Analyst, Investment Content Operations

Dimensional Fund Advisors•Charlotte, NC

3d•Hybrid

About The Position

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.

Requirements

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.

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Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution.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