Investment Content Operations Associate

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 12,000 - 90,000; Full time

Job summary

A leading investment management firm seeks an Investment Content Operations Associate to ensure smooth operational processes supporting investment content. The ideal candidate will have project management expertise and a solid understanding of investment products, with responsibilities including content governance, quality assurance, and collaboration across teams.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Tuition assistance

Paid paternity leave

Qualifications

• 3–5 years of experience in client reporting or content operations.
• Strong understanding of investment products and financial markets.
• Excellent organizational skills and ability to manage multiple priorities.

Responsibilities

• Evaluate new materials and support structures for content workflows.
• Conduct regular reviews of investment content for accuracy and quality.
• Support testing and validation of new processes affecting content integrity.

Skills

Project Management

Analytical Skills

Content Governance

Communication

Problem Solving

Education

Bachelor’s degree in finance, operations management, business, communications, or marketing

Tools

Content Management Systems

Project Management Platforms

PowerPoint

HTML

Job description

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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.

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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