Associate Portfolio Manager/portfolio Manager

Notes to applicants:

- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

**Job Description**:
The Portfolio Management Team

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. Portfolios are structured to target sources of higher expected return that have been identified and vetted by academia and Dimensional’s research team.

The Opportunity

As an Associate Portfolio Manager/Portfolio Manager, you will be responsible for all aspects of managing portfolios. This includes identifying buys and sells in a systematic manner and partnering with trading teams globally to implement those decisions. The Associate Portfolio Manager/Portfolio Manager is also required to have excellent verbal and written communication skills alongside general investment knowledge, as the role will support investment conversations with existing and prospective clients and may assist with investment stewardship conversations with companies in the Asia ex-Japan region. Because of the unique nature of Dimensional’s investment philosophy and process, new members of the portfolio management team go through an extensive training program on our portfolios and systems for the first several months. We welcome individuals who are motivated to learn and enjoy working in a data-driven environment to apply.

**Responsibilities**:

- Issuing buy and sell trades
- Monitor portfolio characteristics and portfolio structure
- Manage foreign currency
- Elect on corporate actions
- Evaluate security eligibility for portfolios
- Identify areas of improvement in the investment process and propose solutions
- Collaborate across business functions and teams
- Present to existing and prospective clients; track record of building business preferred
- Potential to lead engagement calls with portfolio companies

Desired Experience and Traits
- Strong understanding of and alignment with Dimensional’s investment philosophy and strategy design
- Strong time management and project management skills
- High attention to detail and excellent work quality
- Experience with analyzing and interpreting large data sets
- Strong communication and presentation skills
- Excellent quantitative problem-solving and analytical skills
- Intellectual curiosity
- Track record of success in a team-based environment
- Knowledge of finance and financial theory and broad interest in the financial markets
- Entrepreneurial mindset
- Commitment to improving processes and efficiency for self and teammates

Preferred Qualifications
- MBA or equivalent advanced degree and/or CFA
- Ideally 5 years or more of total professional experience, with 1-3 years of experience in direct equity portfolio management and conducting investment conversations. Title of Associate Portfolio Manager versus Portfolio Manager to depend on level of past experience.
- Business fluency in a regional language is a positive
- Experience in SQL or any statistical programming language (or willingness to learn such)

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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.