Join to apply for the Investment Content Operations Associate role at Dimensional Fund Advisors
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Join to apply for the Investment Content Operations Associate role at Dimensional Fund Advisors
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Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution.Use content metrics, investment knowledge, compliance standards, and consideration of firm priorities to prioritize and prepare content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 solutionsStrong 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.Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Other
Industries
Investment Management
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Child care support
Tuition assistance
Paid paternity leave
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