Analyst, Portfolio Management

2 days ago

Sydney, Australia Dimensional Fund Advisors Full time

Notes to applicants:
- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. 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.- The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.**Job Description**:
The Team & Role

The Portfolio Management group manages global funds across multiple asset classes for clients ranging from large institutions (such as sovereign wealth funds and central banks) to financial advisors and individuals.

Analysts are responsible for performing a series of daily tasks to ensure that our portfolio management and trading processes run smoothly. The team of Analysts work collaboratively to share tasks which include but are not limited to: analysis of corporate actions and formulation of election recommendations for Portfolio Managers, review of market news and consideration of their potential impact on securities that are held across portfolios, daily reconciliation of client portfolios ensuring that cash balances are accurate and reflect all significant transactions. The work is operational and of crucial importance in the daily investment process.

Additionally, Analysts execute ad hoc requests from Portfolio Managers such as portfolio analysis, data requests, and research into relevant market and company-specific developments. An Analyst may also complete long-term projects that involve identifying possibilities for improvement in Dimensional’s portfolio implementation processes. An Analyst will regularly coordinate with portfolio managers, traders, custodian banks, and Dimensional offices across the globe.

Qualifications
- Bachelor’s degree with demonstrated academic achievement
- Interest in financial markets and an understanding of Dimensional’s investment philosophy
- Must be detail oriented, organized, highly motivated and able to work independently and in a team environment
- The ability to work to tight deadlines, to be adaptable and priorities effectively is a necessary skill
- Strong communication and presentation skills, both written and verbal
- Prior exposure to programming and/or databases (Python, SQL, VBA) preferred

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.

  • Portfolio Operations Analyst

    2 weeks ago

    Sydney, Australia Wellington Management Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Analyst, Portfolio Management

    2 weeks ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Analyst, Portfolio Management

    2 weeks ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

    Notes to applicants:- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Epmo Portfolio Analyst

    1 week ago

    Sydney, Australia T+O+M Executive Full time

    Title: EPMO Analyst Location: Sydney, Melbourne or Brisbane Permanent role Flexible/Hybrid working We are partnering with a leading Australian Infrastructure business who are looking to hire an EPMO Analyst to join their fast growing transformation team. The EPMO Analyst helps establish and maintain the EPMO using best practices for portfolio...

  • Portfolio Performance Analyst

    2 weeks ago

    Sydney, New South Wales, Australia beBeePerformance Full time $37,500 - $55,000

    Portfolio Performance Analyst PositionAbout This RoleWe are seeking a highly motivated Portfolio Performance Analyst to support our high-profile program of work.Key ResponsibilitiesConsolidate and review portfolio performance data to provide insightful analysis.Develop and manage integrated portfolio performance reports for internal and external...

  • Epmo Portfolio Analyst

    1 week ago

    Sydney, New South Wales, Australia T+O+M Executive Full time

    Title: EPMO AnalystLocation: Sydney, Melbourne or BrisbanePermanent roleFlexible/Hybrid workingWe are partnering with a leading Australian Infrastructure business who are looking to hire an EPMO Analyst to join their fast growing transformation team.The EPMO Analyst helps establish and maintain the EPMO using best practices for portfolio management. They use...

  • Portfolio Analyst

    1 week ago

    Sydney, New South Wales, Australia Singtel Full time

    Join our Network Delivery Office (NDO) team, where we ensure effective portfolio delivery and performance across the Networks division.We are seeking a motivated Portfolio Analyst to provide governance, financial administration, reporting and insight support.You will analyse financial and project performance, prepare reports, and insights.The role will...

  • Digital Portfolio Analyst

    4 hours ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey to lighting the way to a brighter futurea brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.- We are looking for a Digital Portfolio Analyst to work within our SME General Insurance team. Reporting to the Digital Portfolio...

  • Strategic Portfolio Analyst

    2 weeks ago

    Sydney, New South Wales, Australia beBeePortfolio Full time $90,000 - $120,000

    About the RoleWe are seeking an Analyst to join our Portfolio Management team. As an Analyst, you will support the day-to-day needs of the team by performing daily tasks to ensure smooth trading processes.This includes tasks such as portfolio reconciliation, responding to corporate action events, and processing database updates. In addition, you will execute...

  • Idc Digital Portfolio Analyst

    1 week ago

    Sydney, Australia Lendlease Full time

    Lendlease is looking for a Portfolio Analyst to join the digital team. The core objective of the portfolio analyst is to support the Portfolio Managers across the Investments, Development and Construction businesses (IDC) build the right capability-aligned technology portfolio to support the strategic IDC Business objectives. Working closely with key...