Analyst, Portfolio Management (Equities)

Job Description:Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.The Portfolio Management team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.The Equities team monitors portfolios, securities, and markets to consistently and efficiently deliver the equity exposures to achieve higher expected returns for our clients.As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts are responsible for performing a series of daily tasks to ensure that our management and trading processes run smoothly.In addition to standard responsibilities, Analysts collaborate with senior team members on ad-hoc requests and projects that provide outstanding learning opportunities and the chance to gain familiarity with processes related to fund management. Once settled into the role, Analysts join the “Analyst Development Program” as well as get a chance to become junior leads of a number of investment processes. The increasing exposure to various tasks and great emphasis on development set out the first stepping-stones en-route to becoming a Portfolio Manager.Responsibilities:Support cash management of portfolios with credit lines, currency hedges and cash forecastingAnalyze voluntary corporate events and recommend elections to Portfolio ManagersPrepare data for Portfolio Manager presentations to clients and internal executivesComplete ad hoc requests from Portfolio ManagersPropose and execute projects that increase process efficiency and improve portfolio outcomesCollaborate across business functions and teams, both internal and external to the firmDesired Experience and Traits:Bachelor’s degree requiredDemonstrated understanding of and alignment with Dimensional’s investment strategyTime-management skillsHigh attention to detail and commitment to excellent work qualityComfort with large data setsVerbal communication and presentation skillsExcellent quantitative problem-solving and analytic skillsIntellectual curiosityBackground or interest in finance and financial theoryAptitude for learning basic computer programming languages and softwareKnowledge of SQL, VBA, and/or Excel is helpfulThis job is not eligible for immigration sponsorship. #LI-HybridDimensional 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: Charlotte; AustinType: Full time