Senior Associate, Investment Stewardship APAC

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. 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.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• 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.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Investment Stewardship Group

Dimensional’s global investment stewardship activities are managed by the Investment Stewardship group, which sits within Dimensional’s Portfolio Management department.  The group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. This team works closely with multiple stakeholders including portfolio managers, Legal, Compliance, Investment Solutions, and the Global Client Group, to ensure best practice is maintained and our clients’ objectives are met.

The Opportunity

The Senior Associate, Investment Stewardship responsibilities include oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary. The Senior Associate, Investment Stewardship, working with team members based in Dimensional’s US and London offices, will be responsible for delivering reporting on Dimensional’s stewardship activities to internal and external stakeholders.

The Senior Associate, Investment Stewardship is based in our Sydney office and reports to the Head of Investment Stewardship, based in London.

The Role

The Senior Associate, Investment Stewardship, APAC will be responsible for the following:

• Identify meaningful portfolio company engagement opportunities, participate in engagements, and track outcomes.
• Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
• Monitor proxy votes to ensure votes are being cast in an accurate and timely manner.
• Identify and research key corporate governance issues and trends within the industry.
• Monitor regulatory developments for potential impact on Dimensional.
• Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.

Requirements / Qualifications

• A bachelor’s degree is required.
• Experience of mutual funds or investment industry experience.
• Experience in investment stewardship, portfolio company analysis, and proxy voting mechanics.
• Ability to manage high-profile engagements with senior executives and board members.
• Strong writing and analytical skills.
• Demonstrated ability to produce high-quality reports for internal and external distribution.
• Comfortable working independently as part of a global team

Why DFA

• CBD office location with harbour views.
• 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.