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Franklin Templeton Investments.

Senior Investment Writer

Franklin Templeton Investments. - San Mateo, CA

San Mateo, CA, USA

Job Type:

Permanent, Full time


Franklin Templeton Investments

Updated on:

10 Jan 18


Senior Investment Writer

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 marketing efforts in the private wealth advisor marketplace focused on RIAs, private banks and bank trusts. The ideal candidate will be a highly skilled writer, with deep investment knowledge and understanding of the asset management industry. A proven ability to develop and write engaging, high quality content under tight deadlines 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

Generate ideas and develop communications on a variety of complex financial concepts and topics intended for a sophisticated advisor audience

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

Monitor fund, industry and market activities

Remain current with FINRA 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, and other industry qualifications are a plus.

Bachelor's degree, preferably with a major in economics, business, English, journalism or similar discipline.

Deep understanding of financial markets, multiple product vehicles and the investment industry. Specific knowledge of the RIA market preferred.

Proven ability to develop and write engaging, high quality content on investment-related topics

Demonstrated success in a deadline driven environment, multi-tasking, 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 (SEC, FINRA, GIPS Ò )

Knowledge, Skills and Abilities:

Deep understanding of financial markets, mutual funds, ETFs and the investment industry

Exceptional writing skills

Excellent research and analytical skills, including ability to perform simple mathematical calculations or analyses and accurately proofreading documents

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*

*Only applicable at certain locations

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.


11 days 2 hours ago

Franklin Templeton Investments.

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Location: San Mateo, CA

Company Profile:
At Franklin Templeton Investments, we're dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we're able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world's largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe.