Senior Associate, Portfolio Management Operations

Dimensional Fund Advisors; Greater London; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Dimensional Fund Advisors is seeking a Senior Associate, PM Operations to lead and coordinate initiatives that enhance the investment process and related technology. You will work with portfolio managers across regions to transition strategies and drive process improvements.

The role emphasizes cross-functional collaboration, proactive issue resolution, and documentation of complex procedures, while developing expertise in investment management.

Qualifications

• Degree, or equivalent, in an analytical subject such as science, engineering, finance or economics.
• Experience in consulting, product management, or project management, preferably with financial services projects.
• High attention to detail and organizational skills.
• Excellent verbal and written communications skills.
• Strong stakeholder management and cross-functional collaboration experience.

Responsibilities

• Manage projects to enhance the investment process and related technology.
• Coordinate with global operations and technology teams to prioritize initiatives.
• Identify barriers to project success and address or escalate them.
• Facilitate changes to investment strategies and processes with portfolio managers.
• Support account launches, closures, and transitions.
• Build strong working relationships across functions and communicate complex processes.

Skills

Stakeholder management

Verbal & written communication

Analytical problem solving

Attention to detail

Team collaboration

Education

Bachelor's degree in an analytical field

Tools

JIRA

Confluence

Job description

Job Description: Senior Associate, Portfolio Management Operations Dimensional is a privately owned global investment manager serving select financial advisors and institutional clients. Since 1981, our entrepreneurial, collaborative culture has attracted exceptionally talented people from both inside and outside the financial industry—including the academic community. Academic research forms the foundation of all Dimensional investment strategies and guides the design, management, and implementation of client portfolios. This approach has helped lead to enduring client relationships, many of which date back decades. Headquartered in Austin, Texas, with offices around the world, Dimensional manages approximately $1.1 trillion in assets under management (as of June 30, 2026). The Portfolio Management Operations Group sits within the broader Portfolio Management department and is responsible for leading new fund launches and solution changes, driving and managing improvements to the investment process and associated technology, and supporting department planning and communication.

The Senior Associate, PM Operations will be responsible for facilitating a variety of different investment changes such as strategy transitions, process improvements, and managing various team projects from inception to completion. This will require maintaining positive cross-department relationships to achieve successful outcomes and identification of opportunities for continued process improvement.

Responsibilities:

• Managing projects in support of the Portfolio Management Team to enhance the investment process and associated technology
• Coordinating with the global operations and technology teams to prioritize and execute on initiatives
• Proactively identifying barriers to project success and resolving or escalating
• Facilitating changes to investment strategies and processes with the portfolio managers in the region
• Supporting portfolio management with account launches, closures, and transitions
• Cultivating strong working relationships across a variety of functional areas and managing through influence
• Documenting and communicating complex processes within the Portfolio Management team
• Identifying operational risks, designing and implementing solutions
• Developing expertise related to investment management

Qualifications:

• Degree, or equivalent, in an analytical subject such as a science, engineering, finance or economics.
• Experience of consulting, product management, or project management (preferably with exposure to financial services-related projects)
• High attention to detail and organizational skills
• Excellent verbal and written communications skills
• Strong stakeholder management skills, with the ability to build productive cross-functional relationships globally
• Excellent quantitative problem-solving and analytic skills
• Able to work equally well in a team environment and independently
• Strong sense of ownership and accountability
• Experience with Atlassian products, JIRA and Confluence, is preferred

#LI-Hybrid

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.

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.