Associate – Investment Analytics and Data

Dimensional Fund Advisors•Austin, TX

22h•Hybrid

About The Position

Provide expertise on investment reporting, including but not limited to performance calculation, portfolio characteristics, and performance attributions, to internal clients. This includes working with large datasets, performing quantitative analysis, and using SQL, T-SQL, or similar data management tools; working with C, C#, or Python; knowledge in financial market, portfolio management and portfolio analysis; and knowledge of efficiency enhancement and optimization through automation, process design, and implementation to involve software development related for large datasets. Also, will create client report solutions that the client service and investment teams can utilize for recurring client reporting. Manage business requirements for data services and distribution. Develop processes to integrate new investment ideas into client reporting for portfolio management. Manage business requirements for data services and distribution. Hybrid work schedule permitted, with 3 days in the office and 2 days working from home within a reasonable commuting distance from the office. #LI-DNI

Requirements

Bachelor’s degree in Mathematics, Statistics, Financial Engineering or a related field and 2 years of experience to involve: (1) experience working with large datasets, performing quantitative analysis, and using SQL, T-SQL, or similar data management tools; (2) knowledge of at least one programming language such as C, C#, or Python; (3) experience and knowledge in financial market, portfolio management and portfolio analysis; and (4) knowledge of efficiency enhancement and optimization through automation, process design, and implementation to involve software development related for large datasets.
Hybrid work schedule permitted, with 3 days in the office and 2 days working from home within a reasonable commuting distance from the office.
ALTERNATIVE REQUIREMENTS: In lieu of a Bachelor’s degree, employer will accept a Master’s degree in Mathematics, Statistics, Financial Engineering or a related field, and 1 year of experience or 9 graduate credit hours to involve: (1) experience working with large datasets, performing quantitative analysis, and using SQL, T-SQL, or similar data management tools; (2) knowledge of at least one programming language such as C, C#, or Python; (3) experience and knowledge in financial market, portfolio management and portfolio analysis; and (4) knowledge efficiency enhancement and optimization through automation, process design, and implementation to involve software development related for large datasets.
Hybrid work schedule permitted, with 3 days in the office and 2 days working from home within a reasonable commuting distance from the office.

Responsibilities

Provide expertise on investment reporting, including but not limited to performance calculation, portfolio characteristics, and performance attributions, to internal clients.
Work with large datasets, performing quantitative analysis, and using SQL, T-SQL, or similar data management tools.
Work with C, C#, or Python.
Create client report solutions that the client service and investment teams can utilize for recurring client reporting.
Manage business requirements for data services and distribution.
Develop processes to integrate new investment ideas into client reporting for portfolio management.

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.
At Dimensional, we want to change the way the world thinks about investing.
As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.
Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents.
With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience.
Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.
For more information about Dimensional and our current opportunities, please visit our Careers site.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.
Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays.
This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.