ETF Strategy & Portfolio Manager – Associate

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Job summary

Dimensional Fund Advisors seeks an Associate Portfolio Manager to oversee ETFs and equity portfolios, discuss investment theses with clients, and collaborate with multiple teams to deliver superior client experiences.

The role emphasizes managing trades, maintaining portfolio structure, and expandingDimensional’s investment offerings while leveraging strong analytical and communication skills.

Qualifications

• MBA enrollment with expected graduation between Dec 2026 and Jun 2027.
• Bachelor’s degree required.
• Strong analytical and quantitative skills are essential.
• Excellent communication and presentation abilities are important.

Responsibilities

• Manage ETFs and other equity portfolios end-to-end, including trading and actions.
• Explain Dimensional funds, performance, and processes to clients and internal teams.
• Collaborate across Sales, Marketing, Consultant and Client Services to address client needs.
• Identify opportunities to evolve and improve investment offerings.

Skills

Quantitative problem-solving

Analytic skills

Intellectual curiosity

Communication and presentation

Data analysis

Attention to detail

Time-management

Programming aptitude

Education

MBA program (enrolled)

Bachelor’s degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors seeks an Associate Portfolio Manager to oversee ETFs and equity portfolios, discuss investment theses with clients, and collaborate with multiple teams to deliver superior client experiences.

The role emphasizes managing trades, maintaining portfolio structure, and expandingDimensional’s investment offerings while leveraging strong analytical and communication skills.