Investment Content Writer & Strategist

A fast-growing retirement advisory firm serving small and mid-sized businesses is seeking an Investment Content Writer & Strategist to join its investment team. This role is ideal for someone with a strong investment or capital markets background who enjoys translating complex market and portfolio concepts into clear, actionable insights for internal and external audiences.

This is not a marketing role and does not involve client presentations. Instead, you’ll be embedded with investment professionals and play a key role in shaping how investment insights are communicated across the organization.

• Attend internal and external investment meetings and synthesize key portfolio, market, and macroeconomic insights
• Write internal weekly market briefings covering economic, geopolitical, and capital markets developments
• Produce monthly, quarterly, and annual market outlooks and updates
• Develop in-depth reports and white papers on investment strategy, asset allocation, and market trends
• Translate industry narratives and internal discussions into clear written communication for internal teams
• Create educational investment content supporting advisors and plan sponsors
• Partner closely with investment, client experience, sales, and leadership teams
• Help identify content opportunities that improve clarity, reduce complexity, and support advisor efficiency

• Bachelor’s degree in finance, economics, communications, journalism, or related field
• Strong understanding of financial markets, investment strategies, and macroeconomic concepts
• Proven experience writing about investments, capital markets, or portfolio strategy
• Experience with in investment advisory, asset management, or financial services environments preferred
• Ability to simplify complex financial ideas for non-technical audiences
• Detail-oriented, deadline-driven, and comfortable working with senior stakeholders
• CFA, CFP, or CAIA a plus

• Be deeply embedded with an investment team, not a marketing department
• Work at a high-growth firm with significant assets under management
• Competitive compensation with bonus opportunity
  
  Comprehensive benefits, including fully covered health insurance and strong retirement match