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Internship in Global Client Group - Operations (Undergraduate & Master's)

Dimensional Fund Advisors
Austin, TX Full Time
POSTED ON 12/31/2024 CLOSED ON 1/29/2025

What are the responsibilities and job description for the Internship in Global Client Group - Operations (Undergraduate & Master's) position at Dimensional Fund Advisors?

Notes To Applicants

  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description

The GCG Operations Intern will support 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 daily work will involve leveraging internal and third-party data to draw actionable insights in an efficient way, supporting functions around data governance, sales operations, and reporting as well as CRM integration of these efforts. 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.

Responsibilities

  • Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others.
  • Provide quality control for client reports, requests, and support day-to-day activities.
  • Database maintenance and compilation of business statistics.
  • Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicates their findings to senior staff.
  • Collect and analyze data to support various sales goals and campaigns.
  • Proactively communicate needs, challenges, and capacity.
  • Develop a robust understanding of Dimensional’s investment philosophy and process.
  • Basic understanding of underlying systems used to generate standard reporting.
  • Seek opportunities for professional development.

Qualifications

  • Coursework in mathematics, statistics, 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.

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.
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