Analyst, Investment Content Operations

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.

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• Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution.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

• Experience with PowerPoint and HTML.

• Demonstrated interest in investment products, financial markets, and investment principles.

• Knowledge of SEC, FINRA, or other regulatory standards relevant to investment content.

• Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.

• Strong oral and written communication skills with an ability to clearly document and communicate processes and updates.

• Self-starter with a desire to proactively identify problems and suggest solutions.

This role is not eligible for immigration sponsorship.

#LI-Hybrid

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.