Portfolio Analytics Analyst — Asset Allocation

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives of the company

Job summary

Dimensional Fund Advisors in Charlotte seeks an Analyst/Associate to develop portfolio analytics and engage with clients on asset allocation and fund selection. You will work with the Investment Solutions Group and Global Client Group, requiring technical proficiency and strong interpersonal communication.

The role emphasizes analyzing data, visualizing investment concepts, and improving processes to scale the business, with a focus on asset allocation and bespoke client analytics.

Qualifications

• Bachelor’s degree required.
• Interest in asset management and capital markets.
• Ability to work with large data sets.
• Excellent analytical and communication skills.
• Ability to articulate investment concepts.
• Ability to resolve problems effectively and exercise independent judgement.

Responsibilities

• Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
• Manage multiple competing deadlines.
• Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
• Identify creative/effective ways to visualize portfolio data and investment concepts.
• Improve existing processes to help scale the business.

Skills

Analytical

Interpersonal

Verbal communication

Independent judgement

Problem solving

Self-learning

Adaptability

Education

Bachelor’s degree

Job description

Dimensional Fund Advisors in Charlotte seeks an Analyst/Associate to develop portfolio analytics and engage with clients on asset allocation and fund selection. You will work with the Investment Solutions Group and Global Client Group, requiring technical proficiency and strong interpersonal communication.

The role emphasizes analyzing data, visualizing investment concepts, and improving processes to scale the business, with a focus on asset allocation and bespoke client analytics.