Associate, Investment Analytics and Data (Portfolio Analytics)

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.

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• 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.

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• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients. The team also leads the development of the firm’s investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient.  

Investment Analytics and Data (IAD) is part of the Research Department within Dimensional. Data and data analysis are at the underpinnings of how Dimensional constructs and manages portfolios and works to provide the best investment experience possible for our clients. IAD is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. IAD is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional. The Portfolio Analytics team helps create tools to maintain and analyze data on the portfolio construction and trading process, as well as ad hoc analysis on strategy changes.

The Portfolio Analytics team seeks an Associate capable of supporting key initiatives underpinning our daily investment process. The work is team based and involves managing and monitoring data related to our ETF business. Success in the role will mean attention to detail and an in-depth understanding of our investment philosophy and associated systems with an eye to work on improving associated processes. This position can be either hybrid in-office or fully remote in California, North Carolina, or Texas.

Responsibilities:

• Manage deliverables to support the operations of Portfolio Analytics. Typical responsibility includes generation and monitoring of daily ETF baskets, ad-hoc basket simulations, monitoring and rebalances of ETF indices that Dimensional manages.

• Execute regular validations to ensure inputs to research and portfolio management are appropriate and accurate.

• Work with members of the investment teams to answer questions and perform analysis related to the constructions of portfolios, benchmarks, and other investments.

• Assist in systems architecture for generation of portfolio analytics data to internal clients and help define, build, and test data structures for exposure of data to end consumers.

• Define requirements and develop new processes, in partnership with teams across the organization.

• Contribute to ongoing efficiency efforts through automation, process design, and implementation.

Qualifications:

• Bachelor's degree in Economics/Finance, Mathematics, Statistics, Computer Science, Engineering, or a related field. Master’s degree preferred.

• Demonstrated capacity for and interest in quantitative work.

• Knowledge of databases and