Portfolio Manager Portfolio Manager …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Last application, 12 Aug 20
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Last application, 12 Aug 20
Portfolio Manager
Associate Portfolio Manager Charlotte/en-US/DFA_Careers/job/Charlotte/Portfolio-Manager_2020-5497/apply

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

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

As an Associate Portfolio Manager, you will cover all aspects of managing portfolios starting as support for Portfolio Managers and working towards independently managing portfolios Associate Portfolio Managers monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm. This includes identifying buys and sells in a systematic manner and partnering with trading teams globally to implement those decisions. This role reports to a senior member of the Portfolio Management team and could be based in the Charlotte, Austin, or Santa Monica office.


The role also involves project work focused on making the investment process as efficient as possible and improving where and how we can invest. On a daily basis, Associate Portfolio Managers are responsible for portfolio maintenance involving tasks such as trading foreign currency, issuing buy and sell trades, electing on corporate actions, and evaluating securities liquidity. Finally, Associate Portfolio Managers develop the skills needed to present to existing and prospective clients.


  • An MBA degree is required
  • At least three years of relevant full-time work experience
  • Strong philosophical alignment with Dimensionals investment strategy
  • Background in finance and financial theory
  • Excellent quantitative problem-solving and analytic skills
  • Intellectual curiosity
  • Solid communication and presentation skills
  • Comfort with large data sets
  • High attention to detail
  • Strong time-management skills
  • Aptitude for learning basic computer programming languages

Please include a cover letter with your application materials.

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.

Posted 2 Days AgoFull time2020-5497

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $609 billion globally as of December 31, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.