Analyst, Portfolio Management – Equities

Jobtailor; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a high-potential Analyst to join our Investment Analytics team. You will support cash management of portfolios, analyze events, and prepare data for client presentations to executives.

You'll collaborate across Trading, Research, Technology, Legal, and Operations, handle large data sets with precision, and participate in the Analyst Development Program with potential to lead investment processes.

Qualifications

• Bachelor’s degree required
• Understanding of 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 programming languages and software
• Knowledge of SQL, VBA, and/or Excel is helpful
• This job is not eligible for immigration sponsorship

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
• Perform daily tasks to ensure management and trading processes run smoothly
• Monitor portfolios, securities, and markets to deliver equity exposures efficiently
• Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group teams
• Participate in the Analyst Development Program and potentially become junior leads of investment processes

Skills

Analytical skills

Attention to detail

Verbal communication

Presentation skills

Intellectual curiosity

Education

Bachelor's degree

Tools

SQL

VBA

Excel

Job description

• 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
• Perform daily tasks to ensure management and trading processes run smoothly
• Monitor portfolios, securities, and markets to deliver equity exposures efficiently
• Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group teams
• Participate in the Analyst Development Program and potentially become junior leads of investment processes

Requirements

• 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

Core Competencies

Demonstrates strong analytical skills and attention to detail in cash management and portfolio analysis, with a solid understanding of finance and investment strategies. Proficient in collaborating across teams and presenting data effectively to stakeholders.

Highest-signal resume keywords

• Cash Management
• Portfolio Analysis
• SQL
• VBA
• Excel

Hard Skills

• Cash Management
• Portfolio Analysis
• Quantitative Problem-Solving
• Data Analysis
• Financial Theory

Soft Skills

• Time-Management
• Attention to Detail
• Verbal Communication
• Presentation Skills
• Intellectual Curiosity

Industry Keywords

• Investment Strategy
• Corporate Events
• Process Efficiency
• Equity Exposures
• Analyst Development Program