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Dimensional Fund Advisors · 3 months ago

Associate Portfolio Manager (MBA)

Charlotte

Full-time

Hybrid

New Grad, Entry Level

Dimensional Fund Advisors is a leading investment firm focused on portfolio management and ETFs. They are seeking an Associate ETF Portfolio Manager to oversee and manage ETFs, collaborating with various departments to ensure a superior investment experience for clients.

Financial Services

H1B Sponsor Likely

Responsibilities

Responsible for all aspects of managing ETFs and other types of portfolios. This will include tasks such as issuing buy and sell instructions in global markets, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating the eligibility of securities

Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions

Partner with Capital Markets to enhance ETF market quality and efficiently manage flows

Provide verbal and written explanations of Dimensional ETFs, performance, process, and other investment related issues internally and to both existing and prospective clients

Challenge current thinking and search out new opportunities to continually evolve Dimensional’s investment offerings

Collaborate with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs

Project work focused on making the investment process as efficient as possible

Qualification

Finance backgroundFinancial markets experienceETF industry knowledgeQuantitative problem-solvingCommunication skillsProject managementTime-management skillsAttention to detail

Required

Currently enrolled in MBA program with an anticipated graduation between December 2025 – June 2026

Strong philosophical alignment with Dimensional's investment strategy

Background in finance and financial theory

Experience in financial markets via asset management, broker-dealers, or financial institutions

Understanding of competitive landscape in equity ETFs and mutual funds

Experience in ETF industry a plus

Excellent quantitative problem-solving and analytic skills

Strong communication and presentation skills

High attention to detail, project management experience a plus

Strong time-management skills

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of our history, culture, and growth

Company

Dimensional Fund Advisors

Glassdoor3.8

Dimensional Fund Advisors is a company that provides asset management services.

Founded in 1981

Austin, Texas, USA

1001-5000 employees

https://us.dimensional.com

H1B Sponsorship

Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (39)

2024 (18)

2023 (35)

2022 (22)

2021 (23)

2020 (31)