Investment Writer Resume Samples

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N Daniel

Narciso

Daniel

48521 Champlin Overpass

Detroit

+1 (555) 816 3375

48521 Champlin Overpass

Detroit

Phone

p +1 (555) 816 3375

Experience Experience

Boston, MA

Investment Writer

Boston, MA

Bogisich LLC

Boston, MA

Investment Writer

Working with marketing to support specific fund launches and communicate the company's goals and investment process through campaigns and publications
Creating commentaries using attribution reports, input from portfolio/product teams, independent research and other data analytics
Interviewing key knowledge experts (investment professionals, product experts, legal, marketing, etc) to produce new RFP content. 10%
Working with offshore team of resource, based in India who support the completion of RFPs and slide production for sales and client retention 20%
Writing will be used for different client channels, across a variety of platforms including web, email and print
Being involved in marketing meetings, producing marketing content on an ad hoc basis to help communicate the business objectives to external audiences
Create and distribute content to current clients and prospects in the form of e-mail communications, white papers, website copy and more

Los Angeles, CA

Passive Investment Writer

Los Angeles, CA

Steuber and Sons

Los Angeles, CA

Passive Investment Writer

Effectively and professionally manage relationships with coworkers and internal clients
Identify, assess and prioritize assignments and manage deadlines
Regularly conduct product and industry research to support best-in-class product marketing materials
Manage the marketing strategy for the new product pipeline, including the promotion of new products across all venues in coordination with channel marketing, digital marketing, press relations and fulfillment
Use deep knowledge of industry and internal compliance regulations to create and support all product-related content for ETF business’s focus products, specific asset classes or major projects
Work with creative services, project managers and fulfillment to ensure adequate supply, effective distribution and fulfillment of product collateral to target audiences
Employ a digital first mindset for all content created, including development of Web content to engage various customer segments. (ex: video script production, web panels, strategy pages)

present

Detroit, MI

Senior Investment Writer

Detroit, MI

Dickinson, Kilback and Bahringer

present

Detroit, MI

Senior Investment Writer

present

Coordinate with outside vendors and cross-functional teamwork, including marketing, sales, product management, compliance and legal, and outside advertising and research agencies
Execute market research projects to learn about client perceptions and insights, product validation, messaging effectiveness, and untapped marketing opportunities
Develop scheduled, recurring investment commentary using independent research and other data analytics; including material developed across the global enterprise
Thought leadership articles will have a strong presence in the day to day writing, exploring topics on specific investment views, producing educational documents on varied industry news topics and interviewing fund managers
Partner closely with marketing peers to create and execute comprehensive marketing programs using a variety of tactics to enhance Mellon Capital’s brand and drive client acquisition and retention
Working with marketing to support specific fund launches and communicate the company's goals and investment process through campaigns and publications. Being involved in meetings with marketing and helping with specific objectives for the business
The writing will be used for different client channels including institutions and intermediaries, across a variety of platforms including web, email and print

Education Education

Bachelor’s Degree in Finance

Kean University

Bachelor’s Degree in Finance

Skills Skills

Solid understanding of investment products and industry; good working knowledge of the firm’s products and the overall industry
Proficiency interpreting statistical information and the ability to translate data to support written statements
Excellent research and analytical skills, including ability to perform simple mathematical calculations or analyses
Proficient in interpreting attribution reports and able to translate data into clear, concise text
Excellent writing skills with the ability to be flexible in your writing style, and writing experience within the financial services industry
High level of attention to detail and accuracy
Ability to rewrite or reword work in response to comments from portfolio management, product strategy, senior staff, etc
Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Access, etc.)
Knowledge of business desktop applications (i.e.: Microsoft Office, Quark etc.)
Extensive understanding and knowledge of investment products and markets; in particular, China

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Investment Writer Resume Examples & Samples

