Analyst, Portfolio Management

The Team & Role

The Portfolio Management group manages funds across multiple asset classes for clients ranging from large institutions (such as superannuation funds, sovereign wealth funds, private banks and wealth managers)) to financial advisors and individuals.

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. Portfolio Managers ensure client portfolios continually pursue the targeted premiums, provide traders with buy and sell candidate lists, outline trading parameters, and assist clients to understand Dimensional’s investment approach.

Analysts are responsible for performing a series of daily tasks to ensure that our portfolio management and trading processes run smoothly. The team of Analysts work collaboratively to share tasks which include but are not limited to: analysis of corporate actions and formulation of election recommendations for Portfolio Managers, review of market news and consideration of their potential impact on securities that are held across portfolios, daily reconciliation of client portfolios ensuring that cash balances are accurate and reflect all significant transactions. The work is operational and of crucial importance in the daily investment process.

Additionally, Analysts execute ad hoc requests from Portfolio Managers such as portfolio analysis, data requests, and research into relevant market and company-specific developments. Analysts may also complete longer-term projects that to improve Dimensional’s systematic portfolio implementation processes. Analysts will regularly coordinate with portfolio managers, traders, custodian banks, and Dimensional offices across the globe.

Qualifications

• Bachelor’s degree with demonstrated academic achievement

• Interest in financial markets and an understanding of Dimensional’s investment philosophy

• Must be detail oriented, organised, highly motivated and able to work both independently and in a team environment

• The ability to work to tight deadlines, to be adaptable and prioritise effectively is a necessary skill

• Ability to absorb and apply information from formal and informal learning experiences

• Strong communication and presentation skills, both written and verbal

• Prior exposure to programming and/or databases (Python, SQL, VBA) preferred

Why DFA

• CBD office location with harbour views

• Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility

• Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs

• Great career opportunities, both locally and potentially abroad

• Subsidized health insurance for individuals and family with several ‘nil-cost’ options available for individuals

• Access to our health and fitness incentive program

• Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more

• We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause

• Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to exam leave

• Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program

• Access to life and salary continuance insurance

• Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more

• Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces

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.