Equities Portfolio Analyst — Path to PM Leadership

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte, NC is seeking an Analyst to join the Portfolio Management team. You will support day-to-day needs, assist with cash management, data preparation, and ad-hoc projects while developing through the Analyst Development Program.

You will collaborate with senior team members, gain exposure to fund management processes, and help deliver higher-quality portfolio outcomes through attention to detail and strong analytical skills.

Qualifications

• Bachelor’s degree required.
• Demonstrated understanding of Dimensional’s investment strategy.

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

Time-management

Attention to detail

Verbal communication

Quantitative problem-solving

Intellectual curiosity

Programming aptitude

Education

Bachelor’s degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors in Charlotte, NC is seeking an Analyst to join the Portfolio Management team. You will support day-to-day needs, assist with cash management, data preparation, and ad-hoc projects while developing through the Analyst Development Program.

You will collaborate with senior team members, gain exposure to fund management processes, and help deliver higher-quality portfolio outcomes through attention to detail and strong analytical skills.