Analyst, Business Data

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors seeks an Analyst, Business Data to support sales data processes and data governance across CRM and asset reporting systems.

You will work with the Global Client Group, sales, and technology teams to maintain data accuracy, define requirements, and drive data-informed decisions. The role emphasizes stakeholder collaboration and attention to data quality.

Qualifications

• Bachelor's degree or equivalent in a relevant field is required.
• 1-2 years’ experience in consulting, data analytics, business analysis, or similar role (incl. internships).
• Proficiency in Excel, SQL, and Python; familiarity with Snowflake preferred.
• Experience with CRM (Microsoft Dynamics) and data visualization tools (Power BI, Tableau) is a strong plus.
• Demonstrated ability to drive data-informed decisions and manage multiple projects.

Responsibilities

• Collaborate with sales teams to maintain client and asset data in CRM and internal reporting systems.
• Identify data gaps and resolve discrepancies across sales systems.
• Communicate data analysis and updates to technical and non-technical audiences.
• Define requirements for processes involving customer data in Dynamics CRM and client asset reporting systems.
• Meet with stakeholders to understand needs and foster cross-group collaboration.
• Assist with data governance and proper process documentation.

Skills

Interpersonal communication

Analytical thinking

Data-driven decisions

Problem solving

Education

Bachelor's degree in mathematics, statistics, information systems, computer science, or finance/accounting

Tools

Microsoft Dynamics

Excel

SQL

Python

Snowflake

Power BI

Tableau

Job description

Job Description: The Analyst, Business Data will support sales data processes that are critical to the firm’s strategic sales efforts. Working with the Global Client Group (GCG) operations team, sales teams, and technology team, the analyst will be responsible for maintaining the accuracy of internal data systems related to client assets, cash flows, and CRM data. The daily work will involve processing incoming data from vendors, working with the sales teams to proactively maintain client data, and other related functions to support efficient data governance, sales operations, and reporting. The role falls within the GCG Sales Operations division, which supports the day-to-day operational needs of the sales group in the areas of business insights, product management, intermediary relationships, client onboarding, reporting, and administrative services.

Responsibilities

• Collaborate with sales teams to maintain critical client and asset data in various sales systems, including CRM and other internal reporting systems
• Proactively identify data gaps and help eliminate data discrepancies across sales systems
• Communicate data analysis and updates for technical and non-technical audiences
• Help define requirements for business processes and projects involving customer data in Dynamics CRM and other internal systems, such as Dimensional’s client asset reporting system
• Meet regularly with stakeholders to understand needs and develop professional working relationships within the GCG and other groups globally
• Assist with data governance and process documentation

Qualifications

• Bachelor's degree required; coursework in mathematics, statistics, information systems, computer science, or finance/accounting is preferred
• 1-2 years’ experience in consulting, data analytics, business analysis, or similar role (includes internships)
• Excel, SQL, and Python skills
• Experience with Snowflake or similar platforms
• Experience with CRM (especially Microsoft Dynamics) and data visualization tools (Power BI, Tableau, etc.) a strong plus
• Demonstrated interest in helping sales teams make process-driven, data-informed decisions
• Proactive in nature, and capable of managing multiple projects and meeting deadlines
• Documented analytical and quantitative skills; strong background with large data sets and the data analysis process
• Ability to gather requirements amid ambiguity
• Detail-oriented while maintaining a big picture focus
• Ability to independently define and manage change within existing business processes
• Interpersonal communication, verbal, and written skills; adept in explaining technical concepts to non-technical users
• Work equally well in a team environment and independently

This role is not eligible for immigration sponsorship.

#LI-Hybrid

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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. 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.