Global Client Group Intern — Finance & Investments

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 28,000 - 41,000; Full time

Job summary

Dimensional Fund Advisors offers a 9-week summer internship for undergraduates or graduate students with a strong interest in investing and financial services. Interns will contribute to client support, work on analytical and presentation projects, and present findings to the team.

The role emphasizes learning Dimensional’s investment philosophy and applying academic research to real-world investing, with a collaborative environment and a focus on developing practical client-facing skills.

Qualifications

• Minimum GPA not specified; relevant academic interest in finance/asset management.
• Undergraduate or specialized Master’s degree pursued with expected graduation 2027–2028.
• Interest in financial markets and improving investment experience.
• Strong communication and interpersonal skills.
• Detail-oriented, organized, and able to manage multiple projects.
• Team-first mindset with proactive problem solving.
• Strong analytical and quantitative problem-solving skills; proficient in Excel/PowerPoint/Access.

Responsibilities

• Support day-to-day client-related tasks and projects during internship.
• Work on presentation and analytical assignments and present results to the team.
• Learn how Dimensional applies academic principles to real-world investing.

Skills

Analytical skills

Communication skills

Team collaboration

Attention to detail

Excel/PowerPoint/Access

Education

Undergraduate or Master’s degree in progress

Tools

Excel

PowerPoint

Access

Job description

Dimensional Fund Advisors offers a 9-week summer internship for undergraduates or graduate students with a strong interest in investing and financial services. Interns will contribute to client support, work on analytical and presentation projects, and present findings to the team.

The role emphasizes learning Dimensional’s investment philosophy and applying academic research to real-world investing, with a collaborative environment and a focus on developing practical client-facing skills.