Portfolio Management Analyst

Dimensional Fund Advisors Austin , TX 78719

Posted 2 months ago

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 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 re-balancing analysis, and data requests. An Analyst completes 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.


A successful candidate for an Analyst must have:

  • A Bachelor's degree with a minimum 3.2 GPA

  • Less than two years of professional work experience.

  • Strong philosophical alignment with Dimensional's 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

  • Must be available to start work within a reasonable time-frame. This position is not open to 2021 graduates.

  • Must be authorized to work in one of the following countries without employer sponsorship: United States, EU, Singapore, Japan, or Australia.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional's employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

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.

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Portfolio Management Analyst

Dimensional Fund Advisors