Analyst, Portfolio Management

Job title: Analyst, Portfolio Management

Company: Dimensional Fund Advisors


Job description: Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.Job Description:Dimensional Fund Advisors is a leading global investment manager with expertise in translating financial research into real world investment solutions, developing innovative approaches to trading and portfolio design. With offices around the world, Dimensional fosters a culture of learning, teamwork, and dedication to our clients.The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. They ensure client portfolios continually pursue the targeted premiums, provide traders with buy and sell candidate lists, outline trading parameters, and assist clients to understand Dimensional’s investment practices.As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts are responsible for performing a series of daily tasks to ensure that our trading processes run smoothly. These include performing portfolio reconciliation, noting and responding to corporate action events, and processing database updates.Additionally, Analysts execute ad hoc requests from Portfolio Managers such as portfolio characteristics analysis, index rebalancing analysis, and data requests. They also complete long-term projects that involve identifying possibilities for improvement in Dimensional’s trading processes and executing those improvements to improve trading efficiency and ease. You will regularly coordinate with Portfolio Managers, Traders, custodian banks, and global Dimensional offices to assist with the daily foreign exchange trading process and portfolio reporting.Qualifications:Strong philosophical alignment with Dimensional’s investment strategyBackground or strong interest in finance and financial theoryExcellent quantitative problem-solving and analytic skillsIntellectual curiositySolid communication and presentation skills, both written and verbalComfort with large data setsHigh attention to detailStrong time-management skillsAptitude for learning basic computer programming languages and softwareKnowledge of SQL, Access, and Excel is helpfulA Bachelor’s degree with a minimum 3.2 GPADimensional 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.

Expected salary:

Location: Sydney, NSW

Job date: Sat, 26 Apr 2025 00:46:17 GMT

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