Analyst, Client Reporting
Core
Generate high-volume standard and custom client reports, due diligence questionnaires, and reconciliations for Dimensional's global sales channels.
Role type
Analyst, Client Reporting
Builds
Customized and standardized client reporting solutions
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Data compilation, quality control, due diligence questionnaire completion, cross-departmental collaboration, data integrity management, presentation material preparation, investment philosophy understanding
Preferred skills
Professional experience, Microsoft Office proficiency (Excel, Word, PowerPoint)
Responsibilities
Generate weekly, monthly, and quarterly client reports; provide quality control for client reports; complete due diligence and client questionnaires; investigate and address client inquiries; maintain data integrity with intermediaries and vendors; prepare materials for Portfolio Management and Global Client Group
Seniority
Individual Contributor