Associate, Investment Analytics and Data (Investment Data Management)

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 dataand enhancing operational efficiencies at Dimensional to deliver value-added investment solutions to our clients.

Responsibilities :

Support Dimensional'sFixed Income investment processesby ensuring tools and systems are built withappropriate 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 recommendoptimal consumption patterns.

Conduct data analysisusing SQL Server, Snowflake, and other structured / unstructured database technologies.

Partner with Portfolio Management toaddress 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 forend-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 inFinance, 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 passionfor 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 meetdeadlines.

Strong analytical and quantitative problem-solving skills.

Attention to detail withthe ability to connectfindings to broader objectives and goals.

Excellent communicationskillswith the ability to convey complex ideas andbridge 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.