ETF Portfolio Manager - Associate, Client-Facing

Dimensional Fund Advisors

Charlotte (NC)

Hybrid

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Dimensional Fund Advisors is seeking an Associate Portfolio Manager in Charlotte to oversee ETFs and equity portfolios, and to present the investment thesis to a broad client base. You will work across global markets and partner with Trading, Research, Technology, Legal and Compliance to ensure disciplined execution.

The role requires a background in finance with 5+ years of experience and a current MBA enrollment with graduation expected in 2026–2027.

Qualifications

MBA candidate with expected graduation between Dec 2026 and Jun 2027.
Bachelor’s degree required for the role.
5+ years of experience in financial services.
Strong quantitative problem-solving and analytical skills.
Excellent communication and presentation skills.
Comfort with large data sets and high attention to detail.
Aptitude for learning basic programming languages (SQL, VBA, Excel helpful).

Responsibilities

Manage ETFs and other portfolios, issuing buy/sell instructions in global markets.
Monitor ETF characteristics and portfolio structure using a process-driven approach.
Collaborate with Capital Markets to enhance ETF market quality and flows.
Explain Dimensional funds, performance, and processes to clients internally and externally.
Challenge current thinking and identify opportunities to evolve investment offerings.
Coordinate with Sales, Marketing, Consultant and Client Services to address client needs.
Participate in project work to improve investment process efficiency.