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Are you a financial storyteller who finds the narrative hidden within the numbers? Our leading wealth management client is seeking an outstanding Senior Investments & Analytics Writer to empower investors through high-impact content. This role offers the chance to work within a prestigious asset management firm’s investment content team. You will be a pivotal voice in crafting narratives that shape financial decisions, translating complex equity fundamentals and portfolio data into clear, persuasive communications for a sophisticated audience. As a key player on the Equities-focused marketing team, you will develop a wide range of content covering equities, fixed income, and multi-asset solutions. You will collaborate directly with senior business leaders and portfolio managers to bridge the gap between technical data and investor insight.
Job Responsibility:
Take raw data and manipulate it in Excel to create compelling “proof points” that support investment narratives
Conduct interviews with senior investment professionals to extract unique market perspectives
Write original content for digital properties, in-depth white papers, social media, email campaigns, conference presentations, and pitch books
Manage high-priority writing projects from research to final delivery, ensuring alignment with brand standards and regulatory requirements
Stay ahead of industry trends, equity fundamentals, and regulatory shifts to ensure all content is timely and accurate
Requirements:
Bachelor’s degree in Economics, Finance, Business Administration, or a related field
Minimum of 2–3 years of dedicated financial writing experience
In-depth understanding of equity markets, portfolio construction, and asset management
High comfort level with quantitative concepts
Ability to source and manipulate data in Excel and other formats to build charts and supporting evidence
Proven ability to distill complex, technical ideas into clear, coherent, and engaging narratives for sophisticated investors
Must submit writing samples that demonstrate ability to handle technical financial subject matter
Nice to have:
MBA or CFA designation (or active CFA candidate)
Experience writing for institutional or high-net-worth audiences