Senior Associate, Portfolio Management Operations
Dimensional is a privately owned global investment manager serving select financial advisors and institutional clients. Since 1981, our entrepreneurial, collaborative culture has attracted exceptionally talented people from both inside and outside the financial industry—including the academic community. Academic research forms the foundation of all Dimensional investment strategies and guides the design, management, and implementation of client portfolios. This approach has helped lead to enduring client relationships, many of which date back decades.
Headquartered in Austin, Texas, with offices around the world, Dimensional manages approximately $1.1 trillion in assets under management (as of June 30, 2026).
The Portfolio Management Operations Group sits within the broader Portfolio Management department and is responsible for leading new fund launches and solution changes, driving and managing improvements to the investment process and associated technology, and supporting department planning and communication. The Senior Associate, PM Operations will be responsible for facilitating a variety of different investment changes such as strategy transitions, process improvements, and managing various team projects from inception to completion. This will require maintaining positive cross-department relationships to achieve successful outcomes and identification of opportunities for continued process improvement.
Responsibilities:
This position will report into the Manager, PM Operations and will be tasked with:
Qualifications
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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.
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Dimensional is a global investment management firm that provides investment solutions and services to clients worldwide. They focus on systematic investment strategies and research-driven approaches.