Analyst, Business Data

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.

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• 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 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

Qualifications:

• 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

#LI-Hybrid

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.