More jobs:
Analyst, Portfolio Management – Equities
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
- Support cash management of portfolios with credit lines, currency hedges and cash forecasting
- Analyze voluntary corporate events and recommend elections to Portfolio Managers
- Prepare data for Portfolio Manager presentations to clients and internal executives
- Complete ad hoc requests from Portfolio Managers
- Propose and execute projects that increase process efficiency and improve portfolio outcomes
- Collaborate across business functions and teams, both internal and external to the firm
- Perform daily tasks to ensure management and trading processes run smoothly
- Monitor portfolios, securities, and markets to deliver equity exposures efficiently
- Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and Global Client Group teams
- Participate in the Analyst Development Program and potentially become junior leads of investment processes
- Bachelor’s degree required
- Demonstrated understanding of and alignment with Dimensional’s investment strategy
- Time-management skills
- High attention to detail and commitment to excellent work quality
- Comfort with large data sets
- Verbal communication and presentation skills
- Excellent quantitative problem-solving and analytic skills
- Intellectual curiosity
- Background or interest in finance and financial theory
- Aptitude for learning basic computer programming languages and software
- Knowledge of SQL, VBA, and/or Excel is helpful
- This job is not eligible for immigration sponsorship
Demonstrates strong analytical skills and attention to detail in cash management and portfolio analysis, with a solid understanding of finance and investment strategies. Proficient in collaborating across teams and presenting data effectively to stakeholders.
Highest-signal resume keywords- Cash Management
- Portfolio Analysis
- SQL
- VBA
- Excel
- Cash Management
- Portfolio Analysis
- Quantitative Problem-Solving
- Data Analysis
- Financial Theory
- Time-Management
- Attention to Detail
- Verbal Communication
- Presentation Skills
- Intellectual Curiosity
- Investment Strategy
- Corporate Events
- Process Efficiency
- Equity Exposures
- Analyst Development Program
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