Analyst, Investment Solutions: Portfolio Analytics

Dimensional Fund Advisors; Austin (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Dimensional Fund Advisors’ Investment Solutions Group is seeking an Analyst/Associate to work on asset allocation analytics and bespoke client analytics. You will collaborate with Portfolio Managers and the Global Client Group to deliver insightful analyses and visualizations.

The role emphasizes both technical proficiency with data and strong communication skills to explain investment concepts to clients. A Bachelor’s degree is required, and immigration sponsorship is not available.

Qualifications

• Bachelor’s degree is required.
• Comfort working with large data sets.
• Excellent analytical, interpersonal, and verbal communication skills.
• Ability to contextualize detailed analysis in service of a strategic goal.
• Ability to resolve problems effectively and exercise independent judgement.
• Motivated to self-teach skills and apply learned knowledge to relevant tasks.
• Eager to learn and responsive to constructive feedback and guidance.

Responsibilities

• Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
• Manage multiple competing deadlines.
• Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
• Identify creative/effective ways to visualize portfolio data and investment concepts.
• Improve existing processes to help scale the business.

Skills

Analytical skills

Verbal communication

Interpersonal skills

Data analysis

Independent judgement

Self-teaching

Eagerness to learn

Education

Bachelor's degree

Job description

Dimensional Fund Advisors’ Investment Solutions Group is seeking an Analyst/Associate to work on asset allocation analytics and bespoke client analytics. You will collaborate with Portfolio Managers and the Global Client Group to deliver insightful analyses and visualizations.

The role emphasizes both technical proficiency with data and strong communication skills to explain investment concepts to clients. A Bachelor’s degree is required, and immigration sponsorship is not available.