Associate Portfolio Manager (MBA)

Dimensional Fund Advisors; Town of Charlotte (NY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Associate Portfolio Manager to oversee ETFs and equity portfolios, discuss investment theses with a broad client base, and collaborate across trading, research, technology, legal and client services.

The role emphasizes a systematic, process-driven approach to portfolio management, with constant interaction with current and prospective clients and internal teams.

Qualifications

• MBA enrollment with graduation between December 2026 – June 2027.
• Bachelor’s degree required.
• 5+ years of experience in financial services.
• Strong analytical and quantitative problem-solving abilities.
• Excellent communication and presentation skills.
• Comfort with large data sets and attention to detail.
• Willingness to learn basic programming concepts.
• Knowledge of SQL, VBA and Excel is helpful.

Responsibilities

• Manage ETFs and other portfolios, issue buy/sell instructions, and handle corporate actions.
• Monitor ETF characteristics and maintain portfolio structure with a process-driven approach.
• Collaborate with Capital Markets to improve market quality and flows.
• Explain Dimensional funds and performance to clients internally and externally.
• Collaborate with Sales, Marketing, Consultant and Client Services to meet client needs.
• Engage in project work to improve investment processes.

Skills

Financial services experience

Analytical skills

Quantitative skills

Curiosity

Communication

Data analysis

Attention to detail

Time management

Programming basics

Education

Bachelor’s degree

MBA in progress (expected 2026-2027)

Tools

SQL

VBA

Excel

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 equity portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients.

Duties and 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.

Desired Experience and Traits

• Currently enrolled in MBA program with an anticipated graduation between December 2026 – June 2027
• Strong philosophical alignment with Dimensional’s investment strategy
• 5+ years of experience in financial services
• Excellent quantitative problem-solving and analytic skills
• Intellectual curiosity
• Solid communication and presentation skills
• Comfort with large data sets
• High attention to detail
• Strong time-management skills
• Aptitude for learning basic computer programming languages
• Knowledge of SQL, VBA and Excel is helpful
• Bachelor’s degree required

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.