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
$140k - $160k
Join to apply for the Quantitative Portfolio Management Senior Analyst - Associate role at Teacher Retirement System... ...Group (QEG) Portfolio Management team is responsible for the design, implementation... ...of the systematic equity investment strategies within the IMD. We are...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
- ...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
- 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
$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- ...Flexible (U.S.) Senior Risk & Data Analyst — you will play a key role in... ..., underwriting, pricing, and portfolio management strategies across... ...and automate reporting solutions to improve visibility into underwriting... ...with cross‑functional teams to incorporate AI‑driven...Full timeH1bWork visaFlexible hours
- ...growth The Communities Team brings clients into... ...Dimensional bring our way of investing to more people. A... ...stages. Communities Associate: A hands-on role with... ...response to inquiries: portfolio and investment data, analytical... ...providing answers and solutions to ad hoc investment...Internship
- ...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...Full time
- 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
$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...Flexible hours$95.55k - $195.25k
...Transformation technology team. This is an... ...transformation portfolio. You will partner... .... The team consults and executes on a... ...Artificial Intelligence solutions to solve business... ...differential associated with the location... ...through our own investments, commitments, and...Work at officeLocal areaVisa sponsorship2 days per week3 days per week$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$128k - $252.5k
...forces reshape industries, our team uniquely addresses the... ...ll do As an Actuarial Senior Consultant on the Insights, Innovation &... ...anticipate client needs and inform solution designRedesign and modernize... ..., as well as through our own investments, commitments, and actions across...Local areaVisa sponsorship$124k - $280k
...OpportunityAs a Research and Grant Administration Consultant, Senior Manager, you will engage with... ...your skills to drive impactful solutions in operations consulting, focusing on the... ...high-performing, diverse, and inclusive teams. You will motivate and coach others to solve...Full timeH1b$128k - $252.5k
...As an Actuarial Senior Consultant, you will apply... ...reshape industries, our team uniquely addresses the... ...review Build return on investment models for medical management... ..., industry-specific solutions that streamline... ...geographic differential associated with the location at which...Work at officeLocal areaVisa sponsorship$100.4k - $197.9k
...practice as an Actuarial Consultant and help clients... ...reshape industries, our team uniquely addresses the... ...analyses and return on investment (ROI) assessments A successful... ..., industry-specific solutions that streamline... ...geographic differential associated with the location at...Work at officeLocal areaVisa sponsorship- ...business unit oversees investment management activities... ...operation of Amherst’s portfolio investments. The... ...Amherst platform. Our team sits at the center of... ...valuation. In this role, the analyst will gain valuable... ...experience in banking, consulting, financial services and...
- ...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 Management... ...in banking, consulting, financial services...Flexible hours
$122k - $150k
...seeking a sharp, driven Financial Analyst to serve as a revenue and product portfolio owner. In this role, you’ll have direct... ...to directly influence how we invest in our products. This hybrid role... ...business leaders and the broader FP&A team. Build and maintain financial...Immediate start- ...Remuneration: Exempt Digital Solutions is responsible for the... ...custom software development portfolio. These applications power our... ...assets. The Senior Solutions Analyst I serves as a strategic technology... ...stakeholders, vendors, and development teams. Role Responsibilities...Permanent employmentFull timeTemporary workWork experience placementWork at officeImmediate startWork visaFlexible hours
- ...Fund Advisors, Austin, TX, is seeking an Analyst to support daily Portfolio Management activities and collaborate with senior team members on ad-hoc projects. You will help... ...structured program to become a junior lead of investment processes with exposure to multiple...
- ...entrepreneurial real estate investment and development... ...for an Analyst looking to accelerate... ...high-performing team, you'll be... ...development, and portfolio management. Help... ...technology and AI-driven solutions. Ideal Background... ...private equity, consulting, or a similar...Immediate start
- VC Stack is looking for a motivated Analyst, Associate, or Sr. Associate to join their team in Austin, Texas. This role involves growing the firm’s presence... ...tech ecosystem and providing critical insights for investment decisions. Candidates should have a strong...Full timeWork at office
- 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...
$110k - $140k
...Recruiter | Driving recruitment solutions with HR expertise Associate Actuary - Valuation... ...days in-office. Join our team to help make a difference... ...expansion of both its insurance portfolio and its administrative... ...Type Full‑time Job Function Analyst, Research, and Strategy/...Weekly payFull timeTemporary workWork at officeFlexible hours- Associate Business Analyst (Communications Desk) Join to apply for the Associate... ...operations and recommending solutions to align individual business... ...collaborative and dynamic team environment. Ability to handle... ...: See all the ways we invest in you—at work and in life....Local areaVisa sponsorship
$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... ...requirements. As a Senior Associate, you guide and mentor junior...Full timeH1b$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$77k - $202k
...SummaryThe OpportunityAs a Senior Associate - Oracle SCM, you will specialize in consulting services for Oracle supply chain... ...needs, implementing software solutions, and providing training and support... ...to anticipate the needs of your teams and clients, delivering quality...Full timeH1b$77k - $202k
...Sourcing - Value Capture - Senior Associate, you will focus on optimizing sourcing... ...resilience. Within our Management Consulting practice, you will work closely... ..., and digital procurement solutions.As a Manager, you will lead teams and manage client accounts, focusing...Full timeContract workH1b
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!
- nonprofit analyst Austin, TX
- provisioning analyst Austin, TX
- senior contracts analyst Austin, TX
- allocation analyst Austin, TX
- sharepoint analyst Austin, TX
- corporate strategy analyst Austin, TX
- reimbursement analyst Austin, TX
- travel and expense analyst Austin, TX
- contracts analyst Austin, TX
- senior database analyst Austin, TX
