Internship in Global Client Group - Client Reporting (Undergraduate & Master's)
Dimensional Fund AdvisorsAbout the role
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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
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:
Dimensional Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2026 summer internship program. This nine-week program will expose interns to the day-to-day activities of an Analyst in Global Client Group’s Operations department.
The GCG Operations Intern (Client Reporting) will support initiatives and projects that are critical to the firm’s clients ongoing reporting requirements, as well as assisting the GCG in their business development opportunities. 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 build, maintain and strengthen our global client relationships by providing broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information, and client review questionnaires to meet our clients reoccurring reporting needs.
The role falls within the GCG (Global Client Group) Sales Operations group, 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.
- 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
- Effectively communicate project activities, presenting in small forums and team meetings
Qualifications:
- Coursework in information systems, computer science, or finance/accounting is preferred
- 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.
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