Investment Writer – Putnam Investments
Boston, NH - USA
Job Summary
At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.
From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.
Team & Role Overview
The Putnam Investments Content team develops and positions equity investment perspectives and strategies that support business growth and client engagement across global audiences. The team partners closely with investment leadership including the Chief Investment Officer Director of Research portfolio managers and analysts as well as business development marketing and corporate communications teams. The environment is collaborative fast-paced and intellectually rigorous offering exposure to senior thought leaders complex markets and opportunities to deepen investment knowledge and influence firm-wide messaging.
The Investment Writer is responsible for delivering timely accurate and compelling content to help drive the business and convey Putnams messaging across marketing platforms and distribution channels. The Investment Writer will develop and maintain content to support Putnams global business development activities with a focus on company and product content that is tailored for use in RFPs and client due diligence requests. As a member of Putnams Content team the Investment Writer works in close collaboration with global sales and client service product managers data teams legal and compliance and other internal business partners to consistently meet client requirements and deadlines.
How You Will Add Value
Develop and maintain core content across Putnams range of equity strategies for use in RFPs DDQs and consultant database platforms. Ensure content is accurate consistent and aligns with Putnams broader messaging.
Collaborate with subject matter experts (SMEs) firmwide to ensure that all qualitative and quantitative information is up to date differentiated versus competitors and tailored to institutional and intermediary audiences. Stakeholders include but are not limited to RFP writers client service client portfolio managers operations legal compliance and distribution teams.
Help oversee the implementation of product updates launches and investment management changes.
Assist other members of the Putnam Content team in preparation of monthly quarterly and annual updates to marketing materials including pitchbooks product commentaries and other collateral as needed.
What Will Help You Be Successful in This Role
Experience Education & Certifications
3-5 years experience writing RFPs within the Asset Management industry.
Excellent project management and organization skills able to manage multiple tasks and meet tight deadlines
Strong working knowledge of MS Word Excel PowerPoint and SharePoint.
First-rate verbal and written communication skills plus strong proofreading skills.
Excellent research and analysis skills thorough in following issues to a successful conclusion.
Meticulous attention to detail across all aspects of data language and grammar and general layout and presentation.
Ability to interact effectively and professionally at all levels of seniority and across multiple cultures.
Flexible and adaptable ability to adjust to changes in workflow and succeed in a fast-paced deadline-driven environment.
Broad product knowledge across equity investment styles (or experience/education to develop this knowledge quickly) is highly desired.
Bachelors degree required.
Work Schedule & Location
Hybrid work schedule
Work Location: Boston MA preferred. Open to other Franklin Templeton office locations.
When applying please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $95000 to $130000 plus an annual discretionary bonus depending on location and level of relevant experience.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions and no agency or search fees will be paid.
#LI-Hybrid
At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical dental and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more