Analyst, Portfolio Management (Equities)

Responsibilities

• 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

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

Qualifications

This job 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.

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.