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

Dimensional Fund Advisors•Austin, TX

5d•Onsite

About The Position

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.

Requirements

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

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