15+ years experience in financial services - investment management and personal financial advisory.
10+ years editing and/or writing for finance content.
Bachelor’s degree in finance.
Excellent writing, editing, and organizational skills, with an extremely high level of attention to detail.
Deep knowledge of inter-workings at well-known publicly-traded companies, including marketing, product, and production and development departments.
Professional writing experience with Fortune 500 companies and major asset management firms.
Experience in writing for the mortgage and real estate industries, personal finance, and home buying.
Ability to interface and communicate effectively across all aspects of content management and editor - including product, production, and sales and marketing staff.
A key player in managing products through the editorial and production process, including sourcing material, editing, and formatting text, and shepherding content through review, design, and final production.
Well-versed in representing products and clients in customer and prospect engagement, including onsite at internal conferences and industry events.
Have developed market expertise across all aspects of editorial segments, including audience composition, customer needs, and driving forces that affect them - regulations, best practices, etc.
Worked with some of the fastest-growing startups in the U.S. to build and manage content, such as RobinHood.
Have conducted market surveys, focus groups, and routine customer research for real estate firms and hedge funds.
Knowledge when it comes to best practices for proposing new product ideas and managing all content-related phases - conducting research, writing proposals, and presenting the finished concept.
Great at working independently, including the ability to think logically, classify content, and apply taxonomy.
Strong skill set developed over years of consulting and advising - including strong verbal, written, analytical, research, and communication skills.
Self-motivated with the ability to juggle and meet multiple deadlines.
Demonstrated ability in time management, multitasking, and project management.
Strong organizational skills and ability to work in a highly collaborative environment.
Very proficient in Microsoft Office.
Experience working with fast-growing startups to build and manage content.
Have advised venture capital-backed companies on business strategy.
Experience producing effective and compliant marketing communications for multiple mediums and in heavily-regulated industries.
Solid understanding of syntax and grammar.
Strong interpersonal communication skills, including the ability to find mutually agreeable solutions when there are competing editorial priorities.
Ability to work independently, manage multiple projects, and provide constructive feedback.
Experience with content management systems.
Copious experience managing a team of freelancers and writers.
Ability to manage multiple projects simultaneously and meet aggressive deadlines under pressure.
Proven ability to scale a content program and meet ambitious traffic or acquisition goals at reputable online publications.
Proficiency in SEO, social media marketing, WordPress, and basic HTML.
Knowledge and demonstrated expertise in digital media.
Experience running the day-to-day content editing, review, and approval process, as well as fact-checking and verifying sources.
Former Securities & Exchange-commissioned investment adviser.
Series 65.
CFA Level 2 candidate.
Financial Modeling
Content Writing
Editing & Proofreading
Market Analysis
Data Entry
Market Research
Startup Consulting
Venture Capital Consulting
Business Development
Business Writing
Business Analysis
Financial Analysis
Business Valuation
