Management Analyst Management Analyst …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
Management Analyst
Portfolio Management Analyst Charlotte/en-US/DFA_Careers/job/Charlotte/Portfolio-Management-Analyst_2019-5430/apply

Note to applicants:  Resumes 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 attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Portfolio Management team is responsible for the implementation of Dimensionals 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 Dimensionals investment practices.

Responsibilities:

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 re-balancing analysis, and data requests. An Analyst completes long-term projects that involve identifying possibilities for improvement in Dimensionals 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:

A successful candidate for an Analyst must have:

  • Strong philosophical alignment with Dimensionals investment strategy
  • Background or strong interest in finance and financial theory
  • Excellent quantitative problem-solving and analytic skills
  • Intellectual curiosity
  • Solid communication and presentation skills, both written and verbal
  • Comfort with large data sets
  • High attention to detail
  • Strong time-management skills
  • Aptitude for learning basic computer programming languages and software
  • Knowledge of SQL, Access, and Excel is helpful
  • A Bachelors degree with a minimum 3.2 GPA
  • Must be authorized to work in one of the following countries without employer sponsorship: United States, EU, Singapore, Japan, or Australia.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Posted 3 Days AgoFull time2019-5430

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $579.4 billion globally as of September 30, 2019.

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

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