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Dimensional Fund Advisors · 4 days ago

Associate, Investment Engineering (Portfolio Analytics)

Charlotte

Full-time

Hybrid

New Grad, Entry Level

Dimensional Fund Advisors is a firm focused on investment engineering and data management. The Associate in Portfolio Analytics will support key initiatives related to the ETF business and work collaboratively to manage and analyze investment data.

Financial Services

H1B Sponsor Likely

Responsibilities

Manage deliverables to support the operations of Portfolio Analytics. Typical responsibility includes generation and monitoring of daily ETF baskets, ad-hoc basket simulations, monitoring and rebalances of ETF indices that Dimensional manages

Execute regular validations to ensure inputs to research and portfolio management are appropriate and accurate

Work with members of the investment teams to answer questions and perform analysis related to the constructions of portfolios, benchmarks, and other investments

Assist in systems architecture for generation of portfolio analytics data to internal clients and help define, build, and test data structures for exposure of data to end consumers

Define requirements and develop new processes, in partnership with teams across the organization

Contribute to ongoing efficiency efforts through automation, process design, and implementation

Qualification

T-SQLPythonC#ETFsAgile methodologyQuality EngineeringQuantitative analysisData managementProcess design

Required

Bachelor's degree in Economics/Finance, Mathematics, Statistics, Computer Science, Engineering, or a related field

Demonstrated capacity for and interest in quantitative work

Preferred

Master's degree preferred

Knowledge of databases and query language (T-SQL) is highly preferred

Experience with programming languages (C#, Python) is highly preferred

Experience working with large data sets is preferred

Experience in ETFs, ETF basket generation, and mutual fund data is highly preferred

Experience with the Agile methodology of software development is preferred

Experience with software Quality Engineering or Quality Assurance is preferred

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)