Senior Investment Writer - Portfolio Construction

Franklin Templeton Investments
San Mateo, CA, USA
May 07, 2018
May 10, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Sr Investment Writer responsible for?

The Senior Investment Writer will play an important role in the ongoing development of Franklin Templeton's thematic marketing efforts globally with an emphasis on portfolio construction depth in both goals-based wealth management and institutional solutions themes. The ideal candidate will be a highly skilled writer/reporter, with deep investment knowledge and understanding of the asset management industry. A proven ability to develop and write clear and engaging content to deadline is essential.

What are the ongoing responsibilities of a Sr Investment Writer?
  • Writing and overseeing production of complex and high-profile commentary and other content deliverables (e.g. top portfolio managers, market perspective pieces)
  • Write both long and short form content under tight deadlines for various mediums
  • Generate ideas and develop clear themes on a variety of complex financial concepts and topics intended for advisors and institutions around the world
  • Build and maintain strong, positive relationships with internal partners (Sales, Portfolio, Legal, Creative Services) to accomplish department objectives
  • 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
  • Contribute to editorial calendar through monitoring strategies, industry and market activities
  • Remain current with compliance rules

What ideal qualifications, skills and experience would help someone to be successful?
  • At least 6-8 years of successful writing experience, investment industry or financial journalism background strongly desired. MBA, CFA a plus.
  • Bachelor's degree, preferably with a major in economics, business, English, journalism or similar discipline.
  • Deep understanding of asset management industry and multi asset strategies
  • Proven ability to develop and write clear and engaging content on investment-related themes
  • Demonstrated success in a deadline driven environment, project management, attention to detail, organization of materials and cooperating with team members
  • Self-starter who can work independently or with minimal supervision
  • Knowledge of office applications (Microsoft Word, Excel, PowerPoint, Outlook)
  • Knowledge of regulatory and industry rules, guidelines, and standards a plus
Knowledge, Skills and Abilities:
  • Understanding of asset management industry and portfolio construction topics
  • Exceptional storytelling skills
  • Excellent research and proofreading skills
  • Proficiency interpreting statistical information to support storytelling
  • A team player that develops strong relationships internally and externally
  • Self-starter who can work independently
  • Ability to operate within given processes and procedures under tight deadlines
What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center
  • Onsite cafeteria
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.


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