3-5 years of successful writing experience, strongly desired in the financial services industry
In-depth understanding of global fixed income products
Demonstrated success in adhering to schedules, multi-tasking, project management, attention to detail, organization of materials and cooperating with team members
Working knowledge of attribution reports strongly desired
Demonstrated experience writing product-related material in a global asset management environment, plus solid knowledge of financial markets across asset classes
Effective interpersonal skills, proficiency at prioritization, proven experience with managing multiple tasks simultaneously, and the ability to operate under scheduled deadlines
Experience in sourcing and writing new material, and building relationships with investment teams, product managers and other business partners to extract relevant and timely information
Strong research and analytical capabilities, proactive in presenting ideas and able to follow issues to a successful conclusion
Advanced Microsoft Office skills, particularly MS Word and Excel
CFA/MBA and other industry qualifications/licenses not required but a plus

Investment Writer Resume Examples & Samples

Previous experience investment writing within the asset management industry, with examples of being responsible for new topic generation
Excellent understanding of investment management products and the overall economic environment
Ability to manage relationships across the business, especially with fund managers and senior stakeholders
Ideally educated to degree level, ideally in Economics, English or Journalism

Investment Writer Resume Examples & Samples

Generation of thought leadership articles, exploring ideas that relate to specific investment views, producing educational documents on topical industry news and interviewing fund managers
Regular investment reporting, producing commentaries for newsletters, factsheets and presentations
Working with the marketing team to support specific fund launches and to communicate the company's goals and investment process through campaigns and publications
Being involved in marketing meetings, producing marketing content on an ad hoc basis to help communicate the business objectives to external audiences
Writing will be used for different client channels, across a variety of platforms including web, email and print
A skilled writer, ideally educated to degree level. Degrees in journalism or English will be considered favourably
Previous experience reporting on investments
The ability to generate new ideas, to research topics and to produce thought-provoking content for diffusion
Excellent understanding of investment management products, particularly equities, within the context of the current economic environment. IMC or CFA preferred

Investment Writer Resume Examples & Samples

Leading project management and completion of RFPs and maintaining the RFP database (Qvidian). This involves overseeing the RFP process, consulting with sales associates and regional Relationship Managers, using both standard answers, identifying where new content is required and developing that content. 40%
Leading project management and completion of DDQs and surveys for client retention within the EMEA region. Support for production of documents for prospects and clients outside of EMEA who invest in EMEA funds is also required in some cases. 30%
Working with offshore team of resource, based in India who support the completion of RFPs and slide production for sales and client retention 20%
Interviewing key knowledge experts (investment professionals, product experts, legal, marketing, etc) to produce new RFP content. 10%

Investment Writer Resume Examples & Samples

Produce regular fund commentary for range of active fixed income funds (spanning cash products and government bonds through to global investment grade and high yield credit funds) for use in quarterly institutional reports
Maintain an understanding of internal economic and market forecasts and produce regular market review and outlook commentary for use in regular reporting and promotional material
Create, edit and proof read content for marketing material with emphasis on high quality, compliant writing that articulates internal value proposition messages and supports brand positioning
Build successful relationships with fund managers, economists, product specialists and other senior members of staff
Attend regular investment meetings and communicate themes back to broader sales and marketing team
Maximise opportunities to develop brand and investment track record
Act as a central contact point for investment commentary for different sales and client facing teams
Provide investment commentary to journalists to support PR campaigns
Provide editorial oversight of institutional suite of fund commentary and support the retail marketing team to ensure consistent market views
Coordinate and proof read content from external writers
Work with other investment communications team members and provide cover, as required

Investment Writer Resume Examples & Samples

Preparation and review of client segment specific written materials to ensure consistent and timely messaging to key audiences including clients, consultants, investment community, media and sales force
Produce ad-hoc investment reports for significant moves in the market/market events as well as notable messages from our investment management teams
Preparation and review of corporate writing including e.g. corporate brochures, website texts, intranet, employee magazine
Development of content for industry publications and forums, leveraging in-house expertise and expert knowhow, to position GIAM as a thought leader in Switzerland

Investment Writer, Asset Management Resume Examples & Samples

Compile, edit and draft of commentaries across all relevant regular reporting time periods
Draft and coordinate RFP/RFI responses for Equity/Multi-Asset/Fixed Income strategies
Draft and update pitch books - for example library of PowerPoint slides on strategies related presentations
Sometimes would have Ad-hoc preparation of sector specific insights, market trends
Regular series of research papers discussing sector specific issues (including idea generation and concepts)
At least 4 years' experience in an investment communications role, originating contents, writing market commentaries, drafting pitch books from scratch and crafting RFP replies
Direct working experience with portfolio managers and analysts
Strong writing skills and the ability to originate/create content
Analytical and strong attention to detail
Able to manage multi projects, handle time pressure and deliver to all deadlines

