Dimensional’s Investment Solutions Group acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.
The Portfolio Consulting team provides a resource for clients who want to engage in discussions on asset allocation and fund selection. The team provides custom, in depth fund and portfolio analysis so that clients can make well informed investment decisions.
The Analyst/Associate will work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and interpersonal communication skills.
Responsibilities
Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.
Manage multiple competing deadlines.
Independently analyze and interpret data to highlight relevant and useful insights for client engagements.
Identify creative/effective ways to visualize portfolio data and investment concepts.
Improve existing processes to help scale the business.
Qualifications
Bachelor’s degree.
A passion for the asset management industry and capital markets.
Ability to contextualize detailed analysis (trees) in service of a strategic goal (forest).
Comfort working with large data sets.
Excellent analytical, interpersonal, and verbal communication skills.
Ability to articulate investment concepts.
Ability to resolve problems effectively and exercise independent judgement.
Motivated to self-teach skills and apply learned knowledge to relevant tasks.
Eager to learn and responsive to constructive feedback and guidance.
This role is not eligible for immigration sponsorship.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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.
Skills Required
- Bachelor's degree
- Passion for the asset management industry and capital markets
- Ability to contextualize detailed analysis in service of strategic goals
- Comfort working with large data sets
- Excellent analytical, interpersonal, and verbal communication skills
- Ability to articulate investment concepts
- Ability to resolve problems effectively and exercise independent judgement
- Motivated to self-teach skills and apply learned knowledge
- Eager to learn and responsive to constructive feedback and guidance
Dimensional Fund Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Dimensional Fund Advisors and has not been reviewed or approved by Dimensional Fund Advisors.
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Wellbeing & Lifestyle Benefits — Work–life balance is portrayed as notably strong and is often framed as part of the total package. Feedback suggests lifestyle and culture help offset only average cash levels for many roles.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and HSA/FSA options. An on‑site clinic in Austin and wellness programs are cited as meaningful adds to the overall offering.
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Leave & Time Off Breadth — PTO and holidays are characterized as generous, with parental leave and adoption assistance highlighted as part of the package. Feedback suggests time‑off policies are a consistent bright spot across locations where available.
Dimensional Fund Advisors Insights
What We Do
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.
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