Description

Job Description:

Based in the Sydney office, the Senior Associate, Portfolio Management Operations (Product Development) is part of a specialist team reporting into the Portfolio Management department. The key focus of the role is to directly manage Portfolio Management and firmwide projects for the Asia-Pacific region, including new product launches. These enterprise wide projects play a pivotal role in supporting business growth.

Additionally, the incumbent will manage product development initiatives, provide problem solving support and develop multifaceted recommendations underpinned by robust evidence-based analysis.

It is important for the Senior Associate, Portfolio Management Operations (Product Development) to partner with senior stakeholders from a variety of departments both locally and globally. These departments include but are not limited to Portfolio Management, Trading, Compliance, Legal, Sales, Investment Operations and Marketing. You will act as a key liaison to encourage cross-functional collaboration.

Responsibilities

• Leading product and account launches, closures, transitions, and changes
• Designing, documenting and communicating complex end-to-end investment processes
• Supporting ad-hoc product / business analysis / operating model review requests
• Identifying and overseeing implementation of process improvement opportunities in line with department goals and providing relevant communication and training
• Assisting on/coordinating ongoing product management/development initiatives
• Providing status updates on product activity and projects to key stakeholders
• Cultivating strong working relationships across a variety of functional areas and managing through influence
• Proactively identifying barriers to project success and resolving or escalating
• Developing expertise related to investment management

Skills & Qualifications

The candidate should be familiar with the activities of an asset management firm or similar financial institutions and should have experience working with leading project/change initiatives.

The successful candidate will also be able to demonstrate the following:

• Degree qualified, with an undergraduate (or higher) in an analytical major such as Engineering, Finance, Commerce or Economics
• 3 - 5 years of consulting, product management, or project management experience (preferably with exposure to financial services-related projects)
• 2+ years of experience in the financial services industry
• Strong stakeholder management skills, with the ability to build productive cross-functional relationships globally
• Excellent quantitative problem-solving skills
• Excellent verbal and written communication skills
• Strong sense of ownership and accountability

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.

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 opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.