Associate Portfolio Manager (MBA)
Core
Daily oversight and management of Dimensional's ETFs and equity portfolios, implementing investment philosophy and interacting with clients.
Role type
Associate Portfolio Manager (MBA)
Builds
Dimensional's ETFs and equity portfolios
Domain
Financial services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
ETF management, portfolio construction, global market trading, corporate action evaluation, client communication, quantitative analysis, data set management
Preferred skills
SQL, VBA, Excel, basic computer programming
Technologies
ETF Create/Redeem baskets, global markets
Responsibilities
Issue buy and sell instructions in global markets, monitor ETF characteristics and maintain portfolio structure, partner with Capital Markets to manage flows, provide explanations of funds and performance to clients, challenge current thinking to evolve investment offerings, collaborate with Sales and Client Services teams
Seniority
Associate, MBA candidate with 5+ years experience