Portfolio Manager

7 days ago


Sydney, Australia Dimensional Fund Advisors Full time

Notes to applicants:

- Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

**Job Description**:
The Role
- Portfolio Manager, Fixed Income
- Member of APAC fixed income team
- Cover all aspects of managing portfolios, independently manage Australia domiciled portfolios. Back-up PM based in Singapore for AxJ managed portfolios
- Monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm.
- Identify buys and sells in a systematic manner and partner with trading teams globally to implement those decisions.
- Project work focused on making the investment process as efficient as possible and improving where and how we can invest.
- Responsible for portfolio maintenance involving tasks such as monitoring portfolio cash levels, evaluating securities’ risk profiles as well as issuing buy and sell orders.
- Responsible for the effective execution and continuous refinement of the process of implementing Dimensional’s investment strategy.
- Structure and deliver presentations and other communication pieces which identify and quantify the value add of the Dimensional investment strategy to clients.
- Do prospect, client and consultant meetings, participate in conferences and other forums to promote understanding of Dimensionals Fixed income philosophy and investment process
- Work with the Sales teams to better understand, interpret and deliver to clients’ Fixed Income investment needs

Skills & Qualifications
- 5 - 10 years relevant experience
- Bachelor’s degree with a strong quantitative orientation (eg, science, engineering, statistics, finance, economics) and able to demonstrate strong academic achievement is preferred
- MBA/equivalent postgraduate qualification preferred.
- Strong philosophical alignment with Dimensional’s investment strategy.
- Previous exposure to other areas of capital markets through work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity.
- Strong time-management skills.
- Background in finance and financial theory.
- Excellent quantitative problem-solving and analytic skills.
- Intellectual curiosity.
- Solid communication and presentation skills.
- Comfort with large data sets and aptitude for learning computer programming languages
- High attention to detail.

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.

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.


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