Analyst/Associate, Investment Solutions (Portfolio Consulting Team)
Dimensional Fund Advisors
Job Description:Dimensional’s Investment Solutions Group acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.The Portfolio Consulting team provides a resource for clients who want to engage in discussions on asset allocation and fund selection. The team provides custom, in depth fund and portfolio analysis so that clients can make well informed investment decisions.The Analyst/Associate will work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and interpersonal communication skills. ResponsibilitiesCollaborate 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.QualificationsBachelor’s degree.A passion for the asset management industry and capital markets.Ability to contextualize detailed analysis (trees) in service of a strategic goal (forest).Comfort working with large data sets.Excellent analytical, interpersonal, and verbal communication skills.Ability to articulate investment concepts.Ability to resolve problems effectively and exercise independent judgement.Motivated to self-teach skills and apply learned knowledge to relevant tasks.Eager to learn and responsive to constructive feedback and guidance.This role is not eligible for immigration sponsorship.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. SummaryLocation: AustinType: Full time
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- Job Description:Investment Engineering is part of the Investments Team within Dimensional. Investment Engineering is responsible... ...might fit inside a client’s portfolio.Responsibilities:Our team seeks... ...partnering with user groups to consult and onboard new use cases (where...SuggestedFull time
- ...long-term strategy. The team produces high-quality... ...research on investments and financial markets... ...that approach through portfolio management and trading... ...implementation of technology solutions that make the... ...efficient. Our team seeks an analyst or associate capable of supporting...SuggestedFull timeWork experience placement
$77k - $202k
...people in business application consulting specialise in consulting... ...client needs, implement software solutions, and provide training and... ...anticipate the needs of your teams and clients, and to deliver quality... ...recognition. As a Senior Associate, you will analyze complex monetization...SuggestedFull timeH1b- ...leading real estate investment and advisory... ...experience to seek solutions for a fragmented,... ...stabilized cash-flowing portfolios of assets to its... ...capital markets team. In addition to... ...: Portfolio Analyst - Portfolio ManagementAmherst... ...in banking, consulting, financial...SuggestedFull time
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$128k - $252.5k
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...among the largest accounting and consulting firms in the country and consistently... ...Tax Credits & Incentives Advisory team is looking for an R&D Senior Associate with a background in R&D Tax... ...interviews with technical management, solution architects, and product owners to...Full timeWork experience placementWork at officeLocal areaRemote work- ...broad range of Technology and Business consulting services. We are in search of a... ...motivated candidate to join our talented Team. Job Title: Business Analyst 2 Location: Austin, TX... ...mapping, and reengineering. Prepares solution options, risk identification, and financial...
$77k - $202k
...Description & SummaryThe OpportunityAs a Strategy& Consulting Senior Associate - Technology Sector, you will provide strategic... ...are expected to anticipate the needs of your teams and clients, delivering quality solutions that align with their business objectives and drive...Full timeH1b- ...technology with personalized consulting to provide unmatched... ...securities and investment advisory solutions to their clients... ...As an AML Analyst, you will proactively... ...Coordinate with AML Team to prepare and file... ...communicate and work with all associates of all levels within...Work experience placement
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$75k - $80k
...Some Flexibility to Work Remotely on Fridays) Analyst, Portfolio Management to support portfolio strategy, investment analysis, and capital planning initiatives. This... ...in finance, investment analysis, banking, consulting, FP&A, asset management, real estate, or a related...Permanent employmentRemote work$77k - $202k
...Business Process & IT Controls Sr Associate, you will engage with clients to... ...efficiency through business application consulting. Within our Technology Consulting... ...to anticipate the needs of your teams and clients, delivering quality solutions. Embracing ambiguity, you will...Full timeH1b- ...broad range of Technology and Business consulting services. We are in search of a... ...motivated candidate to join our talented Team.Job Title: Business Analyst 3Location: Austin, TXJob Description... ...specifications that guide solution development.Bridge Business & IT: Act...
$78k - $92k
...Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human... ...tasks/projects simultaneously and be part of a team. Excellent oral and written communication skills...For contractorsH1bLocal area- ...Job Description As a Senior Analyst - Health and Benefits Consulting you will contribute to a wide variety... ...Partnering with client service team leader to deliver superior project... ...leverage of optimal WTW services and solutions, and adherence to WTW professional...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
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$200k
...products for sustainable solutions, from solar panels... ...Public Affairs Team.Fluidstack is... ...communicating the company’s investment narrative to the... ...Relations Analyst to join our team.This... ...and operates a portfolio of award-winning,... ...Investor Relations Associate will get to know every...Permanent employmentFull timeFlexible hours
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