Associate Portfolio Manager (Equity)

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Portfolio Manager to oversee and manage investment portfolios. This role involves collaborating with various departments to ensure optimal investment experiences for clients. The ideal candidate will have a strong background in finance, excellent quantitative and analytical skills, and a keen understanding of financial markets. Join a forward-thinking company that values flexibility and teamwork, where your contributions will directly impact investment strategies and client satisfaction. This is a unique opportunity to grow in a dynamic environment while driving innovative investment solutions.

Benefits

Comprehensive Benefits

Educational Initiatives

Special Celebrations of Culture and Growth

Qualifications

• Strong philosophical alignment with the investment strategy.
• Experience in financial markets via asset management or broker-dealers.

Responsibilities

• Manage portfolios including trading foreign currency and issuing instructions.
• Monitor portfolio characteristics and maintain structure.
• Provide explanations of portfolios and performance to clients.

Skills

Quantitative Problem-Solving

Analytic Skills

Communication Skills

Project Management

Time Management

Education

Background in Finance

Understanding of Financial Theory

Job description

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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.

As an Associate Portfolio Manager, you will cover all aspects of managing 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 portfolios. This will include tasks such as trading foreign currency, issuing buy and sell instructions, electing on corporate actions, and evaluating the eligibility of securities.

• Monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm.

• Identify buy and sell candidates in a systematic manner and partner with trading teams globally to implement those decisions.

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

• Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy the investment philosophy.

• Work 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 and improving where and how we can invest.

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

• 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

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.