Jobs at Dimensional Fund Advisors

Supports institutional sales and client relationship teams by preparing presentations, portfolio reviews, performance data, client reports, due diligence materials, questionnaires, RFPs, and marketing lists. Maintains CRM data, performs quality control, and coordinates with operations, portfolio management, research, legal, compliance, and marketing. Requires strong communication, organization, quantitative problem-solving, financial services interest, and securities licenses.

Supports Regional Directors and sales and client service teams serving independent financial advisors. Responsibilities include constructing portfolio analyses, discussing findings with clients, delivering investment webinars, answering client service questions, developing marketing materials, and researching capital markets and advisor practices. The role requires financial services experience, strong analytical and communication skills, Excel and Access proficiency, and obtaining SIE, Series 7, and Series 63/66 licenses within 12 weeks.

Leads investment sales enablement and strategic alignment for global distribution efforts. Develops investment training, educational content, and scalable programs; partners with client, distribution, marketing, product, and portfolio teams; evaluates program effectiveness; serves as an investment subject matter expert; supports client engagements and industry events; and leads cross-functional initiatives.

Supports financial institution and insurance client relationships through outbound sales calls, client service, prospecting, CRM management, reporting, performance materials, and fund-related content. The role partners with internal wholesalers, Regional Directors, and Marketing while developing expertise in investment solutions and insurance distribution. Some travel may be expected.

Supports CRM and sales technology products by gathering requirements, translating business needs into scalable solutions, coordinating projects and workstreams, maintaining data quality, analyzing large datasets, supporting users, documenting processes, and contributing to product roadmaps and prioritization.

Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.

Nine-week, fully in-person internship supporting Investment Engineering through investment data management, portfolio and strategy analysis, tool development, data-structure design, reporting, automation, and process improvement. Interns work on individual and team projects using quantitative reasoning, computational skills, and programming to support portfolio management, sales, and internal and external reporting processes.

Nine-week marketing internship supporting brand and messaging initiatives within an asset management firm. Interns will collaborate with marketing, sales, investment, and executive teams; contribute to marketing materials; conduct research on a high-priority initiative; and present findings and recommendations to department leadership. The role requires strong communication, analytical, organizational, teamwork, project management, and computer skills, with an interest in financial markets.

Nine-week, fully in-person internship supporting Dimensional’s Research Department. Interns analyze portfolios and investment strategies, run simulations, conduct empirical research on asset pricing and economics, review academic papers, present findings, and address questions from investment and client services teams using quantitative, analytical, and programming skills.

Full-stack software engineer supporting portfolio systems: design, implement, and maintain databases, APIs, processing services, async pipelines, and component front ends; participate in code reviews, mentorship, and support triage.

Manage production and delivery of global marketing campaigns and materials. Scope projects, create schedules, coordinate cross-functional teams, track progress, ensure compliance, and document process improvements.

Support Regional Directors and Senior Associates in relationship management and business development for institutional clients. Prepare presentations, compile performance and analytical materials, manage due diligence and RFP responses, maintain CRM, build marketing lists, ensure data quality, and coordinate with internal teams. Some travel required.

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.

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.

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.

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.

Lead regional business development and relationship management for assigned territory and distribution channels. Drive new client acquisition, grow AUM and revenues, present investment capabilities, coordinate client service teams, act as company ambassador, and support sales and marketing efforts.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

As an Associate Portfolio Manager, manage portfolios, trade assets, interact with clients, and enhance investment processes aligning with Dimensional's strategy.

Design, develop, test, document, and support scalable Python data applications and services for an enterprise investment data warehouse. Build and optimize data pipelines spanning ingestion, validation, integration, storage, and delivery. Develop high-performance data-transfer tools, CI/CD pipelines, secure APIs, and production support solutions. Collaborate with analysts, product owners, project managers, and business stakeholders while contributing to code reviews, documentation, and technical strategy.