Investment Writer Job Description
Investment writer
provides research and financial analysis to support the investment of the FI assets including evaluation and trends of fixed income markets maintaining a good understanding of equities, foreign exchange, commodities and other markets.
Investment Writer Duties & Responsibilities
To write an effective investment writer job description, begin by listing detailed duties, responsibilities and expectations. We have included investment writer job description templates that you can modify and use.
Sample responsibilities for this position include:
Originate copy for marketing communications and sales support materials, from regular brochures and presentations to ephemeral thought leadership and white papers
Originate and execute ideas for new materials, with a focus on communicating the group’s key product messages across a range of traditional print and digital media
Deliver content in time to a consistent standard, in line with the group’s corporate identity and writing style guidelines
Serve as an editor to the North American marketing team as it relates to all external communications, editing and re-writing as required
Establish strong working relationships with fund managers and compliance counterparts globally to ensure smooth end-to-end delivery of all material
Work with US and global PR function to draft byline articles and commentary for press in US and internationally
Provide input to consultants, research and rating house review questionnaires Morningstar
Preparing analysis and reporting of product performance for internal and external use
Support sales and marketing efforts by creating and maintaining marketing and request for proposal (RFP) narratives
Serve as in-house expert on subject matter of responsibility, also prepare advanced materials for quarterly meetings
Investment Writer Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Writer
List any licenses or certifications required by the position: CFA
Education for Investment Writer
Typically a job would require a certain level of education.
Employers hiring for the investment writer job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Economics, Communications, Journalism, English, Finance, Marketing, Business, MBA, Education, Graduate
Skills for Investment Writer
Desired skills for investment writer include:
Business desktop applications
Mutual funds
Financial markets
Firm’s products and the overall industry
Bonds
ETFs
Excel and other MS-Office applications
Financial markets across asset classes
Investing products
Options and commodities
Desired experience for investment writer includes:
Develop detailed understanding of company products and market position
Assisting with projects involving data and reporting automation
Complete understanding of company products, strategy, mission and direction
Running and analyzing reports using specialized software
Communication with management, employees and colleagues on a regular basis
Directly manage RFP team employees, provide training, coaching and reviews
Investment Writer Examples
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Investment Writer Job Description
Job Description Example
Our company is looking for an investment writer. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment writer
- Preparing analysis and reporting of RFPs for internal use
- Responsible for daily work activities of the RFP team and projects, ad-hoc requests and reporting in a timely and accurate manner
- Ownership of RFP narrative database
- Ability to work well in a team environment and work under pressure with deadlines
- All other ad hoc tasks as needed
- Develop scheduled, recurring investment commentary using independent research and other data analytics
- Leading project management and completion of RFPs and maintaining the RFP database (Qvidian)
- Previous exposure to the Pensions industry
- Wordsmith with previous evidence of written investment communications, whether in a previous in-house role or as a journalist
- Ability to inform and educate through writing
Qualifications for investment writer
- Provides direction on creative development, design, layout and deployment of all communications materials through current and emerging channels
- Excellent writing skills for investment audiences (institutional, asset management, or capital markets preferred)
- University Degree required in Finance, Marketing or Journalism
- Experience working in Financial Services, Asset Management, Capital Markets or Professional Services environment
- Producing high quality copy for a suite of marketing materials—both offline and online—that have been designed to help promote our range of focus funds
- Creating copy for pan-European campaigns, roadshows and events, including invites, web copy, emails and sales materials
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Investment Writer Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment writer. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment writer
- Production of thought leadership articles, exploring topics on specific investment views, producing educational documents on varied industry news and interviewing fund managers
- Literature will be used for different client channels (Institutional, Discretionary and Retail) across a variety of platforms including web, email and print
- Previous exposure to the Investment Management industry
- 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
- Previous exposure to the property industry
- Evolve product-specific marketing materials (print and online)
- Responsible for written requests for information, due diligence and new business proposals
- Partners with various departments for timely company information and data
- Creates an accurate presentation of CG offerings by gathering and developing written content from a variety of sources to complete responses
- Participate in projects and initiatives as requested by management
Qualifications for investment writer
