Associate, Business Insights

Dimensional Fund Advisors•Austin, TX

3d•Hybrid

About The Position

The Associate, Business Insights will support initiatives 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 associate will be responsible for maintaining the accuracy of reporting and bespoke analysis. The daily work will involve leveraging internal and third-party data to draw actionable insights in an efficient way, in addition to supporting functions around 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
2-4 years’ experience in data analytics, business analysis, or similar role
Excel, SQL, and Python skills
Experience with Snowflake or similar platforms
Experience with Power BI, including DAX
Experience with CRM, especially Microsoft Dynamics
Demonstrated interest in helping sales teams make process-driven, data-informed decisions
Documented analytical and quantitative skills; strong background with large data sets and the data analysis process
Ability to gather requirements amid ambiguity
Interpersonal communication, verbal, and written skills
Work equally well in a team environment and independently

Nice To Haves

coursework in data analytics, mathematics, statistics, information systems, computer science, or finance/accounting is preferred
dbt and Fivetran is a plus

Responsibilities

Utilize Snowflake and Power BI to generate reporting that supports the sales team and growth initiatives
Analyze third party competitive intelligence data to identify new growth opportunities for the firm
Assist with data governance, including data cleanups and process documentation
Communicate data analysis and updates for technical and non-technical audiences
Meet regularly with stakeholders to understand needs and develop professional working relationships within the GCG and other groups globally
Identify areas to improve data automation and partner with colleagues to implement solutions