Internship in Investment Analytics and Data (Undergraduate & Master's)

The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients. The team also leads the development of the firm’s investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient.  

Investment Analytics and Data (IAD) is part of the Research Department within Dimensional. Data and data analysis are at the underpinnings of how Dimensional constructs and manages portfolios and works to provide the best investment experience possible for our clients. IAD is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. IAD is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional.

Responsibilities 

This nine-week program will expose interns to the day-to-day activities of the IAD group. Interns will gain an understanding of what it's like to be a IAD Analyst at Dimensional, as they will be involved in projects that meet our firm’s current business needs. You will be expected to use your intellect, quantitative reasoning, and computational skills to identify and solve the various issues that arise in a fast-paced environment, working simultaneously on individual projects and team-based initiatives. Depending on what team within the IAD group you are assigned to, projects may include the following:

• Help manage and distribute quality data and analysis to aid the portfolio management and sales processes;
• Building new tools to enhance investment processes;
• Assist in data architecture for distribution of investment data to internal clients and help define and build data structures for exposure of data to end consumers;
• Perform analysis on portfolios and prospective strategies; and
• Contribute to ongoing efficiency efforts through automation, process design, and implementation;
• This position is best suited for candidates who are interested in learning the broad principles of Dimensional’s investment philosophy and the nuanced application of those principles in our investment process within the group that forms the “engine room” of the firm’s investment and reporting processes.

Qualifications:

• Minimum 3.2 GPA and pursuing an undergraduate or specialized Master’s degree with an expected graduation date of December 2025 – June 2026. Preferred fields of study include finance, economics, mathematics, information systems, computer science, data science, physics, and engineering.
• Experience working with large data sets.
• Knowledge of databases and query language (T-SQL, SAS) is highly considered, as pulling data from databases and performing analysis are major components of the job.
• Programming skills (C#, Python, R, Stata, Java) are highly considered.
• Strong logic skills – ability to see the big picture while remaining detail focused.
• Strong written and oral communication skills.