Equities Portfolio Management Analyst

Dimensional Fund Advisors; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Dimensional Fund Advisors in Austin seeks an Analyst to support the Portfolio Management team, assisting with daily oversight and implementation of investment philosophy across solutions. You will collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group to ensure a superior client experience.

You will perform daily tasks, handle ad-hoc requests, and contribute to projects that improve processes and portfolio outcomes, with opportunities for

Qualifications

• Bachelor’s degree required.
• Demonstrated understanding of and alignment with Dimensional’s investment strategy.
• Time-management skills.
• High attention to detail and commitment to excellent work quality.
• Comfort with large data sets.
• Verbal communication and presentation skills.
• Excellent quantitative problem-solving and analytic skills.
• Intellectual curiosity.
• Background or interest in finance and financial theory.
• Aptitude for learning basic computer programming languages and software.
• Knowledge of SQL, VBA, and/or Excel is helpful.

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

Quantitative skills

Data analysis

Time management

Attention to detail

Verbal communication

Analytical thinking

Intellectual curiosity

Finance knowledge

Programming aptitude

Education

Bachelor’s degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors in Austin seeks an Analyst to support the Portfolio Management team, assisting with daily oversight and implementation of investment philosophy across solutions. You will collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group to ensure a superior client experience.

You will perform daily tasks, handle ad-hoc requests, and contribute to projects that improve processes and portfolio outcomes, with opportunities for