Investment Writer Resume Sample
Kaylin Mayer
225 Alyson Rue,
Dallas,
TX
+1 (555) 780 2295
Work Experience
Senior Investment Writer
11/2017
-
PRESENT
Phoenix, AZ
- Follows market and economic trends and proactively communicates the investment team’s views on timely investment topics as appropriate
- Provide timely, insightful, accurate equity/fixed income specific investment communications across various channels e.g. retail, institutional, media, corporates
- Provide input to consultants, research and rating house review questionnaires e.g. Morningstar
- 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
- Collaborating closely with BII’s chief investment strategist and head of research on content
- Collaborating with Marketing and Media teams to further BlackRock’s though leadership
- Understand the different ways in which people consume information so as to apply the appropriate technique for the group’s communication channels, while maintaining consistent messaging
- In-depth understanding of the financial services industry, investment strategies and compliance practices
Investment Writer
11/2013
-
05/2017
New York, NY
- Expertise in investment products and asset classes, especially fixed income
- Demonstrated ability to articulate complex investment concepts
- Excellent interpersonal, communication and persuasion skills and a desire to collaborate
- Take projects from conception to completion: strong project management and problem solving skills
- Excel in a highly dynamic, entrepreneurial environment with changing priorities
- Work effectively and collaboratively in a team environment – adaptable, reliable with a strong ‘can do attitude’ and robust communication skills
- Collaborating closely with BII’s chief investment strategists and head of research on content
Freelance Investment Writer
04/2010
-
08/2013
Los Angeles, CA
- Exceptional writing skills and demonstrated proficiency in writing for a variety of audiences
- Work collaboratively with stakeholders; conveys credibility when working with investment professionals
- Work on multiple projects while adhering to strict deadlines
- 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
- 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
- New business opportunities-request for proposals
- Existing client relationships-due diligence questionnaires and requests for information
- Determining win concepts
- Gathering information from the RFP database
Education
Lindenwood University - Belleville Campus
2005 - 2009
Bachelor's Degree in Finance
Professional Skills
- Solid and demonstrable experience of writing and editing articles tailored to different audiences (e.g. clients, investment community, industry publications, media, clients)
- Strong and fast research skills along with excellent editorial skills
- Excellent organization skills with success in working to tight deadlines, prioritizing, multi-tasking, attention to detail, and working autonomously
- Demonstrated writing skills and experience, ideally within financial services, along with the ability to adapt writing style according to the audience
- Excellent writing and research skills and an ability to write for a variety of different audiences, including asset managers, consultants and advisors
- Strong marketing skills and the ability to distil key messages in the most appropriate way for the relevant audience
- Excellent research and proofreading skills
How to write Investment Writer Resume
Investment Writer role is responsible for research, proofreading, financial, microsoft, editorial, organization, marketing, retail, finance, training.
To write great resume for investment writer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Writer Resume
The section contact information is important in your investment writer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Investment Writer Resume
The section work experience is an essential part of your investment writer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment writer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment writer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Writer resume experience can include:
- The ability to work effectively in a team environment, collaborating with colleagues across the firm to produce and deliver content
- Building strong relationships within the writing team, the marketing department and the investment group
- Experience of monitoring and interpreting investment themes and trends
- Marketing writing experience in the financial services field
- Good understanding of the regulatory environment for financial products in the U.S
- Proven ability to develop and write clear and engaging content on investment-related themes
Education on an Investment Writer Resume
Make sure to make education a priority on your investment writer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment writer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Investment Writer Resume
When listing skills on your investment writer resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical investment writer skills:
- Strong skills with Microsoft Office applications, particularly Word, Excel and PowerPoint as well as third-party data sites such as Bloomberg, Morningstar
- Outstanding writing skills including
- Solid understanding of investment products and industry; good working knowledge of the firm’s products and the overall industry
- German and English writing skills at a very high level
- Solid writing experience in the financial services industry
- Experience a writing role with strong background in fixed income, equity and alternatives investments
List of Typical Experience For an Investment Writer Resume
1
Experience For Senior Investment Writer Resume
- Demonstrated success in a deadline driven environment, project management, attention to detail, organization of materials and cooperating with team members
- Financial services marketing related experience at an asset management firm, bank, or registered investment advisor
- Good understanding of the regulatory environment for product and non-product information in the U.S. and / or global markets
- Good knowledge of financial markets and investment/financial concepts
- Producing a range of high-quality investment content across a range of distribution channels and media including
- Act as a writing and editing resource to the Marketing team, ensuring high quality and accurate materials are being produced by the company
- Contribute to developing content for fund launches and marketing campaigns
2
Experience For Passive Investment Writer Resume
