Internship in Global Client Group - Client Reporting (Undergraduate & Master's)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 25,000 - 30,000; Part time

Job summary

Dimensional Fund Advisors invites undergrad or graduate students to join a 2027 summer internship in its Global Client Group’s Operations. This nine-week, in-person program exposes interns to Analyst day-to-day work in client reporting, due diligence questionnaires, reconciliations, and information requests to support client relationships.

The role emphasizes learning Dimensional’s investment philosophy, working with data and reports, and collaborating across teams to meet reporting needs while

Qualifications

• Pursuing undergraduate or specialized master’s degree with expected graduation Dec 2027–Jun 2028.
• GPA minimum 3.2; coursework in information systems, computer science, or finance/accounting preferred.
• Documented analytical and quantitative skills.
• Ability to gather requirements amid ambiguity.
• Interpersonal communication, verbal and written skills.
• Team oriented—works well in teams and independently.
• Strong knowledge of Excel and general computer skills.

Responsibilities

• Complete day-to-day responsibilities and tasks largely based on direction.
• Provide quality control for client reports, requests, and support daily activities.
• Database maintenance and compilation of business statistics.
• Proactively communicate needs, challenges, and capacity.
• Develop a robust understanding of Dimensional’s investment philosophy and process.
• Basic understanding of underlying systems used to generate standard reporting.
• Seek opportunities for professional development.
• Effectively communicate project activities in small forums and team meetings.

Skills

Analytical thinking

Excel proficiency

Teamwork

Communication skills

Requirements gathering

Education

Undergraduate or Master’s degree candidate

Tools

Excel

Job description

Dimensional Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2027 summer internship program. This nine-week program will be fully in-person and expose interns to the day-to-day activities of an Analyst in Global Client Group’s Operations department. The GCG Operations Intern (Client Reporting) will support initiatives and projects that are critical to the firm’s clients ongoing reporting requirements, as well as assisting the GCG in their business development opportunities. The internship will provide exposure to a variety of teams and their projects. The daily work will involve leveraging internal and third party data to build, maintain and strengthen our global client relationships by providing broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information, and client review questionnaires to meet our clients reoccurring reporting needs. The role falls within the GCG (Global Client Group) Sales Operations group, 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

• Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others.
• Provide quality control for client reports, requests, and support day-to-day activities.
• Database maintenance and compilation of business statistics.
• Proactively communicate needs, challenges, and capacity
• Develop a robust understanding of Dimensional’s investment philosophy and process
• Basic understanding of underlying systems used to generate standard reporting
• Seek opportunities for professional development
• Effectively communicate project activities, presenting in small forums and team meetings

Qualifications

• Minimum GPA of 3.2; pursuing an undergraduate or specialized Master’s degree with an expected graduation date of December 2027 - June 2028
• Coursework in information systems, computer science, or finance/accounting is preferred
• 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

This role is not eligible for immigration sponsorship.

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.

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.

Here at Dimensional, we strive to be an inclusive workplace for all.

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.