Overview
As an Analyst in our Portfolio Management group, you support day-to-day fund management and collaborate across global offices to ensure accurate exposures and timely delivery of investment solutions. You will engage in corporate action analysis, market and security monitoring, and portfolio reporting, while contributing to process improvements and cross-functional projects. The role offers strong learning opportunities through the Analyst Development Program and exposure to senior team members. This is a mission-driven role in a collaborative, rigorous culture that emphasizes growth and practical application of research-driven investing.
Pay / Benefits
- comprehensive benefits
- educational initiatives
- career development programs
- special celebrations of history and culture
Responsibilities
- Coordinate with Portfolio Managers and Analysts across global offices on 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
- Conduct special projects including portfolio analysis, index analysis, and ad-hoc data requests
- Propose and develop improvements to existing business processes
- Communicate substantively with Portfolio Managers, Traders, Operations, DFA global offices, and custodian banks
Key requirements
- Bachelor's degree (or equivalent) in a technical discipline; engineering, mathematics, science, finance preferred
- Detail oriented, organized, motivated, able to work independently and in a team
- Ability to meet tight deadlines, adaptable, and able to prioritize effectively
- Capacity to absorb and apply information from formal and informal learning
- Strong verbal and written communication skills
- Interest in financial markets and academic research related to the field
- Prior exposure to programming and/or databases (Python, SQL, VBA) preferred
- Detail-oriented
- Organized
- Self-motivated
- Python
- SQL
- VBA
Analyst, Portfolio Management in London employer: Dimensional Fund Advisors
Dimensional Fund Advisors is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong culture of professional development, with ample opportunities for growth and learning within a global team dedicated to excellence in investment stewardship. The company's commitment to governance engagement and client-aligned practices ensures that every team member plays a meaningful role in shaping impactful financial strategies.
