Analyst, Global Client Group

TL;DR

Analyst, Global Client Group (Finance): Service Australia-based clients and support business development activities with an accent on building relationships with sophisticated asset owners and identifying bespoke investment solutions. Focus on enhancing client relationships, utilizing investment expertise, and contributing to new business opportunities.

Sydney, Hybrid (2 days remote per week, core hours 10am-3pm)

Company

Investment management firm focused on building strong relationships with large asset owners through client service and business development.

What you will do

• Service Australia-based clients and support Global Client Group team members.
• Enhance client relationships using Dimensional-specific investment and servicing expertise.
• Assist with business development activities and new opportunities.
• Collaborate in a high-calibre team environment.

Requirements

• Fully degree qualified in any discipline.
• 1-3 years experience in Financial Services/Investment Management.
• Interest in investing.
• Exceptional verbal and written communication skills.
• Strong analytical and quantitative problem-solving skills.
• High proficiency in Microsoft Office (Excel, Word, PowerPoint).

Culture & Benefits

• Hybrid model with 2 remote days weekly and core hours 10am-3pm for flexibility.
• Subsidized health insurance, up to 16 weeks paid primary caregiver leave.
• Financial support for fertility, adoption, and family needs; mental health support.
• Reimbursement for studies like CFA, exam leave, career opportunities locally and abroad.
• Life and salary continuance insurance, inclusive social events and activities.
• Training on harassment, discrimination, and inclusive workplaces.