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.**Job Description**:
Dimensional Fund Advisors is a leading global investment manager with expertise in translating financial research into real world investment solutions, developing innovative approaches to trading and portfolio design. With offices around the world, Dimensional fosters a culture of learning, teamwork, and dedication to our clients.

As an Analyst, you will support the day-to-day needs of the Portfolio Management team. Analysts are responsible for performing a series of daily tasks to ensure that our trading processes run smoothly. These include performing portfolio reconciliation, noting and responding to corporate action events, and processing database updates.

Additionally, Analysts execute ad hoc requests from Portfolio Managers such as portfolio characteristics analysis, index rebalancing analysis, and data requests. They also complete long-term projects that involve identifying possibilities for improvement in Dimensional’s trading processes and executing those improvements to improve trading efficiency and ease. You will regularly coordinate with Portfolio Managers, Traders, custodian banks, and global Dimensional offices to assist with the daily foreign exchange trading process and portfolio reporting.

Qualifications:
- Strong philosophical alignment with Dimensional’s investment strategy- Background or strong interest in finance and financial theory- Excellent quantitative problem-solving and analytic skills- Intellectual curiosity- Solid communication and presentation skills, both written and verbal- Comfort with large data sets- High attention to detail- Strong time-management skills- Aptitude for learning basic computer programming languages and software- Knowledge of SQL, Access, and Excel is helpful- A Bachelor’s degree with a minimum 3.2 GPA

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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