Dimensional Fund Advisors - Charlotte, NC

posted 10 days ago

Full-time - Entry Level
Hybrid - Charlotte, NC
Funds, Trusts, and Other Financial Vehicles

About the position

The Global Client Group (GCG) leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results. The Analyst, Business Insights will support sales data processes that are critical to the firm's strategic sales efforts. Working with the global sales 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. The goal of the GCG is to help Dimensional's clients deliver an outstanding experience for their clients by supporting them in the areas of investments, communication, and strategy.

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 maintain and improve process maps and documentation regarding sales data governance
  • 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
  • Partner closely with the technology team to assist with writing use cases and user acceptance testing
  • Assist with developing business intelligence capabilities for enablement of US sales channels, which include RIAs, broker dealers, banks, institutions, retirement plans, and consultants
  • Meet regularly with stakeholders to understand needs and develop professional working relationships within the GCG and other groups globally
  • Assist with data governance and ad hoc user requests
  • Identify areas to improve data automation and partner with colleagues to implement solutions

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)
  • Excellent computer skills (advanced Excel, querying data, working with databases, Visio or equivalents, and automation) with the ability to quickly learn and become proficient in new programs
  • Experience with CRM (especially Microsoft Dynamics), programming languages (Python, R) and/or data visualization tools (Power BI, Tableau, etc.) a strong plus
  • 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

Benefits

  • Comprehensive benefits
  • Educational initiatives
  • Special celebrations of our history, culture, and growth
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