Investment Writer
Investment Writer
Poznań
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!
What is the team responsible for?
We are seeking a motivated Investment Writer to join the Product Strategy Group within Franklin Templeton Fixed Income (FTFI). FTFI managing diverse fixed income strategies with over 50 years of experience, 180+ professionals globally, and $215 billion in assets. The team operates from San Mateo, Boston, London, New York, Chicago, Singapore, and regional offices worldwide.
The FTFI Product Strategy team ensures high-quality written content that meets investment market standards and communicates effectively both internally and externally. The Investment Writer will collaborate with senior writers, portfolio managers, and investment staff to produce recurring investment product commentary, white papers, flash insights, and thought leadership communications.
Responsibilities include creating commentaries using independent research and data analytics, focusing on scheduled deliverables and high-profile projects like thematic pieces, newsletters, and website content.
The role involves working under the direction of senior writers, ensuring compliance with corporate standards, effective communication, and meeting project deadlines.
What are the ongoing responsibilities of an Investment Writer?
- Creates reoccurring commentaries using independent research, attribution reports and other data analytics. Key core focus includes writing and reviewing scheduled, recurring commentary deliverables.
- Streamline portfolio commentary process and improve quality of commentaries by gaining a solid understanding of commentary cycles and the flow of deliverables between parties, as well as the preferences of various portfolio management groups. Adds value to group by identifying process improvements including using internal and external solutions to reduce amount of time spent on commentaries including the potential use of AI solutions.
- Manage a fast pace of assigned projects/deliverables by actively communicating with team members about deadlines and informing all interested parties of deliverable timelines and status.
- Write and oversee production of more complex or high-profile commentary deliverables (e.g., thematic papers, market commentaries.
What ideal qualifications, skills & experience would help someone to be successful?
- Ability to write in English and verbally communicate at a college level.
- Bachelor’s degree, preferably from a US or UK institution, or a year abroad in English speaking institutions.
- At least 1-3 years of successful writing experience or equivalent, strongly desired in the financial services industry. Solid, proven understanding of investment products and industry; good working knowledge of the firm’s products and the overall industry.
- Excellent research and analytical skills, including ability to perform simple mathematical calculations or analyses and accurately proofreading documents. Proficiency interpreting statistical information and ability to translate data to support written statements.
- Effective interpersonal skills, proficiency at prioritization, proven experience with simultaneously managing multiple tasks, and the ability to operate under scheduled deadlines.
- A true team player, translating prior knowledge and experience into strong and productive relationships.
- Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Windows, etc.)
- Works autonomously, with limited general direction/supervision; work is reviewed for accuracy.
- Experience working with cross-functional and multi-channel teams (e.g., Portfolio Management, Marketing, Legal, Creative Services, Principal).
- Experience in use of AI solutions, such as prompt generation, is preferable.
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 personal life.
Hear more from our employees
We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Click here to access the FTIS Whistleblower Protection Policy.