Senior Investment Writer Resume Examples & Samples

Manage and evolve investment strategy messaging for the company and its core offerings
Working closely with the CIO, define and execute CIO communications strategy
Develop scheduled, recurring investment commentary using independent research and other data analytics; including material developed across the global enterprise
Ensure copy complies with corporate standards, effectively communicates desired message and meets project deadlines/specifications
Demonstrated expertise writing investment-related content in a global wealth management environment, including solid knowledge of financial markets across asset classes
Proactive in proposing ideas and able to follow up on ideas and issues to a successful conclusion
Strong research and analytical capabilities. Proficient with statistical information, able to interpret data and used it to provide evidence in support of written statements
Meticulous attention to detail and keen eye for consistency and accuracy

Investment Writer Resume Examples & Samples

Creating commentaries using attribution reports, input from portfolio/product teams, independent research and other data analytics
The core focus includes writing: (1) scheduled, recurring commentary deliverables, and (2) more complex or high-profile commentary assignments (e.g. topic/discussion pieces, newsletters and special projects)
Ensuring copy complies with corporate standards, effectively communicates desired message, and meets project deadlines and specifications
5 plus years of job related work experience
Extensive successful writing experience, preferably in the financial services industry – with a particular emphasis on fixed income or alternative investments
Bachelor’s degree - with a major in English, communications, economics or similar discipline, preferred. MBA, CFA, CSC, preferred
Solid understanding of investment products and industry; good working knowledge of the firm’s products and the overall industry
Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Access, etc.)
Works autonomously, with limited general direction/supervision
Excellent research and analytical skills, including ability to perform simple mathematical calculations or analyses
Ability to operate under scheduled, tight deadlines, proficiency at prioritization, proven experience with managing multiple tasks simultaneously, and effective interpersonal skills
Ability to rewrite or reword work in response to comments from portfolio management, product strategy, senior staff, Legal, etc

Investment Writer Resume Examples & Samples

Extensive successful writing experience, strongly desired in the financial services industry – preferably with a particular emphasis on fixed income or alternative investments
Educated to degree level, preferably with a major in English, communications, economics or similar discipline
Financial services industry experience required
Exposure to multiple product vehicles and client types (e.g., Institutional, Retail, non-U.S.) strongly desired
Works autonomously, with limited general direction/supervision; work is reviewed for accuracy

Senior Investment Writer Resume Examples & Samples

Thought leadership articles will have a strong presence in the day to day writing, exploring topics on specific investment views, producing educational documents on varied industry news topics and interviewing fund managers
Regular investment reporting producing commentary for newsletters, factsheets and presentations
Working with marketing to support specific fund launches and communicate the company's goals and investment process through campaigns and publications. Being involved in meetings with marketing and helping with specific objectives for the business
The writing will be used for different client channels including institutions and intermediaries, across a variety of platforms including web, email and print
Previous experience investment writing within the asset management industry
Ability to research a topic and formulate the initial idea for new topics
Excellent understanding of investment management products across equity and fixed-income and the overall economic environment
An industry-related professional qualification would be advantageous, CFA, IMC etc

Investment Writer Resume Examples & Samples

Ability to manage relationships across the business, especially with fund managers
Involvement within social media strategy would be advantageous
Ideally educated to degree level in communications or economics

