Analyst/Associate, Investment Solutions (Portfolio Consulting Team)

Dimensional Fund Advisors•Austin, TX

About The Position

Dimensional’s Investment Solutions Group acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Portfolio Consulting team provides a resource for clients who want to engage in discussions on asset allocation and fund selection. The team provides custom, in depth fund and portfolio analysis so that clients can make well informed investment decisions. The Analyst/Associate will work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and interpersonal communication skills.

Requirements

Bachelor’s degree.
A passion for the asset management industry and capital markets.
Ability to contextualize detailed analysis (trees) in service of a strategic goal (forest).
Comfort working with large data sets.
Excellent analytical, interpersonal, and verbal communication skills.
Ability to articulate investment concepts.
Ability to resolve problems effectively and exercise independent judgement.
Motivated to self-teach skills and apply learned knowledge to relevant tasks.
Eager to learn and responsive to constructive feedback and guidance.
This role is not eligible for immigration sponsorship.

Responsibilities

Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
Manage multiple competing deadlines.
Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
Identify creative/effective ways to visualize portfolio data and investment concepts.
Improve existing processes to help scale the business.