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About the Role

The Data Solutions team seeks an Analyst/Associate to support key initiatives in the daily investment implementation process. This role involves analyzing investment data quality, supporting existing data products, and designing new ones. Success means delivering clean, accurate data, creatively analyzing and presenting investment data, and enhancing operational efficiencies to provide value-added investment solutions.

Responsibilities

Support Dimensional's investment processes by ensuring tools and systems are built with appropriate business logic.
Compile, cleanse, and manage large data sets from multiple sources to support investment systems.
Research and evaluate vendor data to assess quality and recommend optimal consumption patterns.
Conduct data analysis using SQL Server, Snowflake, and other structured/unstructured database technologies.
Partner with Portfolio Management, Trading, Compliance to address portfolio construction questions and perform related analysis.
Collaborate with internal clients to gather and define requirements for core business systems, and then design, build, and test data pipelines in partnership with data engineer resources.
Assist in shaping data architecture for internal distribution of investment data, including defining and building data structures for end-user consumption.
Drive efficiency through automation, process design, and implementation.
Mentor and provide guidance to junior analysts, fostering skill development and knowledge-sharing across the team.

Requirements

Bachelor's degree in Finance, Accounting, Computer Science, Engineering, Business, or a related field.
Master’s degree and/or professional certifications (e.g. CFA) preferred.
3-5+ years of experience working with large investment datasets, performing quantitative analysis, and leveraging SQL, Python, or similar data management tools.
Experience working with financial data sets and vendor platforms (Bloomberg, Factset, Refinitiv, Morningstar, etc.) strongly preferred.
Demonstrated interest and passion for financial markets.
Experience working in Agile/Scrum teams, writing business requirements, and communicating effectively with software engineers.
Self-starter with proven ability to manage multiple projects and meet deadlines.
Strong analytical and quantitative problem-solving skills.
Attention to detail with the ability to connect findings to broader objectives and goals.
Excellent communication skills with the ability to convey complex ideas and bridge investment professionals and engineering teams.
This role is not eligible for immigration sponsorship.

Skills

SQL Server
Snowflake
SQL
Python
Bloomberg
Factset
Refinitiv
Morningstar

Experience Level

3-5+ years

Education Level

Bachelor's degree
Master's degree
CFA certification

Benefits

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

About the Company

Dimensional's Investment Engineering department is responsible for ownership of investment data, managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports.
The Data Solutions team's primary responsibilities involve overseeing the incoming base-level data and the centralized management and distribution of investment data to Dimensional’s internal Portfolio Management, Trading, and Reporting systems.
Investment Engineering is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional.

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.