Senior Investment Writer
5 months ago
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $125 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research.
What is the team responsible for?
The Investment Writer works with portfolio managers and other portfolio management staff/proxy groups to create content for scheduled, recurring monthly, quarterly, and other periodic investment product commentary for multiple audience types: FA, broker dealer, institutional, sub-advised, international, and end-client use. This role will also plan and draft thematic content, investment insights, and economic content to use across FT’s communications platforms, including social media, industry publications, traditional media, and internal communications.
What are the ongoing responsibilities of a Senior Investment Writer?- Develop content for scheduled, recurring monthly, quarterly, and other periodic investment product commentaries leveraging investment team and individual research, performance attribution reports and other data analytics. Commentaries are created for multiple audience types: FA, broker dealer, institutional, sub-advised, international, and end-client use.- Write and oversee production of ad-hoc deliverables (e.g., thematic papers, market commentaries).- Originate ideas for content from industry news, research, investor calls, and the Franklin Templeton Investment Institute. Conduct meetings/interviews with portfolio managers and senior management for new content and white papers.- Attend investment meetings with portfolio managers and research analysts to build knowledge of underlying investment strategies and learn the “voice of the PM” to effectively develop communications.- Manage assigned projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status.- Ensure copy complies with corporate standards, effectively communicates desired message, and meets project deadlines/specifications.- May assist with the completion of RFPs, DDQs, pre-sale and post-sale marketing collateral and corporate communications.
What ideal qualifications, skills & experience would help someone to be successful?- Bachelor’s degree, preferably with a major in English, communications, economics, or similar discipline.- Solid, proven understanding of investment products and industry.- Demonstrated success in adhering to schedules, multi-tasking, project management, attention to detail, organization of materials and cooperating with team members.-
- Effective interpersonal skills, proficiency at prioritization, proven experience with simultaneously managing multiple tasks, and the ability to operate under scheduled deadlines.- Proficiency in interpreting statistical and financial information; strong ability to translate data to support written statements.- Excellent research and analytical skills, including ability to perform mathematical calculations or analyses and accurately proofread documents.- Works autonomously, with limited general direction/supervision; work is reviewed for accuracy and reflection of investment team views.- Experience working with cross-functional and multi-channel teams (e.g., Portfolio Management, Marketing, Legal, Creative Services, Principal).
- Experience our welcoming culture and reach your professional and personal potential
- Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and
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