Associate Portfolio Manager (Equity)

Responsibilities

• Responsible for all aspects of managing portfolios.
• This includes tasks such as trading foreign currency, issuing buy and sell instructions, electing on corporate actions, and evaluating the eligibility of securities.
• Maintain portfolio structure following the process-driven approach of the firm.
• Identify buy and sell candidates in a systematic manner and partner with trading teams globally to implement those decisions.
• Provide verbal and written explanations of portfolios, performance, process, and other investment related issues internally and to both existing and prospective clients.
• Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy the investment philosophy.
• Work with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs.
• Engage in project work focused on making the investment process as efficient as possible and improving where and how we can invest.

Requirements

• Strong philosophical alignment with Dimensional’s investment strategy.
• Background in finance and financial theory.
• Experience in financial markets via asset management, broker-dealers, or financial institutions.
• Understanding of competitive landscape in equity ETFs and mutual funds.
• Excellent quantitative problem-solving and analytic skills.
• Strong communication and presentation skills.
• High attention to detail, project management experience a plus.
• Strong time-management skills.

Qualifications

This role is not eligible for immigration sponsorship.

Benefits

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.

Schedule

N/A

Pay

N/A