Product Manager - Investment Systems

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.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.

The Product Manager will be part of the Portfolio Management Operations team and is responsible for providing portfolio managers with the technology solutions they need to effectively manage the portfolios. This role will be embedded with portfolio managers to gain a deep understanding of the investment process and work with Technology to make enhancements to the existing process as well as deliver new solutions.

Responsibilities:

• Develop a vision and roadmap for equity investments systems and processes based on input from portfolio managers and firm leadership

• Collaborate with cross-functional teams across the organization as well as external vendors to deliver solutions

• Work with portfolio managers to understand the current investment process and identify potential improvements; gather global requirements and drive consensus with stakeholders
• Drive initiatives forward by providing business analysis and project management support as needed
• Develop business cases for initiatives including internal/external cost considerations, advocate for the support across the organization
• Develop and communicate a framework for prioritization based on available information around cost/benefit, scope vs schedule trade-offs, new product launches or changes, etc.
• Work with portfolio managers and technology teams to define acceptance criteria and coordinates the release planning and change management
• Support planning and delivery efforts for new investment products

Qualifications

• Bachelor’s degree required, MBA preferred
• 5+ years of relevant work experience in product management, consulting, business analysis, or software development; prior experience in financial services preferred
• Broad understanding of Agile software development and the ability to lead cross-functional distributed teams to deliver successful outcomes
• Excellent quantitative problem-solving and analytical skills
• Knowledge of SQL, VBA, and/or Python preferred
• Project management experience is a plus
• Strong time management skills
• Strong communication skills, both verbal and written

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.