Associate, Investment Analytics And Data

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. 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:

The Research group at Dimensional is integral both in the successful day-to-day functioning of the firm and in helping develop Dimensional's long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to and helps educate clients. Research is also involved in the design and development of the firm's investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that makes the investment process more efficient.

Investment Analytics & Data (IAD) is part of the Research department within Dimensional. Data and data analysis are at the underpinnings of how Dimensional constructs and manages portfolios and works to provide the best investment experience possible for our clients. IAD is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. IAD is a hub group touching numerous areas of the implementation of the investments process and interacting with most other departments within Dimensional.

Our team seeks an intellectual and creative associate to work on key projects spanning research and portfolio management within Dimensional. The Associate works primarily to support senior staff by architecting, building, and testing application services; assembling, reviewing, and analyzing data; and performing and explaining ad hoc analysis around investment reporting, including portfolio characteristics, index maintenance and attribution performance. Success in the job, including career progression, will be driven by successfully maintaining and improving the operational process and executing on projects to enhance and improve these processes and systems.

Responsibilities:

• Identify and solve various data-related issues that arise in a fast-paced environment by using your intellect, quantitative reasoning, and computational skills.

• Simultaneously manage numerous individual projects and team-based initiatives that streamline our processes and individual workflows as well as enhance our productivity and accuracy.

• Design and build systems from start to finish and take ownership over the final product, in partnership with Technology teams.

• Define requirements and develop new processes in partnership with teams across the organization. This includes file loaders, parsers, task schedulers, data quality checks, and complex business calculators and APIs.

• Create and distribute regular investment reports on fund assets, returns, characteristics, and attributions, using computational tools like Python, Excel, and Microsoft SQL Management.

• Compile and manage large data sets from multiple sources within our SQL Server and Database structure.

• Execute regular validations to ensure inputs to Research, Portfolio Management, and Client Reporting are appropriate and accurate. This includes security holdings in our mutual funds, characteristics of individual securities, ESG related qualifiers and exclusions, and other portfolio related data from multiple internal and external sources.

• Interface with investment teams to answer internal and client questions in respect to our investments and strategies.

Qualifications:

• Bachelor's degree in Finance/Accounting, Mathematics, Statistics, Computer Science, Engineering, or a related field. Master's degree OR equivalent 2-3 years of full-time work experience in a quantitative field preferred.

• Ability to clearly communicate ideas and solutions to technical and non-technical teams.

• Experience working with large datasets, performing quantitative analysis, and using SQL, T-SQL, or similar data management tools.

• Experience in Python is strongly desired.

• Experience in using and testing Web APIs is a plus.

• Experience with the Agile methodology of software development is a plus.

• Experience in articulating requirements to developers.

• Strong analytical and problem-solving skills.

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.

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.