Analyst, Portfolio Management (Equities)

Dimensional Fund Advisors•Santa Monica, CA

2d•$82,500 - $105,000•Hybrid

About The Position

Dimensional's Portfolio Management team is responsible for the daily oversight and management of Dimensional’s portfolios, implementing the firm's investment philosophy across all investment solutions. This team collaborates closely with various departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for clients. The team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to dimensions of higher expected returns, as identified by modern financial economics, through a daily and systematic portfolio management process. Portfolio managers also interact with current and prospective clients. The Equities team specifically monitors portfolios, securities, and markets to consistently and efficiently deliver equity exposures for higher expected returns. As an Analyst, you will support the day-to-day needs of the Portfolio Management team by performing daily tasks to ensure smooth management and trading processes. Analysts will also collaborate with senior team members on ad-hoc requests and projects, offering learning opportunities and familiarity with fund management processes. Analysts join the "Analyst Development Program" and have the chance to become junior leads of investment processes, with increasing exposure to tasks and a strong emphasis on development, setting the foundation for becoming a Portfolio Manager.

Requirements

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

Nice To Haves

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

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