The Global Client Group is a blend of client service and business development professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. By building these relationships, Dimensional is better equipped to understand their investment needs and identify bespoke investment solutions.

The Role

You will work closely with team members in the Global Client Group to service Australia based clients and assist with the development of current business opportunities. You will provide support to enhance client relationships and business development activities.

This is a unique junior opportunity for an enthusiastic and ambitious person to join a collaborative, high calibre and growing team in an organisation that has a strong track recording of promoting from within.

The role will involve data gathering for client/pre-client requests, questionnaires, presentations and meetings. Further responsibilities would be to maintain our Client Relations Management database as well as prepare initial presentation decks and meeting preparation documents, in addition to performing competitor analysis, market mapping and trends research.

Qualifications

- We welcome all degree disciplines - you will need to be fully degree qualified
- 2 - 5 years of experience in Financial Services/Investment Management industry in a similar role
- Interest in investing
- Exceptional communication skills, both verbal and written
- Detail oriented, with the ability to think in a structured and analytical manner
- Able to work equally well independently and in a team environment




- Ability to absorb and apply information from formal and informal learning experiences
- Strong analytical and quantitative problem-solving skills
- High proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs

Why DFA

- Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility!
- Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs.
- Great career opportunities, both locally and potentially abroad.
- Subsidized health insurance for individuals and family with several ‘nil-cost’ options available for individuals.
- Access to our health and fitness incentive program.
- Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more.
- We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause.
- Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to exam leave.
- Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program.
- Access to life and salary continuance insurance.
- Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more!
- Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces.

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📌 Associate, Global Client Group (City of Sydney)
🏢 Dimensional Fund Advisors
📍 City of Sydney