Teams at Dimensional Fund Advisors

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 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.

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.