Talent.com
Associate ETF Portfolio Manager
Associate ETF Portfolio ManagerDimensional Fund Advisors, L.P. • Charlotte, NC, United States
[error_messages.no_longer_accepting]
Associate ETF Portfolio Manager

Associate ETF Portfolio Manager

Dimensional Fund Advisors, L.P. • Charlotte, NC, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
  • The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description :

Portfolio Management is responsible for the daily oversight and management of Dimensional's ETFs and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.

The Portfolio Management team ensures that Dimensional's ETFs deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.

As an Associate ETF Portfolio Manager, you will cover all aspects of managing ETFs and other types of portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients.

Responsibilities

  • Responsible for all aspects of managing ETFs and other types of portfolios. This will include tasks such as issuing buy and sell instructions in global markets, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating the eligibility of securities.
  • Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions.
  • Partner with Capital Markets to enhance ETF market quality and efficiently manage flows.
  • Provide verbal and written explanations of Dimensional ETFs, performance, process, and other investment related issues internally and to both existing and prospective clients.
  • Challenge current thinking and search out new opportunities to continually evolve Dimensional's investment offerings.
  • Collaborate with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients' investment needs.
  • Project work focused on making the investment process as efficient as possible.
  • Requirements

  • Strong philosophical alignment with Dimensional's investment strategy Background in finance and financial theory
  • Experience in financial markets via asset management, broker-dealers, or financial institutions
  • Understanding of competitive landscape in equity ETFs and mutual funds
  • Experience in ETF industry a plus
  • Excellent quantitative problem-solving and analytic skills
  • Strong communication and presentation skills
  • High attention to detail, project management experience a plus
  • Strong time-management skills
  • 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.

    [job_alerts.create_a_job]

    Portfolio Manager • Charlotte, NC, United States

    [internal_linking.similar_jobs]
    Portfolio Analyst

    Portfolio Analyst

    Allspring Global Investments • Charlotte, NC, United States
    [job_card.full_time]
    Work where your ideas have impact.Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Manager

    Portfolio Manager

    VirtualVocations • Charlotte, North Carolina, United States
    [job_card.full_time]
    A company is looking for a Portfolio Manager to oversee contract operations and ensure successful execution of business development activities. Key Responsibilities Oversees and manages multiple c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Strategist

    Portfolio Strategist

    Horizon Investments • Charlotte, NC, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    The Portfolio Strategist is an investment management role supporting Horizon's consulting clients.The primary responsibilities of this role include portfolio construction and monitoring, manager du...[show_more]
    [last_updated.last_updated_30]
    Accounting Manager

    Accounting Manager

    Vaco by Highspring • Claremont, NC, US
    [job_card.permanent]
    Reporting to the VP of Finance, the Accounting Manager will lead the day-to-day financial accounting and administrative activities with functional responsibility over the general ledger, accounts p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    Synchrony • Charlotte, NC, United States
    [job_card.full_time]
    As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full own...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Truist Inc • Charlotte, NC, United States
    [job_card.full_time] +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance Modernization Senior Associate

    Finance Modernization Senior Associate

    Grant Thornton • Charlotte, NC, United States
    [job_card.full_time]
    As a Business Consulting Senior Associate, you’ll be responsible for business process analysis, requirements definition efforts for remediating gaps, cost and cycle time analysis / remediation, and t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Assistant Portfolio Manager

    Assistant Portfolio Manager

    Invitation Homes • Charlotte, NC, United States
    [job_card.full_time]
    Invitation Homes is a fast-paced evolving company, offering high-quality homes for lease in desirable neighborhoods across America. As the nation's premiere home leasing company, we own, lease and o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Multi-Family RE Portfolio Manager (Charlotte, NC))

    Multi-Family RE Portfolio Manager (Charlotte, NC))

    Royal Bank of Canada • Charlotte, NC, United States
    [job_card.full_time]
    Multi-Family RE Portfolio Manager - Charlotte, NC.RBC Capital Markets - RBC Community Investments (www.Royal Bank of Canada (RBC) firm, is a leading national syndicator of State and Federal Low Inc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SSG Portfolio Manager Sr

    SSG Portfolio Manager Sr

    City National Bank • Charlotte, NC, United States
    [job_card.full_time]
    The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Commercial Real Estate Portfolio Manager - SREF Hospitality

    Associate Commercial Real Estate Portfolio Manager - SREF Hospitality

    Wells Fargo • Charlotte, NC, United States
    [job_card.full_time]
    Wells Fargo is seeking an Associate Commercial Real Estate Portfolio Manager to asset manage an assigned group of commercial real estate loans for the Specialty Real Estate Finance (SREF) group.SRE...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Investment Funds - Associate

    Investment Funds - Associate

    Mosaic Recruits • Charlotte, NC, US
    [job_card.full_time]
    Charlotte, New York, Los Angeles.A background in investment management and fund formation is required.Our dynamic, multi-disciplinary team is known for representing private equity funds, hedge fund...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Accounting Business / Program Lead

    Portfolio Accounting Business / Program Lead

    Capgemini • Fort Mill, SC, United States
    [job_card.full_time]
    Portfolio Accounting Business / Program Lead.San Diego CA / Fort Mills SC (Day One Onsite - Hybrid).WM (wealth Management) middle and backoffice tech or operations. Experience working on Portfolio acc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Prime Brokerage (ETF, capital markets)

    Prime Brokerage (ETF, capital markets)

    Cognixia • Charlotte, NC, United States
    [job_card.full_time]
    Collabera is a leading Digital Solutions company providing software engineering solutions to the world's most tech-forward organizations. With more than 25 years of experience, we have hired over 17...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Management Consultant

    Portfolio Management Consultant

    AccruePartners • Charlotte, NC, United States
    [job_card.full_time]
    Join AccruePartners Consulting Solutions.Supporting a healthcare organization undergoing a large-scale Salesforce Health Cloud re-architecture focused on workflow modernization, automation, and imp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    AI Portfolio Management Leader

    AI Portfolio Management Leader

    First Citizens Bank • Charlotte, NC, United States
    [job_card.full_time]
    This leader will manage the end-to-end process framework for delivering and overseeing AI use cases and capabilities across the company, from discovery and ideation, to elaboration and design, to e...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior I&C Project / Portfolio Manager

    Senior I&C Project / Portfolio Manager

    Jacobs • Charlotte, NC, United States
    [job_card.full_time]
    We're looking for an experienced and collaborative Senior I&C Project / Portfolio Manager in Charlotte, NC who will build strategic business partnerships and deliver Instrumentation and Control (I&C)...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior I&C Project / Portfolio Manager

    Senior I&C Project / Portfolio Manager

    Jacobs Engineering Group Inc. • Charlotte, NC, United States
    [job_card.full_time]
    Charlotte, North Carolina, United States.At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission‑c...[show_more]
    [last_updated.last_updated_1_day] • [promoted]