Analyst, Portfolio Management (Equities)

Dimensional Fund Advisors•Austin, TX

7d•Hybrid

About The Position

Portfolio Management oversees and manages Dimensional’s portfolios each day and implements its investment philosophy across its investment solutions. The team works closely with Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group. The Equities team monitors portfolios, securities, and markets to deliver equity exposures intended to achieve higher expected returns for clients. The Analyst supports the Portfolio Management team’s day-to-day needs by performing daily tasks that help management and trading processes run smoothly. Analysts also work with senior team members on ad hoc requests and projects related to fund management. After settling into the role, Analysts join the Analyst Development Program and may become junior leads of investment processes. The role offers increasing exposure to portfolio management tasks as a foundation for progressing toward Portfolio Manager.

Requirements

Bachelor’s degree.
Demonstrated understanding of and alignment with Dimensional’s investment strategy.
Time-management skills.
High attention to detail and commitment to excellent work quality.
Comfort working with large data sets.
Verbal communication and presentation skills.
Excellent quantitative problem-solving and analytical skills.
Intellectual curiosity.
Aptitude for learning basic computer programming languages and software.

Nice To Haves

Background or interest in finance and financial theory.
Knowledge of SQL, VBA, and/or Excel.

Responsibilities

Support portfolio cash management, including 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.