- Research, organize and write engaging product content including sales brochures / sales aids to support focus products
- Turn commentaries and other content intended for institutional audiences, into compelling copy for the mass market
- Write, edit and fact-check content which includes thought leadership pieces, core marketing collateral and promotional and value-add pieces
- Ensure consistency in the company’s voice, key messages and editorial style across channels and medium, including consistent positioning of the firm’s views and investment management
- Collaborate closely with Senior Channel Marketing Managers to develop effective communications suited to channel audiences
- Keep up to date with developments in financial markets and maintain a deep understanding of investment communications developed by our competitors
- The provision of investment commentary that reinforces the investment views and positioning taken by Legg Mason’s affiliates
- Contribute to editorial calendar through monitoring strategies, industry and market activities
3
Experience For Investment Writer, VP Resume
- Deep understanding of asset management industry and multi asset strategies
- Expertise developing diverse content pieces such as white papers, blogs, one-pagers, or website content
- Create commentaries using independent research, attribution reports and other data analytics
- Create investment-related web content and develop content for video, social media and PR opportunities
- Edit and proof external communication materials to ensure content has a clear message and consistent tone and style
4
Experience For Senior Investment Writer & Campaign Manager Resume
- Create web content and develop content for social media and video
- Work closely with stakeholders such as investment, product and distribution teams in order to develop new ideas and ensure alignment on content creation and messaging
- Demonstrate ability to capture complex ideas and write clear, concise and engaging content across different media including print, digital and video
- Maintain sound judgment and professionalism under pressure
- In conjunction with the Communications Group and Product Management and Research Analytics teams develop a deliverable programme of research based content leveraging existing content and resources
- Work closely with the Research Analytics and Product Management Teams to create research based content on index related matters and new products that is relevant to FTSE's wide ranging client base
5
Experience For Investment Writer, Investment Institute, VP Resume
- Prioritise and communicate to identified target audiences a consistent house view on technical subject matter in an accessible manner
- Build effective working relationships with Research Analytics, Product Management, Marketing & Communications within FTSE to ensure the delivery of the programme of research based content
- Extensive experience of investment writing or analysis at a senior level within an asset management firm
- A proven project management track record
- Comprehensive understanding of the investment management industry and financial markets across a range of asset classes
6
Experience For Senior Investment Writer & Editor Resume
- A keen understanding of the role played by indices across index user groups
- Collaborate with team members on global projects
- Provide strategic content thinking while partnering with business leaders and/or team members across Principal, turning firm or boutique strategic objectives and key messages into content that’s easy to read and use
- Partner with the Managing Editor to provide editorial leadership within Principal Global Investors (PGI) by staying current and connected with news and trends across the global investment management industry and maintaining a network of sources with strong subject matter expertise
- Writing and overseeing production of complex and high-profile commentary and other content deliverables (e.g. top portfolio managers, market perspective pieces)
7
Experience For Freelance Investment Writer Resume
- Write both long and short form content under tight deadlines
- Generate ideas and develop communications on a variety of complex financial concepts and topics intended for a sophisticated advisor audience
- Develop and maintain in-depth expertise of client needs and interests, business insight and market trends through independent research as well as consultation with internal partners
- Manage projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status
- Demonstrated success in a deadline driven environment, multi-tasking, project management, attention to detail, organization of materials and cooperating with team members
- Collaborate with Tokyo, Singapore and London-based team members on global writing projects
- Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPSÒ)
- Write both long and short form content under tight deadlines for various mediums
8
Experience For Investment Writer, Investment Institute Resume
- Generate ideas and develop clear themes on a variety of complex financial concepts and topics intended for advisors and institutions around the world
- Remain current with compliance rules
- Create content that provides unique insights to prospective and current LendingClub institutional investors
- Work with Corporate Communications, Sales, Product, and other Investor Group functions to surface ideas and drive them to completion
- Create content for reactive communications as necessary
- Recommend and test new approaches to continuously improve LendingClub’s ability to attract and maintain relationships with institutional investors
- High proficiency in Microsoft Word, Wordpress
- Write and review scheduled, recurring commentary deliverables, as well as the most complex or high-profile commentary deliverables (e.g., top portfolio managers, firm-wide market response pieces, newsletters, topic pieces, market overviews), serving as an SME for business partners globally
- Excellent organization skills with demonstrated success in working to tight deadlines, prioritizing, multi-tasking, attention to detail, and working autonomously
9
Experience For Investment Writer Institutional Resume
- Staying well-informed about developments in financial markets and our portfolios
- Leverages accessible concepts - using clear language that can appeal at an intellectual and emotional level
- Interact closely with marketing and investment professionals in Europe, the US and Asia
- Be part of a global investment writing team in a collaborative, deadline-oriented environment
- Knowledge of business desktop applications (i.e.: Microsoft Office, Quark, etc.)
