Analyst, Operations, Global Client Group

Notes to applicants:

- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.
- 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.

**Job Description**:

- Overview
- The Analyst, Global Client Group (GCG) Operations 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.

Key Responsibilities
- Proactively identify data gaps and eliminate data discrepancies across sales systems
- Coordinate, organize, and process registration information, assets under management, and cash flow data from external vendors
- Support the production of board of director's reports and other executive reporting.
- Maintain and improve process maps and documentation regarding sales data governance
- Ensure implementation of firm data compliance procedures with sales systems as necessary
- Identify areas to improve data automation and partner with colleagues to implement solutions
- Manage intake inbox and other user requests in a timely manner

**Qualifications**:

- Bachelor's degree required; coursework in data science, statistics, finance or economics is preferred.
- Up to 2 years' experience in consulting, business analysis, or similar role that involves data analysis, project management and process improvement. We will consider graduates who have completed a relevant internship.
- Experience with CRM's (especially Microsoft Dynamics)
- Experience with data visualization tools (Power BI, Tableau, etc.)
- Advanced capability in Excel, querying data and data wrangling, with experience in Power query, DAX and R being considered favourably.

Attributes
- Strong interpersonal communication, verbal, and written skills; adept in explaining technical concepts to non-technical users
- Creative problem-solving skills
- Ability to gather requirements amid ambiguity; Focused on internal and external stakeholder needs with the ability to build trust and confidence
- Ability to work equally well in a team environment and independently.
- Strong appetite for continuous improvement, with a focus on automation and finding efficiencies within existing business processes.

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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.