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Internship
Financial Services
Nine-week, fully in-person internship supporting Global Client Group Sales Operations. Responsibilities include collecting and analyzing data for sales initiatives, developing business intelligence capabilities with Power BI and Snowflake, improving data automation, maintaining process documentation, supporting reporting, and communicating project needs. Interns will gain exposure to sales enablement, data governance, reporting, and investment operations while working collaboratively across teams.
Top Skills: ExcelPower BIPythonSnowflakeSQL
2 Months AgoSaved
In-Office
2 Locations
Junior
Junior
Financial Services
Supports sales operations by maintaining client, asset, cash flow, and CRM data accuracy. Processes vendor data, identifies discrepancies, supports data governance, documents processes, communicates analyses, and helps define requirements for business systems and projects. Collaborates with sales, operations, technology, and global stakeholders to improve data-informed decision-making and reporting.
Top Skills: ExcelMicrosoft Dynamics CrmPower BIPythonSnowflakeSQLTableau
Internship
Financial Services
Nine-week summer internship supporting Dimensional’s Global Client Group. Interns will assist with day-to-day client support, complete presentation and analytical projects, apply academically backed investment principles, and present project results to the team. The role involves collaborating with asset management professionals and supporting relationships with financial advisors, institutions, consultants, and other global clients.
Top Skills: Microsoft AccessExcelMicrosoft Powerpoint
Internship
Financial Services
Nine-week summer internship supporting Dimensional's Global Client Group. Interns assist with client-facing support, develop presentation and analytical projects, apply academic investment principles, and present findings to the team. Emphasis on communication, quantitative analysis, organization, and teamwork.
Top Skills: AccessExcelPowerPoint
Internship
Financial Services
Nine-week, in-person summer internship exposing undergraduate and masterlevel students to daily Portfolio Management analyst work. Interns complete data-driven projects to improve investment implementation, support daily strategy desk tasks, collaborate with PMs and cross-functional teams, and present findings to senior management.
Top Skills: Excel
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2 Months AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
Manage ETFs and equity portfolios through systematic, process-driven daily oversight: trade execution, create/redeem baskets, currency trades, corporate actions, and portfolio monitoring. Collaborate with Trading, Capital Markets, Sales, and client teams; present fund strategy and performance to clients; and lead projects to improve investment processes.
Top Skills: ExcelSQLVBA
Reposted 2 Months AgoSaved
In-Office
Austin, TX, USA
Mid level
Mid level
Financial Services
The Manager, Investment Tax oversees investment tax issues, supports portfolio management with tax-loss harvesting, ensures compliance, and manages financial reporting cycles.
Top Skills: AlteryxMicrosoft Office SuitePower BI
Reposted 2 Months AgoSaved
In-Office
Austin, TX, USA
Mid level
Mid level
Financial Services
Produce academically grounded empirical research on portfolio construction and implementation, run simulations and econometric tests, analyze large datasets, collaborate with investment and sales teams to develop client solutions, publish white papers and present findings at seminars and conferences.
Top Skills: CC#C++FortranJavaMatlabPythonRSASSQL
Reposted 2 Months AgoSaved
In-Office
Santa Monica, CA, USA
81K-118K Annually
Mid level
81K-118K Annually
Mid level
Financial Services
Support Regional Directors serving RIAs by performing complex portfolio analyses, presenting findings, delivering educational webinars, answering advisor inquiries, contributing to marketing materials, and applying capital markets research to client portfolio management. Requires some travel and team collaboration.
Top Skills: AccessExcel
Reposted 2 Months AgoSaved
In-Office
Austin, TX, USA
Mid level
Mid level
Financial Services
Support Equity Product Specialist team by analyzing market and fund data, creating performance commentary and charts, producing client-facing communications, ensuring data quality, educating clients and sales, and improving product offerings through feedback.
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