Analyst, Portfolio Management

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Job Description:

Analyst, Portfolio Management

Dimensional Fund Advisors is a leading global investment manager reaching 1 trillion dollars in assets under management. The firm has a rich history and unparallelled expertise in translating financial research into real world investment solutions, carrying an industry-leading track record through its innovative approach to portfolio design, trading and implementation.  With offices around the world, Dimensional fosters a culture of learning, teamwork, and a dedication to our clients.

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. The team is responsible for ensuring that client portfolios maintain the desired exposure to their chosen market and their targeted premiums and assisting the sales team as they look to educate clients on Dimensional’s investment approach. The team prides itself on an approach that marries practicality with intellectual rigour, knowledge and accuracy; working closely with other departments, such as Trading, Legal, Operations and Research to ensure that our investment solutions deliver as expected. Alongside the primary fund management responsibilities, the Portfolio Management team continuously seeks to improve existing processes and facilitate company growth though projects and other global initiatives.

Analyst Role

As an Analyst, you will support the day-to-day needs of the Portfolio Management team. The team of Analysts work collaboratively to cover the core functions that facilitate day-to-day fund management, including corporate action analysis, review of market and security news, and daily oversight of funds and positions to ensure downstream accuracy, as well as anticipating the needs of portfolio managers, as part the team’s daily implementation efforts.

In addition to those core functions, our Analysts receive ample opportunity to collaborate with senior team members across various projects and processes, providing outstanding learning opportunities and the chance to gain familiarity with many of the crucial components of fund management. Once settled into the role, Analysts may be entered into the “Analyst Development Program” as well as adopt junior lead roles across the key areas that underpin the investment process. The comprehensive experience available within the role and the commitment to continuous development provides a solid foundation for the successful candidate wishing to progress to the position of portfolio manager.

The ideal Analyst candidate will be pro-active, analytical, and able to grasp our core investment concepts quickly. You should be able to digest and articulate the research and scientific approach that Dimensional takes to investing. We are looking for someone with strong self-motivation and a desire to excel in the Portfolio Management team.

Responsibilities:

- Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices across equities on topics such as corporate actions, cash balances, and portfolio holdings
- Monitor and analyse securities for significant changes
- Assist with portfolio reporting including returns, market value calculations, and characteristics
- Special projects including portfolio analysis, index analysis, and ad -hoc data requests
- Propose and develop improvements to existing business processes
- Substantive communication with Portfolio Managers, Traders, Operations, DFA global offices, and custodian banks

Qualifications and Skills:

- Bachelor's degree, or equivalent, in engineering, mathematics, science, finance or another technical discipline is preferred
- Must be detail oriented, organized, highly motivated and able to work independently and in a team environment
- The ability to work to tight deadlines, to be adaptable and priorities effectively is a necessary skill
- Ability to absorb and apply information from formal and informal learning experiences
- Strong communications skills (verbal and written)
- Interest in financial markets and academic research related to the field
- Prior exposure to programming and/or databases (Python, SQL, VBA) preferred

#LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.