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
- ...Description:Dimensional's Investment Engineering department is responsible... ...Dimensional. The Data Solutions team's primary responsibilities... ...to Dimensional’s internal Portfolio Management, Trading, and... ...Data Solutions team seeks an Analyst/Associate capable of supporting key...SuggestedFull time
- Job Description:Investment Engineering is part of the Investments Team within Dimensional. The group... ...Investment Engineering, the Portfolio Engineering team works... ...team seeks a Senior Associate capable of supporting key... ...arrive to move from a solution to the right solution...SuggestedFull timeWork at officeRemote work
$100k - $115k
As an Associate Solutions Consultant II, you'll be at the forefront of making that happen for our customers. As a customer-facing technical expert... ...onboarding and expansion, while contributing to the broader team through peer mentorship, repeatable playbooks, scalable...SuggestedFlexible hours- Position: Portfolio Analyst - Portfolio Management The Amherst... ...leading real estate investment and advisory firms... ...of experience to seek solutions for a fragmented, slow... ...full capital markets team. In addition to its single... ...in banking, consulting, financial services and...SuggestedFull timeFlexible hours
- A thriving consulting firm based in Austin is seeking a Business Solutions Associate to enhance B2B campaigns. The role involves engaging with business decision-makers, identifying their needs, and presenting tailored telecom solutions. The ideal candidate possesses strong...Suggested
- ...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...Full timeWork experience placement
- 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...Full time
$65k - $100k
...Join our Consulting practice as a Consulting Analyst , where you will leverage your industry... ...challenges to guide solution planning and strategy.... ...consultant to internal teams and external stakeholders... ...Own project work and all associated deliverables with little...Temporary workRemote workFlexible hours$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- ...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
$84k - $105k
...cybersecurity, cloud and infrastructure solutions. Through its Advanced... .... With more than 14,000 team members and over 60 locations... ..., and quarterly Services portfolio reviews Assist with overall... ...working inside of a Management Consulting/IT Services Organization ~...Full timeContract workRemote workFlexible hoursShift work- ...Relationship Manager As an Associate in Mid-Corporate... ...will work as part of a team to structure and provide comprehensive solutions to companies with annual... ..., complete portfolio reviews, build market share... ...including Capital Markets, Investment Banking, Credit, Treasury...
$140k - $150k
...Days/Week) Soni's client is seeking an Associate, Portfolio Management – Finance to support a high-performing portfolio management team responsible for complex fund and joint venture... ..., portfolio analysis, and strategic investment decision support. This is a highly...Permanent employmentRelocation packageFlexible hours$189k
...Consulting Associate Intern Job ID: 14918 Abu Dhabi Amsterdam Athens... ...will join a client service team for 8-10 weeks, contributing... ...the extra mile, delivering solutions that solve immediate problems... ...-at all levels-will invest deeply in your development,...ApprenticeshipWork experience placementInternshipWork at officeLocal areaImmediate startEasy work$30 per hour
...technology, technical/systems consulting, technical support,... ...The Customer Service team provides unique... .... Customer Service analysts deliver service and support... ...problems and develops solutions within appropriate... ...#401(k) Savings and Investment Plan with company match...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$110k - $130k
Senior Analyst, Portfolio Management and Strategy Senior Analyst,... ...partner with U.S. and global teams to monitor portfolio... ...Global Development Plan and associated KPIs. ~Support the quarterly... ...propose practical, effective solutions to complex business challenges...Permanent employmentWork at officeLocal areaRemote workRelocationMonday to FridayFlexible hours- Job Description:Portfolio Management is responsible for... ...portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management... ...Portfolio Management team ensures that... ...for our clients.As an Analyst, you will support the day...Full time
- ...or network, before employees notice the issue. As the first solution to allow IT to progress from reactive problem solving to proactive... ...in the US region, we are looking to expand our Solution Consulting team with an Adopt Specialist Solution Consultant. The Adopt Specialist...Work at officeLocal areaImmediate startRemote workWorldwideFlexible hours
- ...delivering insights driven clinical and consulting solutions to the life sciences industry. With 22,... ...research. We are expanding our team and seeking talented individuals to help... ...Role We are seeking a Patient Safety Associate I (Pharmacovigilance Associate, Drug Safety...Remote workWork from homeWorldwideFlexible hours
$34.29 per hour
...RESPONSIBILITIES Provides support to senior analysts in building hospital, professional, and... ...with Revenue Cycle and Finance Teams on contract building and analysis requests... ...required. QUALIFICATIONS: Minimum Associate's degree in Finance, Accounting,...Contract workFor contractorsWork at officeLocal area- ...insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.... ...revenue and over 10,500 associates across approximately 2... ...cultures in the industry. We invest heavily in our... ...clients, prospects, fellow team members, and local...Temporary workWork at officeLocal areaFlexible hoursAfternoon shift
- ...advisory, assurance, and tax with team members who value innovation... ...knowledge and relationships, solutions to address clients' unique... ...for enjoyment and fun. We invest in a robust Total Rewards package... ...analysis, technology consulting, or related roles. Experience...Local areaFlexible hours
$180.2k - $355.1k
...health systems, and lead teams that drive network... ...strategic and technical consulting services to help... ...analysis of return on investment for medical management... ...creative, industry-specific solutions that streamline... ...actuarial experience Associate of the Society of Actuaries...Local areaVisa sponsorship- ...about IBM's Infrastructure product portfolio and optimize process along side cross-functional teams? If so, this is a great... ...of the biggest technology and consulting employers, with many of the Fortune... ...Asset Optimization - Data Science Analyst 2027 Date posted 27-Aug-2026...Full timeContract workTemporary workPart timeWork at officeShift work
$148.2k - $292.3k
...reshape industries, our team uniquely addresses the... ...and technical consulting services to help clients... ...analysis of return on investment for medical management... ...creative, industry-specific solutions that streamline... ...experience leading teams Associate of the Society of Actuaries...Local areaVisa sponsorship$130k - $150k
...Associate Consultant, Life Sciences Consulting (Market Access)... ...leading pharmaceutical solutions providers untied... ...role helping commercial teams navigate the oncology... ...” from what warrants investment in our highly complex... ...interns and new hires (Analysts and Senior Analysts),...Full timeTemporary workInternshipLocal areaRemote workFlexible hoursShift work- ..., based in Austin, is looking for an Investment Senior Associate to lead deal processes and support operational... ...involves significant exposure to portfolio companies, focusing on value creation... ...to work closely with management teams. #J-18808-Ljbffr Gilder Search Group
$100.4k - $197.9k
...reshape industries, our team uniquely addresses the... ...ll do As an Actuarial Consultant on the Insights,... ...client needs and inform solution designRedesign and modernize... ...differential associated with the location at which... ...well as through our own investments, commitments, and...Local areaVisa sponsorship- UTIMCO in Austin, TX seeks a Private Equity investments professional to help shape our portfolio of funds and direct investments, reporting to the Senior Managing... ...with the Private Equity and broader UTIMCO teams. You will assess new opportunities, manage relationships...
$100k - $135k
...trusted infrastructure consulting firm, partnering... ...infrastructure investment worldwide, our... ...part of a global team of over 50,000 planners... ...permitting portfolio in the region.... ...energy projects and associated infrastructure.... ...provide sustainable solutions for some of the...Work at officeLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Analyst/Associate, Investment Solutions (Portfolio Consulting Team). Be the first to apply!