RFP / Investment Writer Resume Examples & Samples

Leading project management and completion of RFPs and maintaining the qualitative RFP database (Qvidian). This involves overseeing the RFP process, consulting with sales associates and regional Relationship Managers/Client Executives, using both standard answers, identifying where new content is required and developing that content
Interviewing key knowledge experts (investment professionals, product experts, legal, compliance, marketing, etc) to produce new RFP content
Leading project management and completion of DDQs and surveys for client retention within the North America region. Support for production of documents for prospects and clients outside of the US and Canada who invest in US or Canada-domiciled funds may also be required on occasion
College Degree required. Journalism, English, Communications, Business Administration, Public Relations or Marketing majors preferred
Minimum of 5 years of demonstrated experience in proposal, technical or business writing. Ability to analyze RFP content for detail and accuracy
Strong organization and delegation skills are necessary in order to negotiate and work within tight deadlines. Ability to prioritize assignments, based on a broad understanding of the business requirements, to meet project deliverables. Ability to coordinate projects with others
Demonstrated ability to interact effectively with all levels of internal clients. Strong personal and interpersonal skills. Must be comfortable communicating deadlines to other associates and, on occasion, managing differing viewpoints of various stakeholders
Ability to work on multiple assignments and manage conflicting deadlines without sacrificing quality
Working knowledge of financial markets, investment concepts, competitors and industry trends. Knowledge of Russell's portfolio management and manager research processes preferred
Strong research skills using a variety of electronic, internet and hard copy resources and tools
Ability to work independently as well as in a team setting
Able to work across the organization with all levels of management
Excellent writing, editing and interviewing skills
Able to manage deadlines effectively
Expert user of Microsoft Office suite (Word, Excel, PowerPoint) and Adobe Acrobat
Knowledge of Microsoft SharePoint software is a plus

Senior Investment Writer Resume Examples & Samples

Thought leadership articles will have a strong presence in the day to day writing, exploring topics on specific investment views, producing educational documents on varied industry news topics and interviewing portfolio managers. Including but not limited to
A Bachelor’s degree is required
7+ years of relevant experience, preferably within the investment management industry
Experienced writer with strong investment knowledge
Resourceful with inherent analytical and problem solving abilities
Meticulous attention to detail and quality control
A keen eye for consistency and strong proofreading skills
Proficient with investment performance statistics and able to translate financial information into clear and concise written insights
Demonstrated ability to formulate and convey a differentiated story
Ability to prioritize, multitask, and deliver multiple projects against critical deadlines
Responds well to direction; can work independently and in a team environment
Ability to build relationships with various constituencies throughout the firm

Investment Writer Institutional Resume Examples & Samples

8-10 years financial communications experience, in journalism and/or at an asset management, financial, consulting, or other firm. Experience in ghost-writing and thought-leadership publishing a big plus. Experience as an editor also a plus
Strong organizational skills. Ability to track and manage a variety of content projects from start to finish—from inception with high-level stakeholders through multiple iterations, compliance review, production and delivery to clients via digital and traditional channels
Superior writing and editing skills, and ability to do either one as the situation demands. Ability to address complex topics in a reader-friendly but sophisticated manner. Experience in writing in-depth, analytical features as well as short items
Solid knowledge of finance and institutional asset management and a passion to keep learning more as a committed student of the markets
Flexible, team player. Record of learning and progressing in prior positions

Senior Investment Writer Resume Examples & Samples

Write and deliver investment communications, including thought leadership, sales collateral, email, and web content
Partner closely with marketing peers to create and execute comprehensive marketing programs using a variety of tactics to enhance Mellon Capital’s brand and drive client acquisition and retention
Evolve product-specific marketing materials (print and online). This includes and production of collateral materials (web content, brochures, direct mail and email campaigns, advertising, newsletters, presentations, and supporting content for strategic initiatives and key products)
Execute market research projects to learn about client perceptions and insights, product validation, messaging effectiveness, and untapped marketing opportunities
Effectively enable colleagues to take action on behalf of the company by
B.S. or B.A. required. Degree in business, marketing communications, finance, economics or related discipline preferred
5+ years of investment management (7-10 years preferred), retail brokerage, financial services, business-to-business, and/or retail and institutional marketing work experience, including professional writing experience in the asset management industry. Specific equity, fixed income and alternatives marketing experience helpful
Excellent verbal, visual/presentation, and interpersonal communication skills
Strong writing skills. The ideal candidate will demonstrate ability to craft clear, concise, and compelling content from scratch
Excellent project management and collaboration skills with an ability to manage competing interests under demanding conditions
Proven ability to develop and effectively communicate complex concepts and ideas in business terms
Focused on building long-term working relationships with a genuine interest in working with people of all levels to fulfill the company mission
Proven business acumen and results orientation
Strong hands-on approach with a high level of self-motivation, integrity, and ethics

