Senior Associate, Institutional

Notes to applicants:

- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.
- 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.

**Job Description**:
The Institutional Team, Global Client Group

The Institutional team is a blend of client service and business development professionals working closely together to build strong relationships at all levels. By building these relationships, Dimensional is better equipped to understand their investment needs and to identify opportunities. In this capacity, the Institutional team utilises a detailed level of Dimensional-specific investment and servicing expertise to connect with institutions (SWFs, Pensions, Insurance, and others) and wholesale platforms (banks and sub-advised parties).

The Opportunity

The Senior Associate, Institutional, will report directly into the Regional Director, Institutional, and will be jointly responsible for developing the business with clients and prospects in Southeast Asia. The Southeast Asia Institutional team will be supported by the client service team based in Singapore.

This is a rare opportunity to join a high calibre team. Individuals who demonstrate drive, ambition and initiative will be rewarded with genuine career development opportunities over time.

**Responsibilities**:

- Work with the Regional Director in all aspects of relationship management and sales for both new and existing institutional clients.
- Take direct initiative, under supervision and with support, to engage clients and prospects to strategically provide services and grow the business.
- Develop and maintain presentations, RFPs and questionnaires for existing and new needs.
- Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group through to completion. You will interact with other teams, including Client Servicing, Research, and Portfolio Management Teams regularly.
- Support management with workflow and sign-off.
- Identify and develop processes or methodologies that improve service to clients.
- Maintain up-to-date knowledge of investment strategies.
- Sponsor and manage projects.
- Develop and mentor less experienced members of the team.
- Proactively reach out to clients to understand their evolving servicing needs.
- Foster and leverage relationships with other Dimensional offices.

Experience / Qualifications
- Strong academic qualifications with at least a bachelor’s degree in Finance, Business, Economics or related field and 3 - 7 years of business development / sales experience within asset management, or broader financial services sectors.
- Some experience in working with the institutional client segment is preferred.
- A good understanding of the institutional investor landscape and sound knowledge of financial markets and investment concepts.
- A self-starter who is achievement and goal oriented, and is able to work independently, as well as in a strong team environment.
- Ability to multi-task effectively in a fast-paced environment.
- Proven analytical and numeracy skills with a high attention to detail.
- Strong written and verbal communication skills to work effectively with internal and external stakeholders.
- Possess a high level of professionalism and personal integrity

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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.