Associate, Investment Analytics and Data (Investment Data Management)

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.
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Job Description:

The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional's long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients. The team also leads the development of the firm's investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient.

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.

Responsibilities:

• Support Dimensional's Fixed Income investment processes by ensuring tools and systems are built with appropriate business logic.

• Compile, cleanse, and manage large data sets from multiple sources to support investment systems.

• Research and evaluate vendor data to assess quality and recommend optimal consumption patterns.

• Conduct data analysis using SQL Server, Snowflake, and other structured/unstructured database technologies.

• Partner with Portfolio Management to address portfolio construction questions and perform related analysis.

• Collaborate with internal clients to gather and define requirements for core business systems, and then design, build, and test data pipelines in partnership with data engineer resources.

• Assist in shaping data architecture for internal distribution of investment data, including defining and building data structures for end-user consumption.

• Drive efficiency through automation, process design, and implementation.

• Mentor and provide guidance to junior analysts, fostering skill development and knowledge-sharing across the team.

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.

• Experience working in Agile/Scrum teams, writing business requirements, and communicating effectively with software engineers.

• Self-starter with proven ability to manage multiple projects and meet deadlines.

• Strong analytical and quantitative problem-solving skills.

• Attention to detail with the ability to connect findings to broader objectives and goals.

• Excellent communication skills with the ability to convey complex ideas and bridge investment professionals and engineering teams.

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.