Analyst, Portfolio Management

Job Description: Analyst, Portfolio Management Dimensional Fund Advisors is a leading global investment manager reaching 1 trillion dollars in assets under management. The firm has a rich history and unparallelled expertise in translating financial research into real world investment solutions, carrying an industry‑leading track record through its innovative approach to portfolio design, trading and implementation. With offices around the world, Dimensional fosters a culture of learning, teamwork, and a dedication to our clients. The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. The team is responsible for ensuring that client portfolios maintain the desired exposure to their chosen market and their targeted premiums and assisting the sales team as they look to educate clients on Dimensional’s investment approach. The team prides itself on an approach that marries practicality with intellectual rigour, knowledge and accuracy; working closely with other departments, such as Trading, Legal, Operations and Research to ensure that our investment solutions deliver as expected. Alongside the primary fund management responsibilities, the Portfolio Management team continuously seeks to improve existing processes and facilitate company growth though projects and other global initiatives.

Responsibilities

• Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices across equities on topics such as corporate actions, cash balances, and portfolio holdings
• Monitor and analyse securities for significant changes
• Assist with portfolio reporting including returns, market value calculations, and characteristics
• Special projects including portfolio analysis, index analysis, and ad‑hoc data requests
• Propose and develop improvements to existing business processes
• Substantive communication with Portfolio Managers, Traders, Operations, DFA global offices, and custodian banks

Qualifications and Skills

• Bachelor's degree, or equivalent, in engineering, mathematics, science, finance or another technical discipline is preferred
• Must be detail oriented, organized, highly motivated and able to work independently and in a team environment
• The ability to work to tight deadlines, to be adaptable and priorities effectively is a necessary skill
• Ability to absorb and apply information from formal and informal learning experiences
• Strong communications skills (verbal and written)
• Interest in financial markets and academic research related to the field
• Prior exposure to programming and/or databases (Python, SQL, VBA) preferred

#LI‑Hybrid 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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value‑added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world‑class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our Careers site.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office‑first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.