Investment Writer – Putnam Investments (EG)

Franklin Templeton•Boston, MA

23h•$95,000 - $130,000•Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 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 Putnam’s messaging across marketing platforms and distribution channels. The Investment Writer will develop and maintain content to support Putnam’s 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 Putnam’s 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 Putnam’s range of equity strategies, for use in RFPs, DDQs, and consultant database platforms. Ensure content is accurate, consistent, and aligns with Putnam’s 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.

Requirements

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.
Bachelor’s degree required.

Nice To Haves

Broad product knowledge across equity investment styles (or experience/education to develop this knowledge quickly) is highly desired.

Responsibilities

Develop and maintain core content, across Putnam’s range of equity strategies, for use in RFPs, DDQs, and consultant database platforms.
Ensure content is accurate, consistent, and aligns with Putnam’s 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.

Benefits

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.
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, 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