Internship in Portfolio Management (Undergraduate & Master's)

Posted:
8/19/2024, 5:00:00 PM

Location(s):
Austin, Texas, United States ⋅ Charlotte, North Carolina, United States ⋅ Texas, United States ⋅ North Carolina, United States

Experience Level(s):
Internship

Field(s):
Finance & Banking

Workplace Type:
Hybrid

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.

  • 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:

Dimensional Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2025 summer internship program. This ten-week program will expose interns to the day-to-day activities of an Analyst in Portfolio Management group.

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy. Portfolios are structured to target sources of higher expected return that have been identified and vetted by academia and Dimensional’s research team. Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. 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.

The Portfolio Management team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. 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.

Internships involve extensive projects working directly with Portfolio Managers on relevant investment topics such as trading cost analysis and portfolio engineering. Interns will gain in-depth knowledge of investment projects and present project results to management. Similar to the duties of an Analyst, interns are also responsible for supporting the day-to-day needs of the International Portfolio Management desk and investment staff.

Qualifications

  • Minimum GPA of 3.2; pursuing an undergraduate or specialized Master’s degree with an expected graduation date of December 2025 - June 2026
  • Interest in financial markets and passionate about improving the investment experience
  • Excellent quantitative problem-solving and analytic skills
  • Strong communication skills (verbal and written)
  • Detail-oriented, organized, highly motivated, and able to work independently and in a team environment
  • Self-starter who is capable of managing multiple projects and meeting deadlines
  • Proficiency in MS Excel
  • Knowledge of databases (MS Access, SQL) preferred
  • Knowledge of Python preferred
  • Ability to absorb and apply information from formal and informal learning experiences
  • Must be authorized to work in the United States without employer sponsorship

    

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.