Investment Content Analyst
$80,000–$150,000 year
HybridBoston, Massachusetts, United States
Job Summary
Conduct investment, market, and thematic research to support the development of timely, differentiated content for institutional and wealth audiences. Partner with Investment Strategists and the Director of Content Strategy to synthesize complex research into clear findings, key messages, and client-relevant implications. Develop charts, data visualizations, and reusable content components for presentations, digital channels, and client communications while ensuring accuracy and consistency across all materials. Collaborate with Investment Directors, Macro Strategists, and commercial teams to surface key themes and integrate market insights into broader investment narratives. Capture feedback from strategist and client interactions to inform ongoing content priorities and incorporate new tools, including AI-enabled solutions, to improve content delivery.
Required Qualifications
- 3-5 years of experience in asset management, financial services, or financial journalism, with a focus on investment research and investment content creation
- Strong understanding of global markets, investment products, macroeconomic trends, asset classes, and investment approaches
- Strong data visualization and charting skills, with an eye for clarity and the ability to effectively turn data into compelling investment messages and storytelling
- Experience developing or supporting client-facing investment materials, including presentations, research reports, market commentary, or thought leadership
- Excellent written and editorial skills, with the ability to communicate complex investment ideas clearly and accurately
- Strong judgment regarding what is relevant to institutional, wealth, and intermediary audiences
- Effective collaboration skills, with the ability to work across investment, client, and commercial teams
- Strong organizational skills and attention to detail, with the ability to manage multiple deliverables and timelines
- Presentation and communication skills, with the flexibility to support overflow strategist or commercial engagements as needed
- Familiarity with financial data platforms and research tools
- A bachelor's degree in finance, economics, journalism, or a related field
Desired Qualifications
- Experience with platforms such as Bloomberg, FactSet, Morningstar, or similar tools is advantageous
- A CFA designation, CFA candidacy, or another relevant investment qualification is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.