Equities Portfolio Analyst - Hybrid Path to PM

Dimensional Fund Advisors; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 100,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte, NC seeks an Analyst to support daily Portfolio Management operations and collaborate with multiple teams. You will assist in cash management, data analysis, and project work within a learning-focused environment.

The role offers exposure to the Analysts Development Program and opportunities to advance toward Portfolio Manager responsibilities. Strong analytical and communication skills are essential for success.

Qualifications

• Bachelor's degree required.
• Strong verbal and written communication skills.
• Demonstrated ability to work with large data sets and provide insights.

Responsibilities

• Support cash management of portfolios with credit lines, currency hedges and cash forecasting.
• Analyze voluntary corporate events and recommend elections to Portfolio Managers.
• Prepare data for Portfolio Manager presentations to clients and internal executives.
• Complete ad hoc requests from Portfolio Managers.
• Propose and execute projects that increase process efficiency and improve portfolio outcomes.
• Collaborate across business functions and teams, both internal and external to the firm.

Skills

Verbal communication

Quantitative analysis

Data handling

Time management

Programming basics

Learning agility

Education

Bachelor's degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors in Charlotte, NC seeks an Analyst to support daily Portfolio Management operations and collaborate with multiple teams. You will assist in cash management, data analysis, and project work within a learning-focused environment.

The role offers exposure to the Analysts Development Program and opportunities to advance toward Portfolio Manager responsibilities. Strong analytical and communication skills are essential for success.