Hybrid Portfolio Analysis & Strategy Analyst

Dimensional Fund Advisors; Greater London; On-site; GBP 40,000 - 65,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst in Portfolio Management to support the implementation of its investment philosophy, collaborate with global offices, and assist with portfolio reporting and analysis. The role emphasizes data-driven improvements and cross‑team communication within a hybrid work model.

The candidate will engage with Portfolio Managers, Traders, and Operations, contributing to projects and ad‑hoc requests while maintaining high accuracy and deadlines in a fast-paced

Qualifications

• 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, to be adaptable and priorities effectively is a necessary skill.
• Ability to absorb and apply information from formal and informal learning experiences.
• Strong communications 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) preferred.

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 analyse securities for significant changes
• Assist with portfolio reporting including returns, market value calculations, and characteristics
• Special projects including portfolio analysis, index analysis, and ad‑hoc data requests
• Propose and develop improvements to existing business processes
• Substantive communication with Portfolio Managers, Traders, Operations, DFA global offices, and custodian banks

Skills

Python

SQL

VBA

Strong communications

Attention to detail

Teamwork

Education

Bachelor's degree in engineering, mathematics, science, finance or another technical discipline

Job description

Dimensional Fund Advisors is seeking an Analyst in Portfolio Management to support the implementation of its investment philosophy, collaborate with global offices, and assist with portfolio reporting and analysis. The role emphasizes data-driven improvements and cross‑team communication within a hybrid work model.

The candidate will engage with Portfolio Managers, Traders, and Operations, contributing to projects and ad‑hoc requests while maintaining high accuracy and deadlines in a fast-paced