Talent.com
Investment Content Operations Associate

Investment Content Operations Associate

Dimensional Fund Advisors, L.P.Charlotte, NC, US
21 days ago
Job type
  • Full-time
Job description

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.

Job Description :

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.

    Create a job alert for this search

    Investment Associate • Charlotte, NC, US

    Related jobs
    Senior Associate, Investment Operations

    Senior Associate, Investment Operations

    Ares Management CorporationSingapore, Michigan, Singapore
    Full-time
    Senior Associate, Investment Operations page is loaded.Senior Associate, Investment Operations.Apply locations Singapore time type Full time posted on Posted Yesterday job requisition id R6024.Over...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Operations & Strategy Associate

    Investment Operations & Strategy Associate

    Claire Myers ConsultingCharlotte, NC, US
    Full-time
    Investment Operations & Strategy Associate.Charlotte, NC | Hybrid (4 days in-office, 1 day remote).Series 7 and 63 required. CFP or CIMA (or working toward) preferred.Our client is a boutique, ...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Associate

    Operations Associate

    VirtualVocationsCharlotte, North Carolina, United States
    Full-time
    A company is looking for an Operations Associate to support its People team.Key Responsibilities Own end-to-end logistics for onboarding, offboarding, and employee transitions Master HR systems,...Show moreLast updated: 13 days ago
    • Promoted
    • New!
    Tax Associate

    Tax Associate

    Kilpatrick Townsend & StocktonCharlotte, NC, United States
    Full-time
    Atlanta , Dallas , Denver , New York , Raleigh , San Francisco , Washington DC.Kilpatrick Townsend is seeking an Associate with at least 1 year of domestic and international tax experience to join ...Show moreLast updated: 5 hours ago
    Investment Content Operations Associate Job at THREE DIMENSIONAL FASHION LTD in

    Investment Content Operations Associate Job at THREE DIMENSIONAL FASHION LTD in

    THREE DIMENSIONAL FASHION LTDCharlotte, NC, United States
    Full-time
    Investment Content Operations Associate.Be among the first 25 applicants.Investment Content Operations Associate.Dimensional sees great value from collaborating in our offices and appreciates the b...Show moreLast updated: 2 days ago
    • Promoted
    Investment Banking Associate - M&A

    Investment Banking Associate - M&A

    Oaklands Global Financial Services RecruitmentCharlotte, NC, United States
    Full-time
    Oaklands Global is proud to partner with a prestigious global investment bank that is rapidly expanding its Technology M&A group. With a global presence and an impressive trajectory of growth driven...Show moreLast updated: 4 days ago
    Investment Manager / Associate Principal, Healthcare

    Investment Manager / Associate Principal, Healthcare

    EDBISingapore, Michigan, Singapore
    Full-time
    EDBI invests prolifically and globally in tomorrow’s exciting and innovation-intensive sectors including Healthcare, Information & Communication Technology, Next-Generation Hardware, Green and Bio ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Store Operations

    Associate, Store Operations

    Mashburn, LLCCharlotte, NC, US
    Full-time
    Mashburn is an Atlanta-based apparel and lifestyle brand launched in 2007 with a single passion : taking care of people.The company designs, manufactures, and markets a nationally-recognized assortm...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Analyst / Associate - Investment Operations

    Analyst / Associate - Investment Operations

    Martello Re LimitedCharlotte, NC, US
    Full-time
    At Martello Re, were building a distinctive reinsurance platform rooted in exceptional client service, innovation, and advanced data analytics. Were committed to attracting top talent and fostering ...Show moreLast updated: 20 hours ago
    • Promoted
    Investment operations specialist

    Investment operations specialist

    RandstadCharlotte, NC, US
    Permanent
    Are you experienced in bank loan processing and ready for a role that goes beyond traditional mortgage lending? We're seeking a detail-oriented Operational Specialist to support the Global Fund Cus...Show moreLast updated: 30+ days ago
    Dimensional Fund Advisors, L.P. is hiring : Investment Content Operations Associa

    Dimensional Fund Advisors, L.P. is hiring : Investment Content Operations Associa

    Dimensional Fund Advisors, L.P.Charlotte, NC, United States
    Full-time
    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,...Show moreLast updated: 5 days ago
    Dimensional Fund Advisors is hiring : Investment Content Operations Associate in

    Dimensional Fund Advisors is hiring : Investment Content Operations Associate in

    MediabistroCharlotte, NC, United States
    Full-time
    Investment Content Operations Associate.Be among the first 25 applicants.Investment Content Operations Associate.Dimensionals Investment Solutions Group (ISG) acts as a source of specialized invest...Show moreLast updated: 3 days ago
    • Promoted
    Investment Funds Associate Attorney

    Investment Funds Associate Attorney

    Ash & Harris Executive SearchCharlotte, NC, US
    Full-time
    Join Our Prestigious International AM Law 50 Firm as an Investment Funds Associate Attorney!.We are seeking talented and driven Investment Funds Associate Attorneys to join our esteemed Charlotte o...Show moreLast updated: 13 days ago
    Associate, Investment Banking

    Associate, Investment Banking

    Fifth Third BankCharlotte, United States
    Full-time +1
    Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range ofplex ...Show moreLast updated: 10 days ago
    Investment Funds Associate Attorney - Charlotte

    Investment Funds Associate Attorney - Charlotte

    Pernini Legal, LLCCharlotte, NC, US
    Full-time
    Quick Apply
    INVESTMENT FUNDS ASSOCIATE ATTORNEY.Active Bar Admission in North Carolina.Strong interpersonal skills and an entrepreneurial spirit are required. Represent private equity, hedge, private credit, re...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Associate

    Senior Investment Associate

    Macdonald & CompanyCharlotte, NC, United States
    Full-time
    Macdonald & Company is proudly partnered with a private commercial real estate investment firm in Charlotte, North Carolina, to appoint a Senior Investment Associate. The firm is built on a multi-ge...Show moreLast updated: 18 days ago
    • Promoted
    Associate Investment Advisor

    Associate Investment Advisor

    DexianCharlotte, NC, United States
    Permanent +1
    Trading, Client Support, and Complaint Resolution.ASAP – Upon Background Clearance.Hybrid – 5 days onsite / 5 days remote alternating. Monday–Friday, 7 : 30 AM – 4 : 00 PM.Additional Coverage (as needed...Show moreLast updated: 4 days ago
    • Promoted
    Real Estate Agent / Associate (Investment Sales)

    Real Estate Agent / Associate (Investment Sales)

    Greysteel Company LlcCharlotte, NC, US
    Full-time
    Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their succ...Show moreLast updated: 30+ days ago