Investment Content Operations Associate

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.

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. 

The Investment Content Operations Associate 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 expertise, content governance experience, and analytical skills—combined with a solid understanding of investment products, financial markets, and investment principles.

Key Responsibilities

Change Management and Continuous Improvement

• Evaluate new materials to confirm appropriate support structures exist for data sourcing, updates and reviews.

• 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.

• Support testing and validation of system changes or new processes that affect content accuracy and integrity.

Content Governance and Quality Assurance

• Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution.

• Use content metrics, investment knowledge, compliance standards, and consideration of firm priorities to prioritize and prepare content reviews and updates with subject matter experts and data owners.  

• Execute routine content update processes, quality assurance controls, and publishing protocols for investment slides, FAQs, and product materials.

• Collaborate with stakeholders to develop and document standard operational procedures and best practices.

• Assist with documentation, resolution and reporting of errors/incidents impacting the accuracy or quality of investment content.

Qualifications

Required

• Bachelor’s degree in finance, operations management, business, communications, marketing, or a related field.

• 3–5 years of experience in client reporting, content operations, project management, or a related function –ideally within financial services or asset management.

• Strong understanding 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.

• Familiarity with content management systems and project management platforms.

• Prior experience managing content workflows and facilitating cross-functional reviews involving legal, compliance, and subject matter experts.

• Experience with PowerPoint and HTML. 

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.