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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Investment Analytics and Data (IAD) is part of the Research Department within Dimensional. 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.

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 query language (T-SQL) is highly preferred.

• Experience with programming languages (C#, Python) is highly preferred. Experience working with large data sets is preferred.

• Experience in ETFs, ETF basket generation, and mutual fund data is highly preferred.

• Experience with the Agile methodology of software development is preferred.

• Experience with software Quality Engineering or Quality Assurance is preferred.

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.