Analyst, Portfolio Management (Equities)
Core
Support the daily oversight and management of Dimensional's equity portfolios to deliver consistent exposure to dimensions of higher expected returns.
Role type
Junior IC portfolio operations analyst (equities)
Builds
Dimensional's equity investment solutions
Domain
Asset Management / Equities
Required skills
quantitative problem-solving, analytic skills, SQL, VBA, Excel, data set management, cash forecasting, corporate event analysis
Preferred skills
basic computer programming languages, process efficiency improvement
Responsibilities
Support cash management of portfolios with credit lines, currency hedges and cash forecasting; Analyze voluntary corporate events and recommend elections to Portfolio Managers; Prepare data for Portfolio Manager presentations to clients and internal executives; Complete ad hoc requests from Portfolio Managers; Propose and execute projects that increase process efficiency and improve portfolio outcomes
Seniority
Junior, individual contributor
