Associate Portfolio Manager

3 weeks ago


Austin, Texas, United States Dimensional Fund Advisors, L.P. Full time
Job Summary:

Dimensional Fund Advisors, L.P. is seeking a skilled Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will be responsible for managing portfolios, implementing our investment philosophy, and interacting with clients. This role requires strong philosophical alignment with our investment strategy, a background in finance and financial theory, and experience in financial markets.

Key Responsibilities:
  • Manage portfolios, including tasks such as trading foreign currency, issuing buy and sell instructions, and evaluating the eligibility of securities.
  • Monitor portfolio characteristics and maintain portfolio structure following our process-driven approach.
  • Identify buy and sell candidates in a systematic manner and partner with trading teams globally to implement those decisions.
  • Provide verbal and written explanations of portfolios, performance, process, and other investment-related issues internally and to clients.
  • Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy our investment philosophy.
  • Work with the Sales, Marketing, Consultant, and Client Services teams to effectively respond to clients' investment needs.
Requirements:
  • Strong philosophical alignment with our investment strategy.
  • Background in finance and financial theory.
  • Experience in financial markets via asset management, broker-dealers, or financial institutions.
  • Understanding of the competitive landscape in equity ETFs and mutual funds.
  • Excellent quantitative problem-solving and analytic skills.
  • Strong communication and presentation skills.
  • High attention to detail, project management experience a plus.
  • Strong time-management skills.
About Dimensional:

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. We strive to be an inclusive workplace for all and encourage applicants from diverse backgrounds to apply. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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