Investment Associate – Portfolio Management recruitment
Dimensional is an independently-owned company whose primary business is investment management. This gives the firm flexibility to address clients’ investment needs in creative and powerful ways. Dimensional was founded in 1981 on a set of ideas that revolutionised financial economics: it is possible to add value without trying to pick stocks or bonds or outguess the market. In markets where securities are freely traded, their prices are almost always fairly valued which provides an opportunity for investors to benefit from the natural relationship that exists between risk and return. By systematically focusing on the dimensions of risk that are worth taking—and avoiding those that are not—Dimensional’s strategies are designed to deliver higher expected returns. Implementation is critical. Keeping costs low will increase net returns. Value can be added through the use of cutting-edge portfolio management and trading techniques.
Position:
This position will be responsible for oversight of portfolio processes and for performing certain day-to-day functions for specific portfolios or groups of portfolios. The position will also support the client service and marketing functions with occasional travel possible.
Responsibilities:
- Monitor portfolio characteristics
- Manage portfolio cash levels
- Generate orders under supervision of Portfolio Managers
- Review and execute FX trades
- Analyze and instruct on corporate action events
- Communication with Portfolio Managers, Traders, foreign offices, and custodian banks
- Oversee portfolio reconciliation
- Assist with portfolio reporting, including returns, market value calculations, and characteristics
- Special projects including portfolio characteristics analysis, index rebalance analysis, and ad hoc data requests
Qualifications:
- MBA or other advanced degree is required
- Previous client facing and presenting experience is essential
- Strong interpersonal skills
- Strong communication skills (verbal and written)
- Detail oriented, organized, highly motivated and able to work independently and in a team environment
- Interest in financial markets
- Proficiency in MS Excel
- Knowledge of databases (MS Access, SQL) preferred
- Previous exposure to capital markets a plus (e.g. trading, investment banking, consulting, asset management, hedge funds)
Due to the number of applications we receive, we will only be able to respond to successful applicants.
Dimensional is committed to equal opportunities for all employees and job applicants. Employment with Dimensional is conditional upon evidence of your entitlement to work in the United Kingdom and successful completion of the Company’s background checking process.