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 management analyst (equities)
Builds
Dimensional's equity investment solutions
Domain
Asset Management / Equities
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
cash management, corporate event analysis, data preparation for presentations, project execution, cross-functional collaboration, quantitative problem-solving, data set management, SQL, VBA, Excel
Preferred skills
basic computer programming languages, finance and financial theory background
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; Collaborate across business functions and teams, both internal and external to the firm
