Analyst/Associate, Investment Solutions – Portfolio Consulting Team

Dimensional Fund Advisors

. Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis .

Posted 10/20/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and the ability to interpret large data sets to provide insights for client engagements. Proficient in visualizing portfolio data and articulating investment concepts while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Data AnalysisPortfolio AnalyticsInvestment Concepts ArticulationProcess ImprovementInterpersonal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Statistical AnalysisAsset AllocationData VisualizationClient AnalyticsAnalytical Skills

Soft Skills

Problem SolvingIndependent JudgementMotivation to Self-TeachResponsiveness to FeedbackVerbal Communication

Industry Keywords

Asset ManagementCapital MarketsInvestment SolutionsClient Engagements

About the role

Key responsibilities & impact

Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis
Manage multiple competing deadlines
Independently analyze and interpret data to highlight relevant and useful insights for client engagements
Identify creative/effective ways to visualize portfolio data and investment concepts
Improve existing processes to help scale the business
Work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group on asset allocation, statistical analysis, bespoke client analytics, and other projects

Requirements

What you’ll need

Bachelor’s degree
A passion for the asset management industry and capital markets
Ability to contextualize detailed analysis in service of a strategic goal
Comfort working with large data sets
Excellent analytical, interpersonal, and verbal communication skills
Ability to articulate investment concepts
Ability to resolve problems effectively and exercise independent judgement
Motivated to self-teach skills and apply learned knowledge to relevant tasks
Eager to learn and responsive to constructive feedback and guidance
This role is not eligible for immigration sponsorship

Benefits

Comp & perks

Comprehensive benefits
Educational initiatives
Special celebrations of Dimensional’s history, culture, and growth