Analyst, Portfolio Management (Equities) jobs in United States
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Dimensional Fund Advisors · 4 hours ago

Analyst, Portfolio Management (Equities)

Dimensional Fund Advisors is a company focused on investment management, and they are seeking an Analyst for their Portfolio Management team. The role involves supporting the daily management of portfolios, collaborating with various departments, and contributing to investment processes to enhance client outcomes.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Support cash management of portfolios with credit lines, currency hedges and cash forecasting
Analyze voluntary corporate events and recommend elections to Portfolio Managers
Prepare data for Portfolio Manager presentations to clients and internal executives
Complete ad hoc requests from Portfolio Managers
Propose and execute projects that increase process efficiency and improve portfolio outcomes
Collaborate across business functions and teams, both internal and external to the firm

Qualification

Finance knowledgeQuantitative problem-solvingData analysisSQLExcelIntellectual curiosityLearning programmingTime-managementAttention to detailVerbal communication

Required

Bachelor's degree required
Demonstrated understanding of and alignment with Dimensional's investment strategy
Time-management skills
High attention to detail and commitment to excellent work quality
Comfort with large data sets
Verbal communication and presentation skills
Excellent quantitative problem-solving and analytic skills
Intellectual curiosity
Background or interest in finance and financial theory
Aptitude for learning basic computer programming languages and software

Preferred

Knowledge of SQL, VBA, and/or Excel is helpful

Benefits

Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth

Company

Dimensional Fund Advisors

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Dave Butler
Co-CEO
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Bernard Grzelak
Chief Financial Officer and Vice President
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Company data provided by crunchbase