Investment Strategist, Thought Leadership (Content & Data Design)

Reposted 4 Days Ago
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Austin, TX
In-Office
Senior level
Financial Services
The Role
The Investment Strategist creates and maintains reusable content components such as charts and graphics, ensuring accuracy in investment data presentation and collaborating with various teams to optimize content workflows.
Summary Generated by Built In

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.

Within ISG, this position sits in the Thought Leadership team, which produces high-quality thought-leadership content to support client communications on our research, equity and fixed income products, and portfolio construction.

The Investment Strategist will create and maintain reusable content components—such as charts, tables, and graphics—that communicate complex and compelling investment data and information. This role combines coding expertise (Python, HTML, TXT, and SVG) with a deep understanding of investment content presentation to deliver high-quality, scalable, visual elements for use in PowerPoint, PDF, and web content (via internal knowledge base) production applications.

The role will work collaboratively with content creators and operations specialists within ISG and key partners in the technology team. This position requires technical proficiency as well as strong written and interpersonal communication skills. 

Responsibilities  
  • Develop and maintain reusable content elements (charts, tables, graphics) using Python, HTML, TXT, and SVG. 

  • Collaborate with operations and content creation teams to ensure components align to design, messaging, and compliance requirements. 

  • Ensure accuracy of investment data presentation, working with subject matter experts to validate inputs and outputs.

  • Work closely with operations and technology teams to integrate components into business workflows and publishing platforms. 

  • Optimize content components for reusability and scalability.

  • Maintain documentation for content component specifications, usage guidelines, and update processes.

  • Stay current on data visualization best practices, coding standards, and relevant financial industry trends. 

Qualifications 
  • Bachelor’s degree is required. Bachelor’s or Master’s degree in computer science, data engineering or a related field is preferred.

  • At least 7 years of experience in a related role and a strong understanding of the asset management industry.

  • Proficiency in Python and HTML for building and automating content elements.

  • Experience working with SVG graphics and text-based data formats. 

  • Strong understanding of data visualization principles and best practices. 

  • Detail-oriented with a strong focus on data accuracy and presentation quality.

  • Excellent interpersonal, verbal and written communication skills to collaborate effectively with both technical and non-technical stakeholders and partners.

  • Strong SQL querying knowledge and experience with relational databases (PostgreSQL, MySQL, etc.) is preferred.

  • Proficiency in Git for code version control is preferred.

  • Experience working with Agile or Scrum methodologies and project management tools is preferred.

    

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. 

Top Skills

Git
HTML
Python
SQL
Svg
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The Company
HQ: Austin, TX
1,490 Employees
Year Founded: 1981

What We Do

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.

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