Investment Writer - 12 month FTC

London, England, United Kingdom

12/20/2024

Overall Summary

Join Close Brothers Investment team to develop and deliver a broad range of communications to help CBAM achieve its business goals, by working with investment teams, client-facing colleagues and marketing.

Responsibilities

• Write original content on broad market commentaries, event-driven market perspectives, and other materials for all clients across all asset classes
• Ensure the timely production of weekly, monthly, quarterly, semi-annual, annual and ad-hoc economic and investment reports to a high standard of quality, accuracy and interest
• Write simply, crisply and clearly with confidence, avoiding unnecessary jargon, with a knack for conveying complex ideas in relatable ways
• Be able to adapt communication style and language depending on the audience (professional or retail) or medium (email, website, podcast, film scripting, etc)
• Ensure consistency of style and message across all investment communications
• Understand CBAM’s Strategic Asset Allocation and Tactical Asset Allocation process and how they relate to/inform the actual asset allocation, positioning and current market views of different investment teams, services and products
• Keep up-to-date with the absolute and relative performance of key CBAM investment products and services
• Support Fund Managers, Investment Directors, Investment Specialists, IFA Partnerships and Marketing with requests - ad hoc or periodic - for articles or comms., say on themes such as “income” or “gold” in particular strategies
• Have a collaborative approach and be able to work effectively as a member of the investment team, attending investment meetings, such as the monthly Fixed Income Update or Equity Committee meeting, to stay fully apprised of key views
• Introduce new thinking to the business by deploying insight, industry knowledge, and business understanding
• Help start a bank of “evergreen” content which can be periodically refreshed and re-used
• When necessary seek guidance from Investment Compliance to ensure all comms. produced meet regulatory guidelines for the intended audience
• Potentially work with CBAM’s PR agency to inform the media strategy and provide reactive content and thought pieces as required
• Be able to manage multiple projects and achieve deadlines in a fast-paced working environment, have good organisation skills and attention to detail, and still produce work of the highest standard.
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Five years’ professional writing experience working for an asset management company or similar organisation, including finance/investment-focused journalism and PR or investor relations
• Exceptional writing, editing and proof-reading skills and experience
• Likely to have a degree or professional qualification in a related field such as economics and/or a foundational level qualification in investments, though industry experience will be key
• The ability to assimilate a high volume of information and distil it in a lucid, relatable and interesting way
• A strong understanding of all the main asset classes (equity, fixed income, alternatives/diversifiers and cash), the roles they play and how they interact in a multi-asset portfolio
• A strong understanding of capital markets, macroeconomics, policymaking, geo-politics
• A strong understanding of different investment products, services and styles, including but not limited to single- and multi-asset funds, active and passive investing, multi-manager/third-party funds of funds, smaller UK companies, as well as factors such as “value, growth and momentum”
• A sound and practical knowledge of planning strategies used by financial advisers and paraplanners on behalf of their clients, including for pensions, IHT planning, on- and off-shore investment bonds and personal taxation
  
  
  
  

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.