- Write content and prepare communications gathering information from subject matter experts throughout the business and including content from Legg Mason’s nine investment affiliates to accurately express Legg Mason’s and our affiliates’ views and opinions across a wide range of materials
- Develop a deep understanding of Legg Mason’s investment strategies and product offerings to provide compelling content that resonates with clients and advisors
10
Experience For Investment Writer, Asset Management Resume
- React quickly to market events and generate high quality written content to tight deadlines
- Ensure that there is consistency in the product messaging across all marketing touchpoints, constantly refreshing and enhancing materials based on feedback from the sales team/clients and changing market conditions
- Maintain great relationships with key stakeholders at Legg Mason’s affiliates to facilitate the creation of high impact copy, whilst adhering to compliance regulations
- Maintain great relationships with global teams across Global Marketing and Communications, and Sales to build understanding of local business requirements and distribution channels
- Maintain an awareness of the competitive environment and industry trends associated with content and content distribution
- CFA or similar qualification advantageous
- Work with stakeholders to understand audience and business insights, and to follow strategic direction, key objectives and themes for content
- Use that understanding to develop compelling content across print and digital channels – from more in-depth thought leadership white papers, to shorter articles, catchy headlines, presentations, and engaging social media posts – with the aim of boosting sales
List of Typical Skills For an Investment Writer Resume
1
Skills For Senior Investment Writer Resume
- Strategic mindset and proven client-facing experience required
- Think strategically to create engaging content and effectively and accurately convey intended messages to target audience
- Experience in a writing role with strong background in fixed income, equity and alternatives investments
- Work and communicate effectively with a wide range of individuals internally and externally
- Very high calibre written English skills
- Experience managing engaging content programs through cross-functional teams
- Extensive successful writing experience, preferably in the financial services industry
- Strong marketing mindset and the ability to simplify complex messages for channels such as retail and advisory
2
Skills For Passive Investment Writer Resume
- Strong knowledge of financial markets and investment/sales/marketing strategies
- Experience in investment writing and content production (in a variety of formats)
- A good record of presenting technical arguments in public forums e.g. conferences
- Apply deep editorial experience in creating investment oriented thought leadership and content across print, digital, video, and mobile channels
- Proven ability to develop and write engaging, high quality content on investment-related topics
- Excellent marketing mindset and the ability to simplify complex messages for channels such as retail
- Highly organized personality with a proactive, enthusiastic, flexible approach that demonstrates initiative
- Significant experience in multi asset management or related businesses
- Excellent capability with Excel, Word and PowerPoint
3
Skills For Investment Writer, VP Resume
- Experience as a multi-asset strategist/salesperson, or in financial opinion journalism
- Strong knowledge of investment products with an ability to generate into thoughtful and engaging written commentary for multiple channels and global markets
- Build and maintain strong, positive relationships with internal partners (Sales, Portfolio, Legal, Creative Services) to accomplish department objectives
- Working on white papers, which includes working with product specialists and portfolio managers and conducting research
- Writing and editing answers based on information from subject matter experts
- Writing RFP drafts and obtaining approvals from subject matter experts, legal and compliance
- Editing and proofing other product-related material as needed
- Understanding of asset management industry and portfolio construction topics
- Conducting thorough quality assurance
4
Skills For Senior Investment Writer & Campaign Manager Resume
- Proficiency interpreting statistical information to support storytelling
- A learning culture that encourages and supports learning and development, both on a professional and personal level
- Investment reporting producing commentary for newsletters, fact sheets and presentations
- Develop a firm understanding of our DC funds’ investment philosophy, competitive positioning and value proposition
- Extensive and detailed understanding and knowledge of Swiss investment markets and products
- Create new or edit existing investment copy for a range of different audiences (quasi-institutional and intermediary)
- Sound understanding of financial markets and more generally the asset management industry
- Deep understanding of financial markets, mutual funds, ETFs and the investment industry
5
Skills For Investment Writer, Investment Institute, VP Resume
- Robust technical understanding of the drivers and benefits of a wide range of multi asset strategies (both pooled funds and bespoke solutions)
- Liaise with investment professionals to identify the key trends affecting markets today
- Expand our content shelf to meet growing demands from our clients and advisors
- Set the agenda for our thought-leading investment content
- Liaise with investment and distribution teams to really understand Fidelity’s thinking and our clients’ needs
- Represent FTSE at speaking events such as conferences and panel discussions
- Conceive, research and write compelling, digital-friendly investment content for sophisticated clients around the world
- Contribute to the global editorial steering board that sets content objectives
- Practical and result oriented work attitude to deliver high quality output
6
Skills For Senior Investment Writer & Editor Resume
- Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Windows, etc.)
