Associate Portfolio Manager

2 days ago

London, United Kingdom eFinancial Careers Full time

As an Associate Portfolio Manager, you will cover all aspects of managing portfolios starting as support for Portfolio Managers and working towards independently managing portfolios.

**Responsibilities**
- Responsible for all aspects of managing portfolios starting as support for Portfolio Managers and working towards independently managing portfolios within the guidelines defined by the Investment Committee.
- Monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm. This will include tasks such as trading foreign currency, issuing buy and sell instructions, electing on corporate actions, and evaluatingthe eligibility of securities.
- Provide verbal and written explanations of portfolios, performance, process, and other investment related issues.
- Structure and deliver presentations and other communication pieces which identify and quantify the value add of the Dimensional investment strategy to clients.
- Participate in the ongoing development of thought leadership by challenging current thinking and searching out new opportunities to deploy the investment philosophy.
- Work with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients’ investment needs.
- Project work focused on making the investment process as efficient as possible and improving where and how we can invest.
- Develop the skills needed to present to existing and prospective clients.

**Requirements**:

- Strong philosophical alignment with Dimensional’s investment strategy
- Background in finance and financial theory
- Excellent quantitative problem-solving and analytic skills
- Intellectual curiosity
- Solid communication and presentation skills
- Comfort with large data sets
- High attention to detail
- Strong time-management skills
- Aptitude for learning basic computer programming languages

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