Analyst, Investment Content Operations

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.

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Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

This position will play a critical part in ensuring the smooth execution and governance of operational processes that support the creation, maintenance, and distribution of investment content. The ideal candidate will bring a strong blend of project management and analytical skills—combined with a demonstrated interest in investment products, financial markets, and investment principles.

Responsibilities  

• Execute routine content update processes, quality assurance controls, and publishing protocols for investment slides, FAQs, and product materials.
• Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution.
• Support testing and validation of system changes or new processes that affect content accuracy and integrity.
• Assist with tracking project timelines, communicating business requirements, and coordination between data owners, content owners, marketing, technology, legal, and compliance teams to support change and continuous improvement initiatives affecting content workflows.
• Identify opportunities to streamline and enhance operational processes for content updates, review, and distribution.
• Assist with documentation, resolution and reporting of errors/incidents impacting the accuracy or quality of investment content.

Qualifications 

• Bachelor’s degree in finance, operations management, business, communications, marketing, or a related field.
• Demonstrated interest of investment products, financial markets, and investment principles.
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Self-starter with a desire to proactively identify problems and suggest solutions
• Strong verbal and written communication skills with an ability to clearly document and communicate processes and updates.

Preferred

• Experience working in a regulated industry.
• Knowledge of SEC, FINRA, or other regulatory standards relevant to investment content.
• Experience with PowerPoint and HTML. 

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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.