- Investment Management Certificate or similar qualification advantageous
- Deep knowledge of global finance, global investment trends, network of editorial resources, deep expertise in all global investment categories - and the ability to translate that experience into intelligent, accessible, quick, and consumer-friendly language
- A team player that develops strong relationships internally and externally
- Operate within given processes and procedures under tight deadlines
- Investment industry accreditation would be a strong asset (e.g., CSC, IFIC)
- Able to understand and interpret performance attribution reports
- University education, preferably in business, economics or communications
7
Skills For Freelance Investment Writer Resume
- Broad knowledge of wholesale and institutional client types
- Strong interpersonal skills, preferably with experience of managing teams of support staffworking in a large team, and engagement with senior stakeholders, and an effective communicator who can work with senior management in order to meet strategic business plans
- Familiarity with Bloomberg,financial data - using Thomson Reuters Datastream, Eikon or other third party systems market data provider skills
- A strong grounding in portfolio theory and investment concepts
- Professional writing experience required, preferably as part of a marketing, communications or social media team in the financial services/investment industry
- A demonstrated ability to capture complex ideas and express them clearly and concisely
- A culture where continuous improvement, innovation, and growth are top of mind and diversity & inclusion is paramount
- Discounts to area fitness centers, large retail chains, cell phone providers, tickets, and more
- Dress for your Day dress code -- jeans and sneakers are acceptable if your day permits it
8
Skills For Investment Writer, Investment Institute Resume
- Commercial focus: able to create ideas and messages that resonate with a sophisticated audience
- An intuitive feel for financial markets and their drivers
- Solid editorial experience and demonstrable experience of writing and editing articles tailored to different audiences (internal distribution teams, third party distributors and/or institutional clients)
- An exceptional attention to quality, detail and accuracy
- Excellent knowledge of global financial markets, investment/financial concepts and the economy; excellent analytical skills; knowledge of Canadian asset management business (retail, intermediary, and institutional) would be beneficial
- Demonstrate ability to capture complex ideas and write clear, concise and engaging narrative and story-telling across different media including print, digital and video
- Juggle multiple assignments and turn projects around quickly
- Proficiency in Microsoft Word, Excel, Powerpoint as well as third-party data sites such as Bloomberg, Morningstar
- Partner with portfolio managers and executives; comfortable talking with SMEs about investments, portfolio construction, retirement plans, and the regulatory environment
9
Skills For Investment Writer Institutional Resume
- Creativity in producing thoughtful arguments, presented in an accessible,way
- Initiative, intellectual curiosity and an ability to dig up and decipher data that supports the story
- Fluent to native level Mandarin Chinese would be a distinct advantage
- Production of thought leadership articles, starting with research on investment-specific topics, all the way through to completion of informative and thought-provoking pieces
- Idea generation of new topics to explore, both for the UK and European Markets
- Regular production of articles and reports to keep clients informed of wider macroeconomic issues
- Internal stakeholder management, working with product specialists and fund managers to ensure investment commentaries accurately reflect the market activity and encompass market predictions
10
Skills For Investment Writer, Asset Management Resume
- Working as a team to revise and edit each other's work, ensuring everything is adapted to the target client channel and in the appropriate style for print, web or email purposes
- Curate and write flagship investment research for wealthy individuals
- Drive continuous improvement and boost reader engagement
- Manage our relationship with stakeholders across the bank
- Interact with Portfolio Managers, Directors of Research & Strategy and other investment professionals, at both Foresters Investment Management Company, Inc. in the US and Foresters Asset Management in Canada, to extract insights and develop commentaries, white papers and other thought leadership pieces
- Work with business partners in distribution units serving different retail, intermediary and institutional clients to understand business strategies and priorities
- Help drive the content strategy of North American Asset Management (strategic business unit) via the development and execution of a strategic editorial calendar to support business and marketing priorities
List of Typical Responsibilities For an Investment Writer Resume
1
Responsibilities For Senior Investment Writer Resume
- Creatively collaborate with visual and UX designers to create insightful images, charts and online experiences
- Proven understanding of investment products and the industry, particularly related to Fixed Income, Alternatives and/or ETFs
- Deliver material ranging from regular reporting to investment insights and topical pieces
