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Investment Writer - Global Equities

Information About This Job

Job Title: Investment Writer - Global Equities
Contract Type: Permanent
Location: London
Contact Name: Max Heppleston
Contact Email:
Job Published: 11 months ago

Job Description

A leading investment management company in London is looking to hire an Investment Writer to join their busy team.


Key Responsibilities

  • Responsible for creating monthly, quarterly, as well as semi-annual and annual (when necessary) written content, providing significant insight into portfolio management decisions. Content will reinforce the client’s investment decision to choose the comapny and carry investment management’s voice to the client. Main outputs include high volumes of:

    • Quarterly review reports in standard and customized branded formats

    • Monthly, quarterly, semi-annual, annual, and ad hoc reports and client letters in custom formats.


The position requires the following capabilities:

  • Close working relationships with portfolio analysts / portfolio specialists to stay abreast of market developments and portfolio changes in real time for assigned strategies and broad asset class.

  • Understand portfolio performance attribution, positioning and strategic purchases and sales or actionable insight in client reports for assigned strategies.

  • Deliver a high volume of reports under strict deadlines, balancing the need for speed and efficiency with quality analysis and crisp writing that enhances the comapny brand.


Core Investment Content in RFP database

  • Creating or revising core content to reflect product launches or changes in existing strategies or competitive environment. Core content is used in sales and consultant relations documents.

  • Serving as the asset class point person, working with RFP Editors and Portfolio Analyst to ensure that content is persuasive in promoting the benefits of the company

  • Marketing discipline in writing core content, using clear and succinct messaging to call out client benefits and competitive differentiation of the company

  • Ability to position of the company based on in-depth knowledge of the asset class and awareness of current market and competitive environment.


Marketing Collateral

Responsible for creating both asset class and strategy-specific prospecting and marketing collateral. Key outputs include:

  • Branded Fund Profiles, Product Focus and Strategy Highlights

  • Quarterly performance content

  • Newsletters, feature articles, blogs, short brochures, web content, and placed articles.


The position requires the following capabilities:

  • Strategy expertise to produce standard marketing collateral supporting marketing and sales.

  • Investment marketing communications skills to clearly identify main messages, client benefits and  competitive differentiation.

  • Versatile writing skills to create content for range of formats, including marketing brochures, manager interviews, web content and placed articles.


Skills & Experience

  • Experienced writer / editor

  • Equities knowledge

  • Ability to write about complex concepts in an interesting and engaging style

  • Strong attention to detail and accuracy

  • Knowledge of financial markets, economics or finance

  • Knowledge of proposal content and marketing communications best practices

  • Ability to develop relationships across the firm

  • Deadline-driven, multi-tasking skills

  • Must be a team player as collaboration is an intrinsic part of the culture



  • Experience in writing/editing for business, economics or institutional financial services

  • Experience with marketing communications process

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