Analyst, Portfolio Management (Equities)

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. 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.

Job Description:
Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.

The Portfolio Management team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.

The Equities team monitors portfolios, securities, and markets to consistently and efficiently deliver the equity exposures to achieve higher expected returns for our clients.

As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts are responsible for performing a series of daily tasks to ensure that our management and trading processes run smoothly.

In addition to standard responsibilities, Analysts collaborate with senior team members on ad-hoc requests and projects that provide outstanding learning opportunities and the chance to gain familiarity with processes related to fund management. Once settled into the role, Analysts join the “Analyst Development Program” as well as get a chance to become junior leads of a number of investment processes. The increasing exposure to various tasks and great emphasis on development set out the first stepping-stones en-route to becoming a Portfolio Manager.

Responsibilities:

• Support cash management of portfolios with credit lines, currency hedges and cash forecasting

• Analyze voluntary corporate events and recommend elections to Portfolio Managers

• Prepare data for Portfolio Manager presentations to clients and internal executives

• Complete ad hoc requests from Portfolio Managers

• Propose and execute projects that increase process efficiency and improve portfolio outcomes

• Collaborate across business functions and teams, both internal and external to the firm

Desired Experience and Traits:

• Bachelor’s degree required

• Demonstrated understanding of and alignment with Dimensional’s investment strategy

• Time-management skills

• High attention to detail and commitment to excellent work quality

• Comfort with large data sets

• Verbal communication and presentation skills

• Excellent quantitative problem-solving and analytic skills

• Intellectual curiosity

• Background or interest in finance and financial theory

• Aptitude for learning basic computer programming languages and software

• Knowledge of SQL, VBA, and/or Excel is helpful

#LI-Hybrid

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 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.

Job Type: Full-time

Pay: $82,500.00 - $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person