Senior Investment Writer Resume Examples & Samples

Develops content for a variety of investment communications, including macro-economic commentary and market updates, investment perspectives from the Janus investment team, portfolio-specific commentaries, as well as white papers and/or other collateral on timely industry topics
Performs in-depth research to support content development, including conducting portfolio manager and analyst interviews and gathering and interpreting financial data
Works in partnership with the investment team to write and produce monthly, quarterly, semi-annual and annual portfolio manager commentary/letters; customizes content to meet client-specific requirements as needed
Follows market and economic trends and proactively communicates the investment team’s views on timely investment topics as appropriate
Edits content for delivery across a variety of mediums, including print, web, audio/video, webcasts and social media
Takes content from concept through completion, including coordination of necessary compliance reviews and oversight of the production process to ensure timely delivery
Manages data automation capabilities and processes
May review work and provide feedback to other team members (e.g., less experienced staff members)
Strong interpersonal and relationship management skills
In-depth knowledge of the financial markets and the global economy, investment concepts, and the asset management industry
Ability to research complex topics and confidently interview investment professionals
Ability to review current financial market conditions and/or fund characteristics and extract ideas that help differentiate Janus Capital from our industry peers
Ability to interpret or conduct quantitative financial analysis to support content ideation
Ability to take complex financial topics and communicate them in a clear and concise manner
Ability to think creatively, conceptually, and strategically
Ability to plan, prioritize, and manage multiple projects simultaneously
Understanding of collateral production processes and delivery methods
Strong computer skills including MS Word and Excel
Seven years financial writing experience in the investment management industry required
Journalism background preferred, preferably with a financial publication

Investment Writer, Investment Institute Resume Examples & Samples

Writing, editing, data mining, fact-checking and designing BII investment strategy content
Collaborating closely with BII’s chief investment strategist and head of research on content
Partnering with global production staff and investment writers to produce BII publications
Superb writing and editing abilities, and excellent interviewing skills
Ability to work very quickly, deliver on or before deadline and go the extra mile
Intense attention to accuracy, detail and consistency
Intellectual curiosity
Excellent organizational, representational and leadership skills
Ability to partner with senior BlackRock portfolio managers and executives
Work experience of 10 years in senior reporting and editing positions in financial journalism
Experience in managing financial writers a plus

Investment Writer Resume Examples & Samples

Create and distribute content to current clients and prospects in the form of e-mail communications, white papers, website copy and more
Build content using SEO principles and best practices where applicable
Translate marketing strategy and creative concepts into compelling copy
Use engaging language while creating clear, concise and relevant copy
Help manage client listservs and automate where possible

Asset Management Marketing Investment Writer VP Resume Examples & Samples

Superior writing and editorial skills in English, Chinese and/or Japanese. Marketing/copywriting experience a plus
Strong interviewing skills; demonstrated ability to synthesize various viewpoints and translate those views into thoughtful marketing and educational pieces
Solid understanding of financial, economic and investment concepts, asset management industry and products
Highly flexible; comfortable working with ambiguity, frequently changing deadlines and minimal supervision
Thrives working both independently and as a team member
Ability to strengthen the brand and digital efforts by working with content producers and marketing managers to write and develop digital copy, including engaging articles, teasers and headlines
7+ years of investment/financial writing experience

Asset Management Marketing Senior Investment Writer ED Resume Examples & Samples

Displays a reporter-like tenacity to get on the calendar of senior-level subject matter experts when necessary to react to market events, generate high-quality content under tight deadlines, within hours or next day
Proven success in establishing and maintaining rapport with senior investment professionals and salespeople
Strong quantitative skills, ability to understand a client mindset
Excellent skills using MS Excel and PowerPoint tools. Ability to inform process efficiencies
Strong project management skills and ability to coordinate editorial projects with multiple departments
Bachelor degree or higher in economics, journalism or equivalent preferred with demonstrated experience and success as a writer in the industry
Process-driven, attentive to details with proven experience of managing content production processes
10+ years of investment/financial writing experience including content strategy development and team management
Strong leadership and interpersonal skills to coordinate efforts across teams across countries
Candidates should submit three professional writing samples with their resume

