Analyst, Business Data

Dimensional Fund Advisors•Austin, TX

3d•Hybrid

About The Position

The Analyst, Business Data will support sales data processes that are critical to the firm’s strategic sales efforts. Working with the Global Client Group (GCG) operations team, sales teams, and technology team, the analyst will be responsible for maintaining the accuracy of internal data systems related to client assets, cash flows, and CRM data. The daily work will involve processing incoming data from vendors, working with the sales teams to proactively maintain client data, and other related functions to support efficient data governance, sales operations, and reporting. The role falls within the GCG Sales Operations division, 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.

Requirements

Bachelor's degree required; coursework in mathematics, statistics, information systems, computer science, or finance/accounting is preferred
1-2 years’ experience in consulting, data analytics, business analysis, or similar role (includes internships)
Excel, SQL, and Python skills
Experience with Snowflake or similar platforms
Demonstrated interest in helping sales teams make process-driven, data-informed decisions
Proactive in nature, and capable of managing multiple projects and meeting deadlines
Documented analytical and quantitative skills; strong background with large data sets and the data analysis process
Ability to gather requirements amid ambiguity
Detail-oriented while maintaining a big picture focus
Ability to independently define and manage change within existing business processes
Interpersonal communication, verbal, and written skills; adept in explaining technical concepts to non-technical users
Work equally well in a team environment and independently

Nice To Haves

Experience with CRM (especially Microsoft Dynamics) and data visualization tools (Power BI, Tableau, etc.) a strong plus.

Responsibilities

Collaborate with sales teams to maintain critical client and asset data in various sales systems, including CRM and other internal reporting systems
Proactively identify data gaps and help eliminate data discrepancies across sales systems
Communicate data analysis and updates for technical and non-technical audiences
Help define requirements for business processes and projects involving customer data in Dynamics CRM and other internal systems, such as Dimensional’s client asset reporting system.
Meet regularly with stakeholders to understand needs and develop professional working relationships within the GCG and other groups globally
Assist with data governance and process documentation