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19 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Financial Services
Supports Regional Directors in developing business opportunities and servicing Australian financial institution clients. Responsibilities include explaining investment principles, educating advisors, coordinating complex client responses, mentoring associates, conducting portfolio analyses, presenting findings, delivering investment webinars, and building client relationships. The role requires strong financial services experience, analytical and communication skills, and travel with Regional Directors.
Top Skills: AccessExcel
Senior level
Financial Services
Supports institutional client relationship management, business development, retention, and sales activities. Responsibilities include presenting investment strategies, conducting industry research, addressing client inquiries, identifying opportunities, coordinating client requests, preparing educational presentations, and mentoring associates. The role partners with sales, consultant, marketing, portfolio management, and analytics teams while developing relationships with institutional investors and intermediaries.
21 Days AgoSaved
In-Office
Austin, TX, USA
Internship
Internship
Financial Services
Nine-week technology internship for undergraduate or specialized master’s students. Interns receive engineering mentorship, participate in Agile projects, develop creative technical solutions, and own a project that delivers business value. Responsibilities include presenting project outcomes to stakeholders and gaining exposure to financial services technology. Candidates should have application development, automated testing, version control, and familiarity with DevOps, databases, server infrastructure, or cybersecurity.
Top Skills: AgileAutomated TestingCybersecurityDatabase PlatformsDevOpsLinuxServer InfrastructureVersion ControlWindows
26 Days AgoSaved
Hybrid
2 Locations
Entry level
Entry level
Financial Services
Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.
Top Skills: ExcelSQLVBA
27 Days AgoSaved
Hybrid
Austin, TX, USA
Entry level
Entry level
Financial Services
Generate and quality-control high-volume customized and standardized client reports on weekly, monthly, and quarterly schedules. Complete due diligence questionnaires, investigate client inquiries, maintain data integrity with vendors and intermediaries, and prepare materials for portfolio management, client groups, marketing, and presentations. Collaborate across departments, communicate findings, meet deadlines, and develop expertise in the firm’s investment philosophy and processes.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
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Internship
Financial Services
Supports Global Client Group Sales Operations through client report preparation, quality control, reconciliations, information requests, database maintenance, business statistics, and reporting initiatives. The intern will use internal and third-party data, assist business development activities, communicate project updates, and learn systems supporting standardized and customized client reporting.
Top Skills: Excel
One Month AgoSaved
Hybrid
Austin, TX, USA
Senior level
Senior level
Financial Services
Provides legal counsel to the firm's global investments function, focusing on ETF offerings and operations, portfolio management, securities laws, compliance programs, shareholder filings, corporate actions, board materials, and outside counsel oversight. Advises internal teams on U.S. and international legal requirements and translates complex regulations into practical guidance.
Top Skills: E-Billing SoftwareLegal Document RepositoriesLegal Research ToolsMicrosoft Office Suite
One Month AgoSaved
In-Office
Austin, TX, USA
Internship
Internship
Financial Services
Nine-week internship supporting Dimensional’s Investment Solutions Content Architecture team. Responsibilities include collecting, organizing, and analyzing data; developing scalable data models; improving processes; and automating data sourcing and content production. Interns will build foundational investment knowledge, contribute to reporting and content creation, and collaborate with Research, Portfolio Management, Trading, Client Group, and Marketing teams.
Top Skills: PythonSQL
Internship
Financial Services
Nine-week, fully in-person internship supporting Investment Engineering through investment data management, portfolio and strategy analysis, tool development, data-structure design, reporting, automation, and process improvement. Interns work on individual and team projects using quantitative reasoning, computational skills, and programming to support portfolio management, sales, and internal and external reporting processes.
Top Skills: AutomationC#Data AnalysisDatabasesJavaPythonRSASStataT-Sql
One Month AgoSaved
Hybrid
London, Greater London, England, GBR
Senior level
Senior level
Financial Services
Oversee investment stewardship activities, including proxy voting, corporate governance research, portfolio company engagement, regulatory monitoring, and reporting. The role supports responses to clients and consultants, prepares materials for internal committees, manages stewardship data, and improves team procedures through automation and systemization while collaborating with global stakeholders.
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