Asset Allocation Analyst/Associate - Portfolio Insights

Dimensional Fund Advisors; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Dimensional Fund Advisors in Austin is seeking an Analyst/Associate to work with Portfolio Managers and the Global Client Group on asset allocation, statistical analysis, and bespoke client analytics. The role blends technical data work with clear, client-facing communication.

The position emphasizes collaboration, rigorous analysis, and the ability to translate complex portfolio concepts into actionable insights for clients. A Bachelor's degree and a passion for asset management are preferred.

Qualifications

• Bachelor's degree.
• Interest in asset management and capital markets.
• Ability to contextualize detailed analysis into strategic insights.
• Comfort with large data sets.
• Strong analytical, interpersonal, and verbal communication.
• Willingness to self-teach and apply knowledge.

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

Interpersonal skills

Verbal communication

Articulate investment concepts

Data analysis with large data sets

Education

Bachelor's degree

Job description

Dimensional Fund Advisors in Austin is seeking an Analyst/Associate to work with Portfolio Managers and the Global Client Group on asset allocation, statistical analysis, and bespoke client analytics. The role blends technical data work with clear, client-facing communication.

The position emphasizes collaboration, rigorous analysis, and the ability to translate complex portfolio concepts into actionable insights for clients. A Bachelor's degree and a passion for asset management are preferred.