Equity Portfolio Strategist — Associate

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Special celebrations of history and culture

Job summary

Dimensional Fund Advisors in Charlotte, North Carolina is seeking an Associate Portfolio Manager responsible for managing portfolios and implementing investment strategies. The role involves trading, client communication, and collaborating with teams to enhance performance.

Candidates should have a strong background in finance and financial theory, excellent quantitative skills, and the ability to manage multiple responsibilities effectively.

Dimensional offers comprehensive benefits and supports career growth.

Qualifications

• Strong philosophical alignment with Dimensional’s investment strategy.
• Experience in financial markets via asset management, broker-dealers, or financial institutions.
• Understanding of competitive landscape in equity ETFs and mutual funds.

Responsibilities

• Manage all aspects of portfolios, including trading foreign currency.
• Monitor portfolio characteristics and maintain portfolio structure.
• Identify buy and sell candidates systematically.

Skills

Quantitative problem-solving

Analytic skills

Communication skills

Presentation skills

Time-management skills

Attention to detail

Education

Background in finance and financial theory

Job description

Dimensional Fund Advisors in Charlotte, North Carolina is seeking an Associate Portfolio Manager responsible for managing portfolios and implementing investment strategies. The role involves trading, client communication, and collaborating with teams to enhance performance.

Candidates should have a strong background in finance and financial theory, excellent quantitative skills, and the ability to manage multiple responsibilities effectively.

Dimensional offers comprehensive benefits and supports career growth.