Analyst, Portfolio Management

1 week 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.

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