Portfolio Management Analyst

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.

The Portfolio Management team is responsible for the implementation of Dimensional's investment philosophy. Portfolio managers ensure client portfolios continually pursue the targeted premiums, provide traders with buy and sell candidate lists, outline trading parameters, and assist clients to understand Dimensional's investment practices.

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
• Ability to absorb and apply information from formal and informal learning experiences
• Strong communication and presentation skills, both written and verbal
• Prior exposure to programming and/or databases (Python, SQL, VBA) preferred

Why DFA

• CBD office location with harbour views
• Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility
• Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs.
• Great career opportunities, both locally and potentially abroad.
• Subsidized health insurance for individuals and family with several 'nil-cost' options available for individuals.
• Access to our health and fitness incentive program.
• Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more.
• We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause.
• Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to examleave.
• Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program.
• Access to life and salary continuance insurance.
• Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more
• Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces.