Associate Portfolio Manager (Equity)

Dimensional Fund Advisors; Town of Charlotte (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Dimensional Fund Advisors in New York is seeking an Associate Portfolio Manager to oversee ETFs and other portfolios, discussing our investment thesis with a wide range of clients and prospects.

You will work across Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience, while applying a disciplined, process-driven approach to investment management.

Qualifications

• Strong understanding of Dimensional’s investment philosophy and ETFs.
• Background in finance and financial theory.
• Experience in financial markets via asset management, broker-dealers, or financial institutions.
• Knowledge of the competitive landscape in equity ETFs and mutual funds.
• Experience in ETF industry is a plus.
• Excellent quantitative problem-solving and analytic skills.
• Strong communication and presentation skills.
• High attention to detail; project management experience is a plus.
• Strong time-management skills.

Responsibilities

• Responsible for all aspects of managing ETFs and other portfolios.
• Monitor ETF characteristics and maintain portfolio structure following the process-driven approach.
• Partner with Capital Markets to enhance ETF market quality.
• Provide verbal and written explanations of Dimensional funds to clients.
• Collaborate with Sales, Marketing, Consultant and Client Services Teams.
• Project work focused on making the investment process as efficient as possible.

Skills

ETF knowledge

Portfolio management

Quantitative analysis

Communication skills

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.

#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.