Senior Investment Writer

Responsibilities

• Lead the creation of high-quality thought leadership content, including articles, whitepapers, videos, podcast scripting and thematic series aligned to firm priorities.
• Translate complex market views, portfolio strategies, and macroeconomic themes into clear investment insights and differentiated narratives for client audiences.
• Develop content that supports key campaigns and strategic initiatives (e.g., ETFs, Direct Indexing, SMAs, tax-aware investing, retirement, and wealth solutions).
• Partner with investment teams, product specialists, and distribution to identify timely topics and define content objectives.
• Contribute to editorial planning, content pipelines, and integrated campaign development.
• Demonstrate deep knowledge of financial markets and fundamental investment vehicles.
• Incorporate field feedback and distribution insights into content to improve relevance and effectiveness.
• Ensure all content is accurate, compliant, and aligned with internal compliance standards and regulatory requirements.
• Contribute to SEO/AEO best practices to enhance discoverability and audience reach.

Qualifications

• Required Qualifications: 10+ years of experience in investment writing, financial journalism, or investment content strategy within asset management or financial services.
• Exceptional writing, editing, and storytelling skills with the ability to simplify complex topics without sacrificing accuracy.
• Experience in developing thought leadership for institutional, wealth, or intermediary audiences, and specifically demonstrated experience writing on subjects: U.S. ETFs and portfolio construction, Direct indexing / SMAs, Tax-aware investing and investment tax implications.
• Strong understanding of capital markets, investment strategies, and asset allocation.
• Strategic thinker with the ability to connect content to business outcomes and client needs.
• Highly collaborative, with experience working across investment, marketing, and distribution teams.
• Demonstrated use of artificial intelligence to drive innovation and productivity.
• Detail-oriented with a strong focus on quality, accuracy, and compliance.
• Strong knowledge of Microsoft Office (PowerPoint, Word, Excel).
• Preferred Qualifications: Experience supporting go-to-market campaigns or product launches, Familiarity with SEO, digital content optimization, and AI-assisted content workflows, Relevant certifications (e.g., CFA, CAIA, Series 7 license or progress toward designation), Experience in helping to support organizing activities in both physical and digital environments, Flexible, open-minded, proactive and cooperative personality, Structured work style, be confident working autonomously but like to be part of a team.