Analyst, Portfolio Management – Equities

Dimensional Fund Advisors

. Support cash management of portfolios with credit lines, currency hedges and cash forecasting .

Posted 11/5/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in cash management and portfolio analysis, with a solid understanding of finance and investment strategies. Proficient in collaborating across teams and presenting data effectively to stakeholders.

Highest-signal resume keywords

Cash ManagementPortfolio AnalysisSQLVBAQuantitative Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ForecastingData AnalysisProcess Efficiency ImprovementEquity Exposure MonitoringFinancial Theory Understanding

Soft Skills

Time-ManagementAttention to DetailVerbal CommunicationIntellectual Curiosity

Tools & Technologies

Excel

Industry Keywords

Investment StrategyCorporate EventsPortfolio Management

Tech Stack

Tools & technologies

SQLVBA

About the role

Key responsibilities & impact

Support cash management of portfolios with credit lines, currency hedges and cash forecasting
Analyze voluntary corporate events and recommend elections to Portfolio Managers
Prepare data for Portfolio Manager presentations to clients and internal executives
Complete ad hoc requests from Portfolio Managers
Propose and execute projects that increase process efficiency and improve portfolio outcomes
Collaborate across business functions and teams, both internal and external to the firm
Monitor portfolios, securities, and markets to consistently and efficiently deliver equity exposures
Perform daily tasks to ensure management and trading processes run smoothly
Interact with current and prospective clients
Participate in the Analyst Development Program and become junior leads of investment processes

Requirements

What you’ll need

Bachelor’s degree required
Demonstrated understanding of and alignment with Dimensional’s investment strategy
Time-management skills
High attention to detail and commitment to excellent work quality
Comfort with large data sets
Verbal communication and presentation skills
Excellent quantitative problem-solving and analytic skills
Intellectual curiosity
Background or interest in finance and financial theory
Aptitude for learning basic computer programming languages and software
Knowledge of SQL, VBA, and/or Excel is helpful
This job is not eligible for immigration sponsorship

Benefits

Comp & perks

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