Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.
The Portfolio Management team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.
As an Associate Portfolio Manager, you will cover all aspects of managing portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients.
Responsibilities
Responsible for all aspects of managing portfolios. This will include tasks such as trading foreign currency, issuing buy and sell instructions, electing on corporate actions, and evaluating the eligibility of securities.
Monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm.
Identify buy and sell candidates in a systematic manner and partner with trading teams globally to implement those decisions.
Provide verbal and written explanations of portfolios, performance, process, and other investment related issues internally and to both existing and prospective clients.
Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy the investment philosophy.
Work with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs.
Project work focused on making the investment process as efficient as possible and improving where and how we can invest.
Requirements
Strong philosophical alignment with Dimensional’s investment strategy
Background in finance and financial theory
Experience in financial markets via asset management, broker-dealers, or financial institutions
Understanding of competitive landscape in equity ETFs and mutual funds
Excellent quantitative problem-solving and analytic skills
Strong communication and presentation skills
High attention to detail, project management experience a plus
Strong time-management skills
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
- Strong philosophical alignment with Dimensional's investment strategy
- Background in finance and financial theory
- Experience in financial markets via asset management, broker-dealers, or financial institutions
- Understanding of competitive landscape in equity ETFs and mutual funds
- Excellent quantitative problem-solving and analytic skills
- Strong communication and presentation skills
- High attention to detail, project management experience a plus
- Strong time-management skills
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.
-
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.
-
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.
-
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.
