Internship in Global Client Group - Data and Tools (Undergraduate & Master's)

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

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 (Data & Tools) will support several sales enablement and asset reporting initiatives that are critical to the firm’s strategic sales efforts. The internship will provide exposure to a variety of teams and their projects. The internship will include activities related to accuracy of internal data systems related to client assets, cash flows, and sales enablement products, including our global CRM system. This role sits across the Global Client Group (GCG) Operations’ Business Data and Tools teams, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. The GCG Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support.

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

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
• 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

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.

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.

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.

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