Investment Writer Resume Examples & Samples

Plan, write and edit original and topical content on key themes against tight deadlines such as whitepapers, and markets/product commentaries. Content will be targeted for a variety of audience types, from retail investors to highly knowledgeable institutions/sophisticated clients and consultants. Topics to cover broad factor investing and will include specific strategies such as smart beta, enhanced factor strategies and other similar systematic approaches
Develop a deep knowledge of FBSG products, solutions and clients
Work with marketing colleagues across channels to implement technical investment content and messaging across a range of marketing collateral (including print, email, direct mail and web content), advertorials and thought leadership
Develop digital content strategy and regularly produce material for public websites and blogs, in collaboration with Global Marketing and Communications
Contribute to the overall thought-leadership agenda for FBSG and project manage agenda and stakeholders to ensure all projects progress smoothly and meet agreed upon deadlines
Contribute original ideas for articles and other thought leadership material to be a key part of ongoing campaigns
Effectively manage a range of internal stakeholders, including sales teams, creative services, digital marketing, compliance and corporate communications
Demonstrable ability to deliver concise, thoughtful, relevant and timely copy to deadline and under pressure for a range of audience types and across a range of formats
Ability to work effectively and collaboratively in a team environment – adaptable, reliable with a strong ‘can do attitude’ and robust communication skills
Ability to take briefs and assimilate complex content quickly in order to turn it into clear and concise copy
Strategic and creative thinker with attention to detail and delivery focus
Have a sound track record in effective coordination and project management
Work independently and proactively in an entrepreneurial and fast-paced team environment
Outstanding written and verbal communication skills a requirement
Strong Microsoft Office (Excel, PowerPoint, and Word) skills required
BA/BS required
Minimum 6 years relevant investment writing experience
Experience and understanding of capital markets across a broad range of asset classes required, demonstrable interest in factor investing a plus

Investment Writer, Investment Institute, VP Resume Examples & Samples

Writing, editing and fact-checking BII investment strategy content
Collaborating closely with BII’s chief investment strategists and head of research on content
Interacting with senior BlackRock portfolio managers to put together investment insights
Helping conceive investment themes and bringing them to life in BII publications
Collaborating with Marketing and Media teams to further BlackRock’s though leadership
In-depth knowledge of – and passion for -- global financial markets
A self-starter with loads of creativity, team spirit, versatility and persistence
Data mining prowess, ability to work with Excel and strong interest in graphics/design
Excellent organizational and representational skills
Work experience of at least five years in reporting and editing positions in financial journalism
University degree or equivalent work experience

Freelance Investment Writer Resume Examples & Samples

Minimum 2 years of digital news writing experience
Strong knowledge of investing products, including stocks, mutual funds, ETFs, bonds, options and commodities
Copy editing skills

Investment Writer, VP Resume Examples & Samples

Work closely with our regional Investment Strategy team to represent their investment views through regular written market commentary and outlook pieces
Work with key internal partners such as Marketing and Communications to develop new ideas for furthering the Asia business brand
Work with stakeholders such as BlackRock Investment Institute and Product Strategy teams in order to develop new ideas and ensure alignment on content creation and messaging
Be confident in identifying ideas/angles and presenting them to the team and partners
Edit and proof external communication materials to ensure content has a clear message and is consistent with Asia market views
Potentially contribute to developing thought leadership and white papers
Keep up to date with developments in financial markets and maintain a deep understanding of investment communications developed by our peers
Located in Hong Kong, the primary responsibilities include but not limited to
Undergraduate degree in communications, journalism, English, marketing, or finance preferred
At least 5 years of relevant investment writing experience in a related financial services or financial journalism role
Strong knowledge of financial markets and investment/financial concepts
Proven and exceptional writing skills to help create a wide range of communication materials for various audiences
Ability to capture complex ideas and write clear, concise and engaging content across different mediums
Ability to work at a fast pace with strong attention to detail
Be highly organized and possess strong project management skills
Must be able to work in a team environment, with partner areas across the firm
Strong work ethic and ability to work independently when necessary
Strong skills with Microsoft Office applications such as Word, Excel and PowerPoint as well as
Asian language skills a plus

