Associate, Investment Analytics and Data (Portfolio Analytics)

Dimensional Fund Advisors • Charlotte, NC

22d • Hybrid

About The Position

The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients. The team also leads the development of the firm’s investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient. Investment Analytics and Data (IAD) is part of the Research Department within Dimensional. Data and data analysis are at the underpinnings of how Dimensional constructs and manages portfolios and works to provide the best investment experience possible for our clients. IAD is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. IAD is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional. The Portfolio Analytics team helps create tools to maintain and analyze data on the portfolio construction and trading process, as well as ad hoc analysis on strategy changes. The Portfolio Analytics team seeks an Associate capable of supporting key initiatives underpinning our daily investment process. The work is team based and involves managing and monitoring data related to our ETF business. Success in the role will mean attention to detail and an in-depth understanding of our investment philosophy and associated systems with an eye to work on improving associated processes. This position can be either hybrid in-office or fully remote in California, North Carolina, or Texas.

Requirements

• Bachelor's degree in Economics/Finance, Mathematics, Statistics, Computer Science, Engineering, or a related field.
• Demonstrated capacity for and interest in quantitative work.
• Written and oral communication skills.
• Analytical and problem-solving skills.

Nice To Haves

• Master’s degree preferred.
• Knowledge of databases and query language (T-SQL) is highly preferred.
• Experience with programming languages (C#, Python) is highly preferred.
• Experience working with large data sets is preferred.
• Experience in ETFs, ETF basket generation, and mutual fund data is highly preferred.
• Experience with the Agile methodology of software development is preferred.
• Experience with software Quality Engineering or Quality Assurance is preferred.

Responsibilities

• Manage deliverables to support the operations of Portfolio Analytics. Typical responsibility includes generation and monitoring of daily ETF baskets, ad-hoc basket simulations, monitoring and rebalances of ETF indices that Dimensional manages.
• Execute regular validations to ensure inputs to research and portfolio management are appropriate and accurate.
• Work with members of the investment teams to answer questions and perform analysis related to the constructions of portfolios, benchmarks, and other investments.
• Assist in systems architecture for generation of portfolio analytics data to internal clients and help define, build, and test data structures for exposure of data to end consumers.
• Define requirements and develop new processes, in partnership with teams across the organization.
• Contribute to ongoing efficiency efforts through automation, process design, and implementation.

Benefits

• 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 opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees