Analyst, Portfolio Management - Equities

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 Perform daily tasks to ensure management and trading processes run smoothly Monitor portfolios, securities, and markets to deliver equity exposures efficiently Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group teams Participate in the Analyst Development Program and potentially become junior leads of investment processes Requirements Bachelor’s degree required Demonstrated understanding of and alignment with 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 This job is not eligible for immigration sponsorship Core Competencies Demonstrates strong analytical skills and attention to detail in cash management and portfolio analysis, with a solid understanding of finance and investment strategies. Proficient in collaborating across teams and presenting data effectively to stakeholders. Highest-signal resume keywords Cash Management Portfolio Analysis SQL VBA Excel Hard Skills Cash Management Portfolio Analysis Quantitative Problem-Solving Data Analysis Financial Theory Soft Skills Time-Management Attention to Detail Verbal Communication Presentation Skills Intellectual Curiosity Industry Keywords Investment Strategy Corporate Events Process Efficiency Equity Exposures Analyst Development Program #J-18808-Ljbffr Jobtailor