Investment Writer Resume Examples & Samples

Develops, writes and edits world-class investment content in the form of marketing materials, presentations, conference materials, event or speaking scripts, and product/capability communications. Helps to illustrates often complex financial concepts through compelling and engaging content and visuals Provides editorial consulting to internal groups in the form of copyediting, proofreading and project management. Leads and refines MFS retail voice and editorial style
Cultivates rapport with distribution partners and investment teams based on knowledge of industry trends, business priorities and marketing plans, and investment trends and ability to communicate complex financial concepts to a broad range of audiences. Leverages, connects, and helps merchandise existing content, research, scripts, and other material to MFS thought leadership agenda
Collaborates with distribution colleagues from Sales, Marketing, Product and Relationship Management to reflect latest client insights and issues. Strives for content that has a strong narrative and engages target audiences. Builds consensus in positioning across business areas
Performs additional writing duties as required
BA/BS in Journalism, English, Marketing. Economics and Finance are also helpful
Minimum of 10 years of professional writing experience, including at least 5 years of writing experience in an asset management company, or comparable B2B financial services provider, or an agency serving the investment industry
Exceptional writing skills and demonstrated proficiency in writing for a variety of audiences. Strong global retail fund (advisors, private bankers, broker/dealer, intermediaries) experience is a plus
Strong understanding of investments, markets and economic trends; ability to translate complex financial concepts
5Ability to work collaboratively, confidently with stakeholders; conveys credibility when working with investment

Senior Investment Writer & Editor Resume Examples & Samples

Develops, writes and edits world-class investment content in the form of white papers, presentations, conference materials, event or speaking scripts, market commentaries and investment communications
Conducts analytical research in support of investment ideas. Illustrates complex financial concepts through compelling and simple visuals
Provides editorial consulting to internal groups in the form of copyediting, proofreading and project management. Leads and refines MFS voice and editorial style across firm for published investment content
Cultivates rapport with investment team based on knowledge of investment trends and ability to communicate complex financial concepts to a broad range of audiences. Leverages and connects existing content, research, scripts, and other material to MFS thought leadership agenda
Collaborates with distribution colleagues from Sales, Marketing, Product and Relationship Management to reflect latest client insights and issues
Strives for content that leads and challenges common market perspectives
Manages publication calendar and deadlines. Builds consensus in positioning across business areas
Performs additional duties as required

Investment Writer Resume Examples & Samples

Conceive, research and write digital-friendly investment content for institutional and wholesale clients in Asia and beyond
Collaborate with London-based team members on global writing projects
Liaise with investment and distribution teams to really understand Fidelity’s thinking and our clients’ needs
A digital-first publishing approach and experience in writing for audiences online, with evidence of success
Excellent writing skills – the ability to research a topic in depth and produce clear and insightful copy to deadlines. Prior experience in financial journalism or investment communications is desirable, as is experience and evidence of writing long form pieces or white papers
Strong research, idea generation and information-handling skills with the ability to grasp important themes and substantiate arguments with credible details and facts
Creativity in producing thoughtful arguments, presented in an accessible way
A deep understanding of investment, asset management and diverse client groups
Educated to degree level, perhaps with a CFA
Initiative and intellectual curiosity
The confidence and credibility to work face-to-face with senior executives, portfolio managers and research analysts. The successful candidate will be expected to form strong relationships with the investment team to understand their areas of expertise in order to produce content that leads the industry

Senior Investment Writer & Campaign Manager Resume Examples & Samples

Create value-add communications by using proprietary and independent research, reports and other data analytics to develop meaningful content for targeted audiences
Develop, execute and measure marketing campaigns and programs to drive sales
Think critically and translate complex financial services ideas into engaging marketing materials for non-technical audiences
Conceptualize themes and create and edit content for marketing, promotion, and other pieces to be used externally to promote the brand and drive sales
Write and edit copy for all media platforms that complies with corporate standards, effectively communicates desired messages, and meets project deadlines/specifications
Hold overall accountability for content developed, ensuring consistency and accuracy of messages
Engage subject matter experts from across to business to develop key messages and to obtain necessary sign offs
Work with graphic and web designers to provide creative direction that meets brand standards
Keep abreast of issues affecting the investment industry and develop content that addresses concerns clients have with regard to these issues
Ability to quickly and thoroughly assess and improve marketing collateral such as retail pieces, promotional brochures, website, sales ideas, email campaigns, twitter messages, mail campaigns, research papers, whitepapers, etc
Collaborate with key stakeholders across business units to deliver exceptional results and to share ideas and learning
Work autonomously, with limited general supervision
Be involved in wider team projects as necessary
At least 6-8 years of successful writing experience
Creative thinker who is able to undertake and address the needs of internal and external clients working on a wide range of projects
Excellent research and analytical skills, including ability conduct analyses and accurately proofread documents
Ability to interpret complex information and produce it in a clear concise manner
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Investment Writer Resume Examples & Samples

