An opportunity has arisen for a talented individual with strong organisational and inter‑personal skills to join the EMEA Product Team driving the management, governance and development of product initiatives for Dimensional. The cross‑functional role will primarily support regulatory‑related initiatives for Dimensional’s Irish and UK UCITS, UCITS ETFs and Models, but also provide support for client onboarding and other product related initiatives.
The role will report into the Vice President, Product Operations, but will require close collaboration with the Legal, Compliance, Finance teams and with global colleagues across Dimensional.
Responsibilities
- Work closely with internal teams and outsourced vendors to support the production of product documentation, including UCITS KIDS and PRIIPS KIDS documentation, EMT, EPT and EET templates, Solvency II (TPT), GRIOMIKV, CRR II and VAG reports.
- Perform validation checks on the data produced.
- Support the delivery of ESG‑related materials such as website disclosures, periodic templates, ESG policies, pre‑contractual templates, PAI and TCFD reports.
- Support the preparation of business cases to produce new regulatory documents and data as regulations change and clients seek additional materials.
- Support tracking, oversight and governance of the funds, including documenting and maintaining process flow charts.
- Produce regulatory product reports relating to initiatives such as MiFID quarterly and annual reporting, Irish Funds CP86 Reports, UK Consumer Duty Reports, and Assessment of Value Reports.
Requirements
- Undergraduate degree, or equivalent, preferably in finance or economics.
- Experience in stakeholder management from an asset management or consulting background.
- Understanding of European/UK fund solutions and distribution preferred.
- Advanced skills using the Microsoft Office suite of products, particularly Excel.
- Fluent in English; German and Dutch would be well regarded.
- Well‑organised with good project‑management skills.
- Effective interpersonal skills to develop partnerships across the firm.
- Effective communication skills, both written and verbal.
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