Portfolio Management Analyst — Growth Path & Hybrid

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Company celebrations

Job summary

Dimensional Fund Advisors in Austin, TX is seeking an Analyst to support daily Portfolio Management activities, contribute to a systematic management process, and collaborate with senior team members on learning opportunities and ad-hoc projects. The role feeds into the Analyst Development Program and offers exposure to fund management processes.

You will work with the Equities team and engage with Trading, Research, and Client groups to enhance client investment experiences.

Qualifications

• Bachelor’s degree required.
• Demonstrated understanding of Dimensional’s investment strategy.
• Time-management skills.
• High attention to detail and commitment to excellent work quality.
• Comfort with large data sets.
• Verbal communication and presentation skills.
• Excellent quantitative problem-solving and analytic skills.
• Intellectual curiosity.
• Background or interest in finance and financial theory.
• Aptitude for learning basic computer programming languages and software.
• 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

Time-management

Attention to detail

Data analysis

Problem solving

Financial/data intuition

Programming basics

SQL

VBA

Excel

Education

Bachelor’s degree

Tools

SQL

VBA

Excel

Job description

Dimensional Fund Advisors in Austin, TX is seeking an Analyst to support daily Portfolio Management activities, contribute to a systematic management process, and collaborate with senior team members on learning opportunities and ad-hoc projects. The role feeds into the Analyst Development Program and offers exposure to fund management processes.

You will work with the Equities team and engage with Trading, Research, and Client groups to enhance client investment experiences.