Jobs at Dimensional Fund Advisors

Designs, develops, tests, and supports scalable investment data platforms, pipelines, APIs, and data-transfer services. Responsibilities include data ingestion, validation, integration, storage, delivery, performance optimization, CI/CD, documentation, security, troubleshooting, and collaboration with business and technology stakeholders. The role supports research, portfolio management, trading, analytics, and reporting functions.

Supports global CRM and sales enablement tools by triaging user issues, analyzing root causes, maintaining data quality, executing bulk data activities, documenting processes, testing enhancements, and partnering with Technology, vendors, Sales, and Marketing on business solutions.

Leads the software engineering team responsible for client asset reporting and Sales Technology platforms. Oversees architecture, development, modernization, reliability, security, operational support, and delivery of business-critical applications. Hires, coaches, and develops engineers; establishes technical direction; prioritizes work using data and metrics; manages engineering risks; and communicates priorities, performance, and tradeoffs to senior stakeholders. The role requires hands-on C#/.NET, SQL Server, and Snowflake experience, with AI-assisted engineering knowledge preferred.

Supports daily portfolio management for equity investments through cash forecasting, currency hedging, credit-line management, corporate-event analysis, client presentation preparation, and ad hoc projects. The role collaborates across trading, research, technology, legal, compliance, operations, and client teams, while participating in analyst development and investment-process improvement programs.

Supports Channel Marketing events across EMEA by coordinating planning, execution, vendors, collateral, sponsorships, stakeholder communications, workflows, and post-event measurement. The role also manages marketing initiatives, maintains project dashboards, improves operational efficiency, regionalizes content, and presents updates to internal teams. Success requires strong event planning, project management, communication, organization, collaboration, and attention to detail.

Leads a global network engineering team and oversees the design, deployment, security, automation, and operation of resilient hybrid-cloud network infrastructure. Responsibilities include network architecture, BGP/MPLS routing, IaC using Ansible and Terraform, vendor management, regulatory compliance, team development, and evaluation of emerging AI and networking technologies. The role also supports network monitoring, cybersecurity collaboration, unified communications, telephony, and video conferencing environments.

Supports global accounting operations, month-end close, journal entries, cash receipts, accounts receivable, fixed assets, bank reconciliations, and property and equipment roll-forwards. Ensures capitalization complies with accounting policies and GAAP, collaborates with international accounting and finance teams, and identifies process improvements. The role requires at least two years of general ledger experience, accounting knowledge, Excel proficiency, and familiarity with Oracle Cloud ERP or similar systems.

Supports client and prospect education programs across Australia and New Zealand, primarily through conferences, events, and webcasts. Responsibilities include managing conference themes, agendas, presenters, webcast topics, speaker presentations, and communications with marketing and events teams. The role is a six-month fixed-term contract requiring strong organization, project management, communication, prioritization, and adaptability.

Supports client servicing and sales activities for an investment management firm's EMEA client group. Responsibilities include preparing client materials, managing records and reporting, conducting sales research, maintaining pipeline data, supporting events, responding to client queries, and improving processes. The role provides training in analytics tools, investment products, systems, and relationship management. Candidates need strong communication, attention to detail, integrity, analytical ability, initiative, and must hold or obtain the CFA IMC certificate or local equivalent.

Develop, upgrade, document, test, and support application services for the Equity Portfolio Management team. Build technology solutions, maintain software quality, contribute to user stories and work plans, document system operations, advise business and IT stakeholders, and provide third-level client support. The role requires collaboration across technology teams and business groups, with emphasis on automation, security, maintainable code, testing, and continuous improvement.

Design, build, and optimize internal data platforms, automated pipelines, semantic layers, and scalable data models. Develop production-grade Python and SQL code, ensure CI/CD and uptime, perform code reviews and debugging, partner with stakeholders to translate requirements, and own the end-to-end technical product lifecycle for analytics and BI tools.

Provides relationship management, client service, portfolio analysis, and analytical support for wealth management advisors. Responsibilities include explaining investment principles, educating advisors on portfolio solutions, preparing client analyses and marketing materials, maintaining CRM records, supporting business development, and collaborating with relationship managers and internal teams. The role also addresses practice management questions and develops knowledge of the advisor industry.

Supports wealth management relationship growth by educating financial advisors on investment principles and portfolio solutions, managing client requests, developing presentations, and partnering with senior relationship managers. The role builds advisor relationships, identifies client needs, addresses practice management issues, and supports new business development through analytical, communication, and industry expertise.

Provides relationship management and analytical support for wealth management clients and prospects. Responsibilities include explaining investment principles to financial advisors, educating clients on portfolio solutions, preparing portfolio analyses, supporting client service inquiries, maintaining CRM records, developing marketing materials and reports, and partnering with senior relationship managers to grow existing relationships and new business.

Supports relationship management and business development for wealth management clients. The role partners with senior relationship managers, educates financial advisors on investment principles and portfolio solutions, develops presentations, addresses practice management needs, facilitates client requests, and builds strong advisor relationships. It requires financial services experience, analytical and communication skills, and proficiency with Excel and Access.

Supports Regional Directors serving independent financial advisors through business development, client relationship management, investment education, presentations, practice management guidance, and coordination of client requests. The role requires strong investment knowledge, analytical and communication skills, financial industry experience, client travel, and securities licenses.

Supports Regional Directors and Senior Associates in managing client relationships and driving business growth across wealth management and institutional markets. Responsibilities include client support, business development, meetings, training sessions, and virtual and in-person events. The role requires strong communication, analytical ability, financial markets interest, attention to detail, initiative, teamwork, and proficiency in Microsoft Office.

Supports institutional sales and client relationship teams by preparing presentations, portfolio reviews, performance data, client reports, due diligence materials, questionnaires, RFPs, and marketing lists. Maintains CRM data, performs quality control, and coordinates with operations, portfolio management, research, legal, compliance, and marketing. Requires strong communication, organization, quantitative problem-solving, financial services interest, and securities licenses.

Principal Full-Stack Engineer responsible for designing, developing, testing, documenting, and supporting secure platform services across on-premises, cloud, and hybrid environments. Leads technical design, code reviews, mentoring, architecture improvements, CI/CD development, automation, integrations, production troubleshooting, and service roadmap planning. The role requires strong Python programming, REST API development, cybersecurity awareness, software testing, Agile practices, and experience operating highly available systems.

Supports Regional Directors and sales and client service teams serving independent financial advisors. Responsibilities include constructing portfolio analyses, discussing findings with clients, delivering investment webinars, answering client service questions, developing marketing materials, and researching capital markets and advisor practices. The role requires financial services experience, strong analytical and communication skills, Excel and Access proficiency, and obtaining SIE, Series 7, and Series 63/66 licenses within 12 weeks.