Equities Portfolio Management Analyst (Hybrid)

Dimensional Fund Advisors; Santa Monica (CA); Hybrid; USD 83,000 - 105,000; Full time

Job summary

Dimensional Fund Advisors in Santa Monica, CA, seeks an Analyst in Portfolio Management to support daily needs of the team and participate in the Analyst Development Program, with opportunities to become a junior lead on investment processes. The role offers hands-on experience across cash management, corporate events analysis, and data preparation for PMs, with cross-functional collaboration.

A Bachelor’s degree and strong quantitative skills are required; knowledge of SQL/VBA/Excel is

Qualifications

• Bachelor's degree required.
• Strong quantitative problem-solving and analytic skills.
• Comfort with large data sets and attention to detail.
• 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

Verbal communication

Presentation skills

Quantitative analysis

Time-management

Attention to detail

Programming basics

SQL knowledge

VBA knowledge

Excel knowledge

Education

Bachelor's degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors in Santa Monica, CA, seeks an Analyst in Portfolio Management to support daily needs of the team and participate in the Analyst Development Program, with opportunities to become a junior lead on investment processes. The role offers hands-on experience across cash management, corporate events analysis, and data preparation for PMs, with cross-functional collaboration.

A Bachelor’s degree and strong quantitative skills are required; knowledge of SQL/VBA/Excel is