Product Specialist, Investment Reporting

Dimensional Fund Advisors Austin , TX 78719

Posted 11 months ago

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Job Description:

Dimensional's reporting technology team supports both proprietary and non-proprietary reporting solutions. The Product Analyst role will primarily support and maintain the operational functions for our Client Reporting Team through use of SimCorp's Coric system. This role will work within a reporting team while collaborating with SimCorp, assist with software upgrades, and assess the cloud migration efforts between Dimensional and the Coric system.

In addition, this position will interface with internal business customers and or business product owners on various software technologies supporting the Dimensional internal and external Client Reporting needs. Work will also include all aspects of the software lifecycle such as requirements analysis, test planning for both functional and non-functional test case development, test execution and defect management. This position will have the ability to propose improvements to our existing processes and proactively identify areas to improve the team's speed, quality and efficiency.


  • Shared ownership with team members supporting monthly, quarterly and annual reporting

  • Maintain an understanding of the reporting platform's back end configurations environment and database schema

  • Create and maintain client reporting enhancements by leveraging components that are new or existing within the system

  • Assess opportunities to build automation capabilities and enhancements to streamline business process

  • Maintain reporting layouts to drive client reporting needs

  • Build relationships with inter-departmental business product owner leads to develop a robust understanding of business reporting services

  • Coordinate with Dimensional's Investments, Analytics and Data team as data requirements are needed to support client reporting needs.

  • Execute test cycles such as System and Integration testing (SIT) and Regression testing

  • Support the business with test planning and execution of User Acceptance testing (UAT) and ensure what is delivered to our clients is of the utmost quality

  • Assist with software development change management process and maintain source control and deployments

  • Assist in prioritization of bugs, issues, feedback, and enhancements with the reporting product team

  • Provide service operations support where needed and identify opportunities to collaborate with Dimensional's Service Desk for certain products and or services in the application portfolio


  • Bachelor's degree; technical field preferred

  • 5+ years of hands-on software experience on teams delivering software products

  • Prior experience with Coric, Vermillion or similar client reporting systems (i.e., Magic Quadrant, Gartner, etc.)

  • Knowledge of SQL, SSRS, BI, or Business Objects report building

  • Financial Services industry experience

  • Strong understanding of Agile software development practices and ceremonies

  • Ability to work effectively in a fast-paced environment with minimal oversight

  • Detail oriented with a proven ability to self-motivate and follow-through on tasks

  • Strong problem solving, analysis and communication skills, both verbal and written

  • Experience with collaboration and testing tools such as Confluence and Jira preferred

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.

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Product Specialist, Investment Reporting

Dimensional Fund Advisors