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.
The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy which is influenced by the top minds in academic finance.
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.
This role reports to a senior member of our Portfolio Management team.
Responsibilities : As an Investment Associate, you will start by supporting other members of the Portfolio Management Team in their day-to-day management of portfolios and processes.
Over time, Investment Associates are expected to contribute to decision making, be responsible for a group of portfolios, monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm.
Investment Associates are expected to develop into an expert on the portfolios with which they work.
Successful Investment Associates will master business-as-usual operations and gain skills and experience in managing complex portfolio situations.
The role also involves being able to identify improvement areas in the investment process and effectively propose solutions.
On a daily basis, Investment Associates are responsible for tasks that include trading foreign currency, generating trade requests, electing on corporate actions and evaluating the quality of the investment universe.
Members of the team should be prepared to work with other departments including Trading, Investment Data, Research, Operations and Client Services.
Qualifications : A successful candidate for the Investment Associate role must have : Strong philosophical alignment with Dimensional’s investment strategy Several years’ experience in financial services Excellent quantitative problem-solving and analytic skills Intellectual curiosity Solid communication and presentation skills Comfort with large data sets High attention to detail Strong time-management skills Aptitude for learning basic computer programming languages Knowledge of SQL, VBA and Excel is helpful Bachelor’s degree required 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.