- Investment writing experience
- A background in asset management and a good knowledge of all product areas including equities, fixed income, liquidity, multi-asset investing and alternatives
- A strong knowledge of economics and markets
- An ability to work independently within a team structure
- An ability to write for multiple distribution channels, including financial advisers and institutional investors
- The ability to edit sophisticated and complex papers for institutional audiences
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Investment Writer Job Description
Job Description Example
Our growing company is looking for an investment writer. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment writer
- Ensure answers from different counterparts are received on time, the RFP is submitted by the deadline and clear communication is sustained throughout the process
- Tailor the tender response to answer the requirements of the prospect/client and the chosen strategy
- Research and gather required information, develop, edit and produce contact as required
- Ensure that quality of response is maintained and that the response is thoroughly checked
- Ensuring that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all agreed parties
- Maintain the ‘RFP machine’ (PMAPS)
- 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
- 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
- Thought leadership development
- Conducts analytical research in support of investment ideas
Qualifications for investment writer
- Production of thought leadership pieces, white papers and marketing communications materials for distribution both on- and off-line
- Being a Subject Matter Expert for the UK and EMEA Pensions market
- Liaising directly with the Distribution team and portfolio managers to produce engaging and informative investment communications
- Bachelor degree or higher in economics, journalism, humanities or equivalent preferred with demonstrated experience and success as a writer in the industry
- Bachelor’s degree - with a major in English, communications, economics or similar discipline, preferred
- An industry-related professional qualification would be advantageous, CFA, IMC
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Investment Writer Job Description
Job Description Example
Our company is looking for an investment writer. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment writer
- Draft more complex or high-profile commentary assignments
- You will curate and write high quality investment content for dissemination to both internal and external clients, on a regular basis
- You would identify chances to create investment content across our range of products and solutions
- You will present investment content in an accessible manner
- You would handle multiple and diverse business partners
- You will establish and apply editorial standards
- You would ensure compliance with regulatory guidelines
- Determines proposal value proposition
- Writing biographies
- Researches and gathers standard information for basic requests and works with more senior associates to fulfill more complex RFIs, RFPs, DDQs, and ad hoc requests
Qualifications for investment writer
- 8-10 years financial communications experience, in journalism and/or at an asset management, financial, consulting, or other firm
- 5+ years minimum financial services marketing related experience at an asset management, bank, or registered investment advisory firm
- Strong writing skills and command of grammar
- Demonstrates a working knowledge of investments and general portfolio statistics
- Effective verbal communication skills and ability to collaborate with others
- Demonstrates strong attention to detail, organizational skills and a high level of intellectual curiosity
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Investment Writer Job Description
Job Description Example
Our growing company is looking for an investment writer. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment writer
- Helps to prepare responses to in-coming requests, working with more senior associates to ensure all aspects of our written responses are completed and accurate
- Collaborates with internal groups such as Sales/Distribution teams, Accounting, Operations, Investment Control, and Marketing Communications/Investment Writers on responses to more standard requests as needed
- Works with Legal and Compliance to ensure compliance related requirements are followed
- Helps to maintain our internal databases of approved responses (PMAPS) and coordinates closely with more senior staff and the team’s global content manager to maintain information for use across RFIs, RFPs and DDQs
- Gathers standard information and statistical data
- Gathers statistical data and information relating to investment strategies from databases and internal systems
- Solicits recommendations on how to best respond to client requests based on questions asked and available data compiled from approved internal sources
- Helps to ensure consistency with consultant/third party database information, and provides basic support to the Investment Information Services team, as needed
- Records information related to requests for workload tracking and metrics reporting
- May participate in team projects
Qualifications for investment writer
- Demonstrates ability to handle multiple priorities in a deadline driven environment
- Builds strong relationships with internal business partners and stakeholders
- Displays critical thinking and problem solving skills in areas of complexity
- Superior writing and editorial skills in English, Chinese and/or Japanese
- Maintenance of product profiles and investment process language
- Development of strong, effective, two-way working relationships with key stakeholders, including Global Institutional and Global Funds Sales teams and Client Portfolio Managers, who are responsible for reviewing and approving RFPs for their clients