Global Client Group Ops Intern — Data & Tools

Dimensional Fund Advisors; Austin (TX); On-site; USD 25,000 - 30,000; Full time

Job summary

Dimensional Fund Advisors invites undergrad and graduate students to join a nine-week summer internship in our Global Client Group’s Operations department. The GCG Operations Intern (Data & Tools) will support sales enablement and asset reporting initiatives, gaining exposure to CRM data and reporting systems in a fully in-person program.

You will collect and analyze data to support sales goals, learn about data governance, and collaborate across teams to improve data automation while

Qualifications

• Pursuing an undergraduate or specialized Master’s degree with an expected graduation date December 2027 - June 2028.
• Coursework in information systems, computer science, or finance/accounting is preferred.
• Demonstrated interest in helping sales teams make process-driven, data-informed decisions.
• Documented analytical and quantitative skills.
• Ability to gather requirements amid ambiguity.
• Interpersonal communication, verbal, and written skills.
• Work equally well in a team environment and independently.
• Strong analytical and quantitative problem-solving skills.
• Team oriented – ability to apply analytical and decision-making skills in a collaborative environment.
• Strong knowledge of Excel and general computer skills with the ability to learn additional computer applications as needed.
• Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines.
• #LI-Office

Responsibilities

• Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others
• Collect and analyze data to support various sales goals and campaigns
• Basic understanding of underlying systems used to generate standard reporting
• Effectively communicate product activities, presenting in small forums and team meetings
• Help maintain and improve process maps and documentation regarding sales data governance
• Assist with developing business intelligence capabilities for enablement of US sales channels, which include RIAs, broker dealers, banks, institutions, retirement plans, and consultants
• Identify areas to improve data automation and partner with colleagues to implement solutions
• Proactively communicate needs, challenges, and capacity
• Develop a robust understanding of Dimensional’s investment philosophy and process

Skills

Data analysis

Excel

Interpersonal communication

Teamwork

Written communication

Quantitative skills

Self-starter

Education

Undergraduate or specialized Master’s degree

Tools

CRM systems

Job description

Dimensional Fund Advisors invites undergrad and graduate students to join a nine-week summer internship in our Global Client Group’s Operations department. The GCG Operations Intern (Data & Tools) will support sales enablement and asset reporting initiatives, gaining exposure to CRM data and reporting systems in a fully in-person program.

You will collect and analyze data to support sales goals, learn about data governance, and collaborate across teams to improve data automation while