Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Portfolio Management team ensures that Dimensional’s ETFs deliver consistent and efficient exposure to the dimensions of higher expected returns. Portfolio managers implement a daily and systematic portfolio management process, oversee and enhance this process, and interact with clients. As an Associate Portfolio Manager, you will manage ETFs and equity portfolios, and discuss the investment thesis and portfolios to clients.

Responsibilities

Responsible for all aspects of managing ETFs and other types of portfolios, including issuing buy and sell instructions, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating security eligibility.
Monitor ETF characteristics and maintain portfolio structure following the firm's process-driven approach, identifying buy and sell candidates systematically and partnering with global trading teams.
Partner with Capital Markets to enhance ETF market quality and efficiently manage flows.
Provide verbal and written explanations of Dimensional funds, performance, process, and other investment-related issues internally and to clients.
Challenge current thinking and search for new opportunities to continually evolve Dimensional’s investment offerings.
Collaborate with Sales, Marketing, Consultant, and Client Services teams to effectively respond to clients’ investment needs.
Engage in project work focused on making the investment process as efficient as possible.

Requirements

Currently enrolled in an MBA program with an anticipated graduation between December 2026 – June 2027.
Strong philosophical alignment with Dimensional’s investment strategy.
5+ years of experience in financial services.
Excellent quantitative problem-solving and analytic skills.
Intellectual curiosity.
Solid communication and presentation skills.
Comfort with large data sets.
High attention to detail.
Strong time-management skills.
Aptitude for learning basic computer programming languages.
Knowledge of SQL, VBA and Excel is helpful.
Bachelor’s degree required.
This role is not eligible for immigration sponsorship.

Skills

Quantitative problem-solving
Analytic skills
Communication skills
Presentation skills
SQL
VBA
Excel

Location

Hybrid

Work Type

Hybrid

Experience Level

5+ years of experience in financial services

Education Level

MBA program
Bachelor’s degree

Benefits

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

About the Company

Portfolio Management is responsible for the daily oversight and management of Dimensional’s funds and implements our investment philosophy across all our investment solutions.
The Portfolio Management team ensures that Dimensional’s ETFs deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics.

Equal Opportunity

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.