Investment writing: Prepare and review written materials to ensure consistent and timely investment information and messaging to our key audiences including clients, and the media. This may include information about our investment products/capabilities, new research, and may be either reactive or proactive in nature (markets, events/ crises)
Produce Thought Leadership and thematic pieces by leveraging the in-house expertise with a focus on China related topics,
Corporate writing: Prepare and review written materials relating to our organization/capabilities in collaboration with our investment teams. This may include corporate brochures, intranet texts, marketing collaterals, and management newsletter
Edit and proof read content for external communications

Passive Investment Writer Resume Examples & Samples

Align, coordinate and execute the ETF business’s overall strategic positioning, messaging and value proposition by working closely with management, product, Capital Markets and sales teams, as well as other areas of Marketing
Build and implement timely, results-oriented product marketing plans and programs to support the ETF product line
Employ a digital first mindset for all content created, including development of Web content to engage various customer segments. (ex: video script production, web panels, strategy pages)
Manage the marketing strategy for the new product pipeline, including the promotion of new products across all venues in coordination with channel marketing, digital marketing, press relations and fulfillment
Use deep knowledge of industry and internal compliance regulations to create and support all product-related content for ETF business’s focus products, specific asset classes or major projects
Work with creative services, project managers and fulfillment to ensure adequate supply, effective distribution and fulfillment of product collateral to target audiences
Regularly monitor and assess product information needs in coordination with sales and ETF team, plan for upcoming events or campaigns and ensure the timely delivery of all required product marketing items
Regularly conduct product and industry research to support best-in-class product marketing materials
Initiate new, innovative product and practical solutions to capture sales opportunities and retain clients as marketplace needs shift and grow
Build and maintain strong, positive interpersonal working relationships with all applicable constituencies to accomplish departmental and firm-wide goals. Ability to integrate and communicate strategic ideas across various internal and external channels
Write clearly, concisely
Effectively and willingly implement editorial feedback
Identify, assess and prioritize assignments and manage deadlines
Effectively and professionally manage relationships with coworkers and internal clients
Demonstrate technological familiarity and capability
Understand the regulatory environment and compliance guidelines
Well organized, goal-oriented, ability to juggle many projects simultaneously
Excellent writing and presentation skills; copywriting and editing background helpful
Strong knowledge of ETF sales and distribution process
Strong knowledge of the regulatory environment
Strong creative background and print production knowledge helpful
Minimum of two years of writing, marketing and/or sales experience
Demonstrated ability to work both independently and as a team member

Investment Writer Resume Examples & Samples

Write recurring periodic commentaries using attribution reports, input from portfolio/product teams, independent research and other data sources
Draft more complex or high-profile commentary assignments (e.g. topic papers, newsletters and special projects)
Ensure copy complies with corporate standards, effectively communicates desired message, and meets project deadlines and specifications
Excellent writing skills with the ability to be flexible in your writing style, and writing experience within the financial services industry
Proficient in interpreting attribution reports and able to translate data into clear, concise text
Excellent organization skills with demonstrated success in working to tight deadlines, prioritizing, multi-tasking, attention to detail, and cooperating with team members
Knowledge of financial analysis and/or knowledge of or interest in emerging markets is strongly preferred
Bachelor’s degree, ideally in communications, economics, finance or similar discipline
Knowledge of business desktop applications (i.e.: Microsoft Office, Quark etc.)
Comfortable working autonomously
Ability to rewrite or reword work in response to comments from portfolio management, product strategy, senior staff, etc