Analyst, Portfolio Management

Analyst, Portfolio Management

Dimensional Fund Advisors is a leading global investment manager, reaching $1 trillion in assets under management. The firm has a rich history and unparalleled expertise in translating financial research into real-world investment solutions, carrying an industry-leading track record through its innovative approach to portfolio design, trading, and implementation. With offices around the world, Dimensional fosters a culture of learning, teamwork, and dedication to our clients.

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. This team ensures that client portfolios maintain their desired exposure to chosen markets and targeted premiums, while also assisting the sales team in educating clients about Dimensional’s investment approach. The team prides itself on an approach that marries practicality with intellectual rigor, knowledge, and accuracy; working closely with departments such as Trading, Legal, Operations, and Research to ensure our investment solutions deliver as expected. Alongside primary fund management responsibilities, the Portfolio Management team continuously seeks to improve existing processes and facilitate company growth through projects and global initiatives.

Analyst Role

As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts work collaboratively to cover the core functions that facilitate daily fund management, including corporate action analysis, review of market and security news, and daily oversight of funds and positions to ensure downstream accuracy. You will also assist in anticipating the needs of portfolio managers during the team's daily implementation efforts.

In addition to these core functions, our Analysts receive ample opportunity to collaborate with senior team members across various projects and processes, providing outstanding learning opportunities and a chance to gain familiarity with crucial components of fund management. Once settled, Analysts may be entered into the “Analyst Development Program” or adopt junior lead roles across the key areas underpinning the investment process. The comprehensive experience available within the role and the commitment to continuous development provide a solid foundation for a successful candidate wishing to progress to the position of portfolio manager.

The ideal Analyst candidate will be proactive, analytical, and able to grasp our core investment concepts quickly. You must be able to digest and articulate the research and scientific approach that Dimensional takes to investing. We are looking for someone with strong self-motivation and a desire to excel within the Portfolio Management team.

Responsibilities

• Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices across equities on topics such as corporate actions, cash balances, and portfolio holdings.
• Monitor and analyze securities for significant changes.
• Assist with portfolio reporting, including returns, market value calculations, and characteristics.
• Handle special projects, including portfolio analysis, index analysis, and ad-hoc data requests.
• Propose and develop improvements to existing business processes.
• Engage in substantive communication with Portfolio Managers, Traders, Operations, DFA global offices, and custodian banks.

Qualifications and Skills

• A Bachelor's degree or equivalent in engineering, mathematics, science, finance, or another technical discipline is preferred.
• Must be detail-oriented, organized, highly motivated, and able to work independently and in a team environment.
• The ability to work to tight deadlines, adapt, and prioritize effectively is a necessary skill.
• Ability to absorb and apply information from formal and informal learning experiences.
• Strong communication skills (verbal and written).
• Interest in financial markets and academic research related to the field.
• Prior exposure to programming and/or databases (Python, SQL, VBA) is preferred.

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.