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Investment Writer – Putnam Investments

ExperiencedNo visa sponsorship
Franklin Templeton logo

at Franklin Templeton

Asset Management

Posted a month ago

No clicks

**Investment Writer** at Putnam Investments, responsible for creating compelling, accurate content for RFPs and client engagements. Collaborate cross-functionally to maintain equity strategy core content. Seek 3-5 years' experience in asset management RFP writing, strong project management, and communication skills. Hybrid work schedule, Boston preferred.

Compensation
$95,000 – $130,000 USD

Currency: $ (USD)

City
Boston
Country
United States

Full Job Description

At Franklin Templeton, were 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 thats 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 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 $95,000 to $130,000, 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

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • 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*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

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.
 
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Investment Writer – Putnam Investments

Compensation

$95,000 – $130,000 USD

City: Boston

Country: United States

Franklin Templeton logo
Asset Management

a month ago

No clicks

at Franklin Templeton

ExperiencedNo visa sponsorship

**Investment Writer** at Putnam Investments, responsible for creating compelling, accurate content for RFPs and client engagements. Collaborate cross-functionally to maintain equity strategy core content. Seek 3-5 years' experience in asset management RFP writing, strong project management, and communication skills. Hybrid work schedule, Boston preferred.

Full Job Description

At Franklin Templeton, were 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 thats 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 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 $95,000 to $130,000, 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

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • 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*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

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.
 
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.