Jobs at Dimensional Fund Advisors

Architects and automates secure, scalable database platform provisioning, configuration, monitoring, remediation, and security. Troubleshoots complex database systems, establishes engineering and deployment standards, applies infrastructure as code and CI/CD practices, and collaborates with business and technology teams. The role supports cloud, containerized, SQL and NoSQL database environments, REST APIs, Kafka, and automated platform delivery.

Analyze, cleanse, and manage investment data from multiple sources, evaluating vendor data quality and supporting portfolio management, trading, compliance, and reporting systems. The role develops business logic, data structures, pipelines, testing processes, and automation while helping define new data products and improve operational efficiency. It also requires collaboration with internal stakeholders and data engineers, plus mentoring junior analysts.

Design, develop, test, document, and support scalable Python data applications and services for an enterprise investment data warehouse. Build and optimize data pipelines spanning ingestion, validation, integration, storage, and delivery. Develop high-performance data-transfer tools, CI/CD pipelines, secure APIs, and production support solutions. Collaborate with analysts, product owners, project managers, and business stakeholders while contributing to code reviews, documentation, and technical strategy.

Leads investment sales enablement and strategic alignment for global distribution efforts. Develops investment training, educational content, and scalable programs; partners with client, distribution, marketing, product, and portfolio teams; evaluates program effectiveness; serves as an investment subject matter expert; supports client engagements and industry events; and leads cross-functional initiatives.

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, 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 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.

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.

Provides front- and back-of-house reception, visitor and call management, office administration, facilities coordination, vendor liaison, supply management, new-starter setup, and onsite conference and event support for a Melbourne investment-firm office.

Develops institutional investor relationships within an assigned territory, identifies sales opportunities, leads technical investment discussions, and coordinates sales, marketing, investment management, and client service teams. Advises sophisticated institutional clients, including defined contribution, defined benefit, endowment, and foundation organizations, while communicating the firm's investment philosophy and delivering high-quality client service.

Supports financial institution and insurance client relationships through outbound sales calls, client service, prospecting, CRM management, reporting, performance materials, and fund-related content. The role partners with internal wholesalers, Regional Directors, and Marketing while developing expertise in investment solutions and insurance distribution. Some travel may be expected.

Supports CRM and sales technology products by gathering requirements, translating business needs into scalable solutions, coordinating projects and workstreams, maintaining data quality, analyzing large datasets, supporting users, documenting processes, and contributing to product roadmaps and prioritization.

Manages portfolio management projects, investment strategy and process changes, account launches and transitions, and technology improvements. Coordinates with global operations, technology, and portfolio management teams to prioritize initiatives, resolve barriers, manage operational risks, document processes, and deliver projects from inception through completion. Builds cross-functional relationships, communicates complex processes, and identifies opportunities for continuous improvement within investment management operations.

Supports Regional Directors in developing business opportunities and servicing Australian financial institution clients. Responsibilities include explaining investment principles, educating advisors, coordinating complex client responses, mentoring associates, conducting portfolio analyses, presenting findings, delivering investment webinars, and building client relationships. The role requires strong financial services experience, analytical and communication skills, and travel with Regional Directors.

Supports institutional client relationship management, business development, retention, and sales activities. Responsibilities include presenting investment strategies, conducting industry research, addressing client inquiries, identifying opportunities, coordinating client requests, preparing educational presentations, and mentoring associates. The role partners with sales, consultant, marketing, portfolio management, and analytics teams while developing relationships with institutional investors and intermediaries.

Nine-week technology internship for undergraduate or specialized master’s students. Interns receive engineering mentorship, participate in Agile projects, develop creative technical solutions, and own a project that delivers business value. Responsibilities include presenting project outcomes to stakeholders and gaining exposure to financial services technology. Candidates should have application development, automated testing, version control, and familiarity with DevOps, databases, server infrastructure, or cybersecurity.

Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.

Generate and quality-control high-volume customized and standardized client reports on weekly, monthly, and quarterly schedules. Complete due diligence questionnaires, investigate client inquiries, maintain data integrity with vendors and intermediaries, and prepare materials for portfolio management, client groups, marketing, and presentations. Collaborate across departments, communicate findings, meet deadlines, and develop expertise in the firm’s investment philosophy and processes.

Supports Global Client Group Sales Operations through client report preparation, quality control, reconciliations, information requests, database maintenance, business statistics, and reporting initiatives. The intern will use internal and third-party data, assist business development activities, communicate project updates, and learn systems supporting standardized and customized client reporting.

Provides legal counsel to the firm's global investments function, focusing on ETF offerings and operations, portfolio management, securities laws, compliance programs, shareholder filings, corporate actions, board materials, and outside counsel oversight. Advises internal teams on U.S. and international legal requirements and translates complex regulations into practical guidance.