Analyst, Business Data

Dimensional Fund Advisors; Charlotte, Northern (NC, KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Hybrid schedule

Job summary

Dimensional Fund Advisors, Charlotte, NC, seeks an Analyst, Business Data to support sales data processes essential to the firm's strategic sales efforts. The role collaborates with GCG operations, sales, and technology to maintain client asset and cash flow data in CRM systems.

Responsibilities include processing vendor data, identifying gaps, defining requirements for Dynamics CRM, and delivering data-driven insights.

Qualifications

• Bachelor's degree in a relevant field.
• 1–2 years’ experience in consulting, data analytics, business analysis, or similar role.
• Excel, SQL, and Python skills.
• Experience with Snowflake or similar platforms.
• CRM experience (Dynamics) and data viz tools (Power BI/Tableau) is a plus.
• Interest in helping sales teams make data-driven decisions.
• Ability to manage multiple projects and meet deadlines.

Responsibilities

• Collaborate with sales teams to maintain client and asset data in CRM and reporting systems.
• Proactively identify data gaps and eliminate discrepancies across sales systems.
• Communicate data analysis and updates to technical and non-technical audiences.
• Define requirements for processes/projects involving customer data in Dynamics CRM and internal systems.
• Meet with stakeholders to understand needs and build working relationships globally.
• Assist with data governance and process documentation.

Skills

Analytical thinking

Communication

Problem solving

Multitasking

Education

Bachelor's degree

Coursework in math/statistics/IS/CS/finance

Tools

SQL

Python

Excel

Snowflake

Microsoft Dynamics CRM

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

This role is not eligible for immigration sponsorship.

#LI-Hybrid

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

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.

For more information about Dimensional and our current opportunities, please visit our Careers site.

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.

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.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

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