Associate, Investment Analytics and Data, Private Equity
Job Overview
Skills & Requirements
Python
Essential skill for this role
SQL
Essential skill for this role
Teams
Essential skill for this role
Bloomberg
Essential skill for this role
Qualifications & Education
Experience Required
2-5
Qualifications
Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, Engineering, Business, or a related field. Master’s degree and/or professional certifications (e.g. CFA) preferred. 3-5+ years of experience working with large investment datasets, performing quantitative analysis, and leveraging SQL, Python, or similar data management tools. Strongly preferred: experience working with Fixed Income data sets and vendor platforms (Bloomberg, Factset, Refinitiv, Morningstar, etc.). Demonstrated interest and passion for financial markets.
About the Role
Associate, Investment Analytics and Data (Investment Data Management)
Curated brief to help you tailor your application.
Credential Spotlight
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- CFACall out CFA exam level, passes, or charterholder status.
Skills Snapshot
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Notes
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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.
Inside the Program
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Investment Analytics and Data (IAD) is part of the Research Department within Dimensional. Data and data analysis are at the underpinnings of how Dimensional constructs and manages portfolios and works to provide the best investment experience possible for our clients. IAD is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. IAD is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional. The Investment Data Management team primary responsibilities involve overseeing the incoming base-level data and the centralized management and distribution of investment data to Dimensional’s internal Portfolio Management, Trading, and Reporting systems.
The Investment Data Management team seeks an Associate capable of supporting key initiatives underpinning our daily implementation process. This role will work within the Fixed Income Data team to analyze the quality of Fixed Income investment data within Dimensional, including security reference, prices, ratings, and all other data crucial to the investment process. They will be a subject matter expert in the team’s existing data products and work to design new products. Success in this role will mean delivering clean, accurate data to internal as well as external clients in a timely manner, being creative at finding different ways to analyze and present relevant investment data and enhancing operational efficiencies at Dimensional to deliver value-added investment solutions to our clients.
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