Analyst, Portfolio Management (Equities)

Location: Charlotte, United States; hybrid work arrangement

Company

hirify.global manages investment portfolios using a systematic approach based on financial economic research and expected returns.

What you will do

• Support portfolio cash management, including 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 and collaborate with senior team members on investment projects.
• Propose and execute projects that improve process efficiency and portfolio outcomes.
• Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group teams.

Requirements

• Bachelor’s degree.
• Understanding of and alignment with Dimensional’s investment strategy.
• Strong time-management, attention-to-detail, quantitative problem-solving, and analytical skills.
• Comfort working with large data sets and presenting information verbally.
• Background or interest in finance and financial theory.
• Aptitude for learning basic programming languages and software.

Nice to have

• Knowledge of SQL, VBA, and/or Excel.

Culture & Benefits

• Participation in the Analyst Development Program.
• Opportunities to become a junior lead for investment processes and develop toward portfolio management.
• Comprehensive employee and family benefits.
• Educational initiatives and programs supporting career development.

Hiring process

• The role includes collaboration with senior team members on ad hoc requests and projects as part of the development process.