Analyst, Portfolio Management (Equities)

dimensional; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional is seeking an Analyst to support the Portfolio Management team, assisting with daily oversight, data analysis, and client presentations. The role offers exposure to the firm’s investment process and opportunities to develop into junior leads of investment tasks.

Analysts collaborate on ad-hoc projects, participate in the Analyst Development Program, and gain practical experience across fund management while working in a hybrid environment in Charlotte, NC.

Qualifications

• Bachelor's degree required
• Demonstrated understanding of and alignment with Dimensional's investment strategy
• Time-management skills
• High attention to detail and commitment to excellent work quality
• Comfort with large data sets
• Verbal communication and presentation skills
• Excellent quantitative problem-solving and analytic skills
• Intellectual curiosity
• Background or interest in finance and financial theory
• Aptitude for learning basic computer programming languages and software
• Knowledge of SQL, VBA, and/or Excel is helpful

Responsibilities

• Support cash management of portfolios with credit lines, currency hedges and cash forecasting
• Analyze voluntary corporate events and recommend elections to Portfolio Managers
• Prepare data for Portfolio Manager presentations to clients and internal executives
• Complete ad hoc requests from Portfolio Managers
• Propose and execute projects that increase process efficiency and improve portfolio outcomes
• Collaborate across business functions and teams, both internal and external to the firm

Skills

Financial analysis

Data analysis

SQL

Excel

Verbal communication

Presentation skills

Education

Bachelor's degree

Tools

SQL

VBA

Excel

Job description

Job Description:

Portfolio Management is responsible for the daily oversight and management of Dimensional's portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.

The Portfolio Management team ensures that Dimensional's portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.

The Equities team monitors portfolios, securities, and markets to consistently and efficiently deliver the equity exposures to achieve higher expected returns for our clients.

As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts are responsible for performing a series of daily tasks to ensure that our management and trading processes run smoothly.

In addition to standard responsibilities, Analysts collaborate with senior team members on ad-hoc requests and projects that provide outstanding learning opportunities and the chance to gain familiarity with processes related to fund management. Once settled into the role, Analysts join the \"Analyst Development Program\" as well as get a chance to become junior leads of a number of investment processes. The increasing exposure to various tasks and great emphasis on development set out the first stepping-stones en-route to becoming a Portfolio Manager.

Responsibilities:

• Support cash management of portfolios with credit lines, currency hedges and cash forecasting


• Analyze voluntary corporate events and recommend elections to Portfolio Managers


• Prepare data for Portfolio Manager presentations to clients and internal executives


• Complete ad hoc requests from Portfolio Managers


• Propose and execute projects that increase process efficiency and improve portfolio outcomes


• Collaborate across business functions and teams, both internal and external to the firm

Desired Experience and Traits:

• Bachelor's degree required


• Demonstrated understanding of and alignment with Dimensional's investment strategy


• Time-management skills


• High attention to detail and commitment to excellent work quality


• Comfort with large data sets


• Verbal communication and presentation skills


• Excellent quantitative problem-solving and analytic skills


• Intellectual curiosity


• Background or interest in finance and financial theory


• Aptitude for learning basic computer programming languages and software


• Knowledge of SQL, VBA, and/or Excel is helpful

This job is not eligible for immigration sponsorship.

#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.