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

Dimensional Fund Advisors; Austin (TX); On-site; USD 9,919,000 - 14,878,000; Full time

Job summary

Dimensional Fund Advisors is seeking undergrad or graduate students for a 2027 summer internship in the Global Client Group’s Operations department. The GCG Operations Intern (Data & Tools) will support sales enablement and asset reporting initiatives, focusing on data accuracy and CRM systems.

The role sits within Business Data and Tools teams, enabling the CRM ecosystem to drive business processes and insights for Dimensional’s client relationships.

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

Responsibilities

• Complete day-to-day responsibilities and tasks largely based on direction
• Collect and analyze data to support various sales goals and campaigns
• Understand systems used to generate standard reporting
• Communicate product activities in small forums and team meetings
• Maintain process maps and data governance documentation
• Assist with BI capabilities for US sales channels (RIAs, brokers, banks, institutions)
• Identify areas to improve data automation and partner to implement solutions
• Proactively communicate needs, challenges, and capacity
• Develop understanding of Dimensional’s investment philosophy and process

Skills

Data analysis

Excel

Communication skills

Teamwork

Attention to detail

Ambiguity tolerance

Education

Undergraduate or specialized Master’s degree

Tools

CRM system

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

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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.