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

Requirements

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

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysiscash managementportfolio managementquantitative problem-solvingfinancial theorycomputer programmingSQLVBAExcel

Soft Skills

time-managementattention to detailverbal communicationpresentation skillsanalytical skillsintellectual curiosity

Certifications

Bachelor’s degree