- Must have experience building disaster recovery environments
- Must have extensive experience maintaining support, maintenance and warrantee agreements with a variety of software, service and hardware vendors
- Should have solid understanding of quality of services implementation, maintenance and troubleshooting
- Must have excellent written and oral communication skills
- Should be knowledgeable in a variety of remote support tools
- Must be well organized and structured
- Must be a team player and able to work within a geographically disperse organization
- B.S. in Computer Information Systems, Science, Business or equivalent experience
- Extensive practical knowledge of ITIL management methodologies a plus
- Completed PMP, GMC or equivalent management certification a plus
- Extensive experience managing formal service level agreements a plus
Contact Dimensional to submit a resume.
Job Description:The Operations Associate will work closely with senior management in handling fund operations, including work distribution and project management. This position is responsible for the determination and implementation of policy and compliance decisions and will work closely with internal legal, compliance, sales, marketing and trading departments to facilitate client investments. Candidate must be able to handle challenging situations and work well under pressure.
Responsibilities/Duties:
- Participate in management of daily relationships with outside vendors (service providers, transfer agents, custodians, fund accountants, consultants)
- Coordinate procedures and review controls with other offices
- Establish new client accounts, including contract negotiation
- Review and ensure compliance with service level agreements
- Facilitate information flow to portfolio managers and sales staff
- Participate in short and long-term projects in a lead and support role
- Monitor and ensure compliance with internal and external guidelines, policies and regulations relating to investment operations
- Analyze and resolve operational issues and trouble shoot
- Respond to special requests from clients, banks, trust companies, broker/dealers, and service providers
Minimum Requirements:
- Five to ten years experience in financial services industry (e.g., investment manager, transfer agent)
- Excellent communication skills (oral and written)
- Strong attention to detail required for extensive project management & reconciliation
- Extensive analytical and problem solving skills
- Able to work well in a team environment
- Excellent interpersonal skills
- Capable of multi-tasking, prioritizing and meeting deadlines
- Strong computer skills using databases, email and Microsoft Office products
- Working knowledge of Fund/Serv trading platform, a plus
- Bachelor’s degree in Business, Finance, Economics or related field
- Series 7 and 24
- Proficiency in Spanish language, a plus
Contact Dimensional to submit a resume.
Job Description:This position will be responsible for supporting the day-to-day needs of Portfolio Managers and Traders.
Responsibilities/Duties:
- Interact with Portfolio Managers, Traders, foreign offices, internal DFA departments and custodian banks
- Process daily trades, corporate actions, troubleshoot processes including but not limited to trade settlement issues, reconcile share discrepancies, and pricing issues
- Monitor and track portfolio cash positions
- Assist with foreign exchange trades across international equity portfolios
- Gather data for daily corporate actions
- Report portfolio performance, market value/return calculations and benchmark comparisons
- Special projects including but not limited to determining investment eligibility of a company, special data requests, analyzing portfolio characteristics
Minimum Requirements:
- Interest in Financial markets
- Bachelor’s degree with minimum 3.0 GPA required
- Financial experience preferred
- Strong communication skills (verbal and written)
- Detail oriented, organized, highly motivated and able to work independently and in a team environment
- Proficiency in MS Excel
- Knowledge of databases (MS Access, SQL) preferred
Contact Dimensional to submit a resume.
Job Description:The Web Publisher is responsible for receiving, coordinating, and publishing articles and other content to the websites. This includes receiving content and entering it into the workflow process and content management system. This position works with business units, authors, and the editorial group to ensure timeliness and quality control. Duties involve a high level of organization, communication, and content publication. HTML, design, and programming is minimal. This position is part of Dimensional's Interactive Marketing group, which powers essential client and prospect communications through the web. Our public and client-only websites dynamically convey ideas, information, and sales support through a constant stream of articles, applications, video, and fund data.
Responsibilities/Duties:
- Receive content requests from business units
- Coordinate and schedule publication dates
- Initiate content into the publication workflow process
- Enter articles into the content management system
- Notify business units and subscribers when articles publish
- Maintain quality assurance
Minimum Requirements:
- One to two years experience in a professional work environment
- Knowledge of financial philosophy and terminology
- Superior communications and interpersonal skills
- Excellent organization and task management abilities
- Strong prioritization and multitasking skills
- Ability to work with short timelines
- Experience with HTML a plus
Contact Dimensional to submit a resume.