Associate Portfolio Manager (Equity)

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Company celebrations

Job summary

Dimensional Fund Advisors seeks an Associate Portfolio Manager in Charlotte, NC to oversee ETFs and other portfolios and to discuss the firm's investment theses with a wide range of clients. You will interact with Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience.

You will monitor ETF characteristics, implement a process-driven approach, and collaborate with Capital Markets to improve market quality and flows,

Qualifications

• Background in finance and financial theory is required.
• Experience in asset management or financial institutions is preferred.
• Strong quantitative problem-solving and analytic skills are essential.

Responsibilities

• Manage ETFs and other portfolios including buy/sell instructions and ETF baskets.
• Monitor ETF characteristics and maintain portfolio structure with a process-driven approach.
• Collaborate with Capital Markets to enhance market quality and manage flows.
• Explain Dimensional funds and performance to clients internally and externally.
• Identify opportunities to evolve Dimensional’s investment offerings.
• Coordinate with Sales/Marketing/Client Services to respond to client needs.
• Engage in project work to improve investment processes.

Skills

ETF knowledge

Quantitative analysis

Client communication

Portfolio management

Global markets experience

Education

Finance/Economics degree

Tools

Bloomberg

Job description

Job Description:

Portfolio Management is responsible for the daily oversight and management of Dimensional’s funds 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 ETFs 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.

As an Associate Portfolio Manager, you will cover all aspects of managing ETFs and other types of portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients.

Responsibilities

• Responsible for all aspects of managing ETFs and other types of portfolios. This will include tasks such as issuing buy and sell instructions in global markets, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating the eligibility of securities.




• Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions.




• Partner with Capital Markets to enhance ETF market quality and efficiently manage flows.




• Provide verbal and written explanations of Dimensional funds, performance, process, and other investment related issues internally and to both existing and prospective clients.




• Challenge current thinking and search out new opportunities to continually evolve Dimensional’s investment offerings.




• Collaborate with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs.




• Project work focused on making the investment process as efficient as possible.

Requirements

• Strong philosophical alignment with Dimensional’s investment strategy




• Background in finance and financial theory




• Experience in financial markets via asset management, broker-dealers, or financial institutions




• Understanding of competitive landscape in equity ETFs and mutual funds




• Experience in ETF industry a plus




• Excellent quantitative problem-solving and analytic skills




• Strong communication and presentation skills




• High attention to detail, project management experience a plus




• Strong time-management skills

This role is not eligible for immigration sponsorship.

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.