Senior Investment Writer – Fixed Income

  • Competitive
  • San Mateo, CA, USA San Mateo CA US
  • Permanent, Full time
  • Franklin Templeton Investments
  • 23 Jul 18 2018-07-23

Senior Investment Writer – Fixed Income

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 Investment Commentary group responsible for?

With a particular emphasis on Franklin Templeton's fixed income portfolios, the Senior Investment Writer will work with portfolio management/proxy groups to write and route initial content for scheduled, recurring monthly, quarterly and other periodic investment commentary for multiple audience types: FA, broker/dealer, institutional, sub-advised, international, and end-client use. The Senior Investment Writer will also work with portfolio management/proxy groups, data analytics teams, and senior staff to ensure accurate messaging as well as the delivery of actionable intelligence to commentary recipients.

What are the ongoing responsibilities of a Senior Investment Writer ?

  • Creating commentaries using independent research, attribution reports and other data analytics.
  • The core focus includes writing and reviewing:
    • Scheduled, recurring commentary deliverables
    • The most complex or high-profile commentary deliverables (e.g., top portfolio managers, firm-wide market response pieces, newsletters, topic pieces, market overviews), serving as an SME for business partners globally.
  • Ensuring copy complies with corporate standards, effectively communicates desired message, and meets project deadlines/specifications.
  • May provide guidance to more junior staff to ensure quality and timeliness of delivery, but has no formal supervisory responsibility.

What ideal qualifications would help someone to be successful?
  • 3-5 years successful writing experience in the financial services industry and in the fixed income space
  • Bachelor's degree or BBA level, preferably with a major in English, communications, economics or similar discipline; MBA not required, but a plus
  • CFA and other industry qualifications/licenses not required, but a plus
  • Solid, proven understanding of investment products and industry; in-depth knowledge of the firm's products and the overall industry
  • Demonstrated success in adhering to schedules, multi-tasking, project management, attention to detail, organization of materials and cooperating with team members
  • Knowledge of business desktop applications (i.e., Microsoft Word, Excel, Quark, PowerPoint, etc.)
  • Exposure to multiple product vehicles and client types (e.g., Institutional, Retail, non-U.S.) strongly desired
  • Effective interpersonal skills, proficiency at prioritization, proven experience with managing multiple tasks simultaneously, and the ability to operate under scheduled deadlines
  • Proficiency interpreting statistical information and the ability to translate data to support written statements
  • Excellent research and analytical skills, including ability to perform simple mathematical calculations or analyses and accurately proofreading documents
  • Works autonomously, with limited general direction/supervision; work is reviewed for accuracy
  • Experience working with cross-functional and multi-channel teams (e.g., Portfolio Management, Marketing, Legal, Creative Services, Principal)
  • A true team player, translating prior knowledge and experience into strong and productive relationships
  • Assertive, strong examples of capabilities in overcoming obstacles and challenges (i.e., problem-solving experience)
  • Ability to provide technical guidance to more junior staff; may coordinate duties of department staff (act as lead to junior staff)

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
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 are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at to learn more about our company and our career opportunities.