- Create commentaries using independent research, attribution reports, fund manager interviews and other data analytics
- Tailors messages to serve the needs of different audiences, including business leaders, clients, prospects, advisors, plan sponsors, and participants
- Partner with Capital’s subject-matter experts to create sophisticated content supported by data and analytics
- Work with multiple stakeholders to reconcile different streams of opinions and philosophies into a coherent narrative & core message that can be leveraged in multiple ways
- A portfolio of editorial content that exemplifies superb writing skills and an ability to develop creative solutions, from succinct promotional copy to long-form articles or reports
2
Responsibilities For Passive Investment Writer Resume
- Monthly, quarterly, semi-annual, annual, and ad hoc client reports, which include market and portfolio commentaries
- Quarterly ‘in focus’ reports – more in depth reports on activity within the fund and market over the quarter
- Topical reports, for example portfolio manager interviews, investment views on a particular asset class, educational pieces on a current industry/market issues, and thought leadership pieces
- Write and review scheduled, recurring commentary deliverables - this includes reading through fairly complex attribution reports, delivering within tight turnaround times, and serving as an SME for business partners globally
- Proficient in interpreting complex attribution reports (e.g. Barra) and able to translate data into clear, concise text. Comfortable interacting with senior members of the investment team
- Knowledge of business desktop applications (e.g., Microsoft Office, Quark, etc.)
- Researches and writes complex, high-profile marketing and communication pieces for investors (clients and prospects), the consultants who serve that market, and Vanguard business and thought leaders
3
Responsibilities For Investment Writer, VP Resume
- Consults with marketing managers, business leaders, and subject matter experts regularly on communications and content strategies. Pitches new ideas. Finds creative ways to tell Vanguard’s story. Relies on metrics and analytics
- Creates in-depth, compelling communications and positioning on a range of subjects, including Vanguard funds, products, and services; financial markets; the economy; regulatory matters; portfolio construction and theory; and internal communication topics
- Displays versatility in producing clear communications through a wide range of styles and channels, including responsive web pages, campaigns, ads, emails, presentations, blogs, videos, letters, articles, videos, and social media channels
- Expertly presents and “sells” content and design solutions to senior management, project teams, partners, and stakeholders. Ensures the success of the strategy and the ability to champion the best possible user experience
- Develops and leverages the professional network to foster collaboration across teams to support company-wide initiatives, and to help the department solve problems. Works in partnership with cross-divisional teams and senior leaders
- Plays a leadership role on key projects that require data analytics and subject matter expertise, including responsive web pages, timely communications, campaigns, visioning, testing, and news
- Provides creative direction and guidance on messaging and/or content strategy across mediums—working closely and collaboratively with designers, developers, marketing managers, and business leaders
4
Responsibilities For Senior Investment Writer & Campaign Manager Resume
- Mentors and coaches less experienced writers by providing specific feedback on their copy, story ideas, and interviewing skills. Provides developmental edits on work done by other writers
- Produces inspirational, useful, and usable experiences by placing the client/investor first while balancing business and marketing needs. Participates in discussions on user-centered design principles, visual design, user behavior, interactions, and Vanguard’s brand
- Knowledge of financial markets, investing, mutual funds, portfolio construction theories, retirement income, and fiduciary/regulatory environment. Familiarity with the institutional investment marketplace and the issues relevant to this market
- Work effectively and collaboratively on multiple projects
- Expertise in communication to different audiences across channels/mediums and styles, including storytelling and visualization
- Get buy-in on story ideas and positioning within a large organization
- Investment reporting to produce commentary for newsletters, fact sheets and presentations
5
Responsibilities For Investment Writer, Investment Institute, VP Resume
- Familiarity with web design, content strategy, market research, and social media
- Idea generation for new topics and themes, regularly keeping updated with the markets to keep clients informed of wider macroeconomic issues and adding views to what is happening within the industry
- Exchange-traded funds (ETFs) and Mutual funds
- Investor education and strategies
- Large internet stocks
- 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. Strong research, idea generation and information-handling skills with the ability to grasp important themes and substantiate arguments with credible details and facts
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