обновлено 13 дней назад
Associate Portfolio Manager (MBA)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Portfolio Manager (MBA) (ETFs and Equity Portfolios): Managing ETFs and equity portfolios through systematic trading, portfolio monitoring, and global market implementation with an accent on investment process discipline, ETF market quality, and client communication. Focus on evaluating securities, managing ETF creations and redemptions, coordinating with global trading teams, and explaining investment strategies to clients.
Location: Austin, United States; hybrid
Company
manages investment funds and ETFs using a systematic, research-driven investment philosophy.
What you will do
- Manage ETFs and other equity portfolios, including issuing global buy and sell instructions, creating and redeeming ETF baskets, trading foreign currency, handling corporate actions, and evaluating security eligibility.
- Monitor ETF characteristics and maintain portfolio structures through a systematic, process-driven approach.
- Identify portfolio changes and partner with global trading teams to implement investment decisions.
- Work with Capital Markets to improve ETF market quality and manage fund flows efficiently.
- Explain fund performance, investment processes, and investment theses to internal stakeholders, existing clients, and prospective clients.
- Collaborate with Sales, Marketing, Consultant, Client Services, and other departments on client needs and investment-process projects.
Requirements
- Currently enrolled in an MBA program with expected graduation between December 2026 and June 2027.
- At least 5 years of experience in financial services.
- Bachelor’s degree.
- Strong quantitative problem-solving, analytical, communication, and presentation skills.
- Comfort working with large datasets, strong attention to detail, and effective time management.
- This role is not eligible for immigration sponsorship.
Nice to have
- Knowledge of SQL, VBA, and Excel.
- Aptitude for learning basic programming languages.
- Strong alignment with Dimensional’s investment strategy and intellectual curiosity.
Culture & Benefits
- Collaboration across Portfolio Management, Trading, Research, Technology, Legal, Compliance, Operations, and Client teams.
- Comprehensive benefits supporting employees, families, and careers.
- Educational initiatives and programs supporting professional development.
- Hybrid work arrangement.
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