Investment Writer

Distribution · New York, New York
Department Distribution
Employment Type Full-Time
Minimum Experience Mid-level

Position Title:   Investment Writer

Reports To:      Head of Advisor Engagement


SIMON Markets is a fast-growing and award-winning FinTech company, on the lookout for smart, collaborative talent to join our team.  

Originally founded within Goldman Sachs, SIMON Markets spun-out in December 2018 under the shared ownership and direction of seven leading financial institutions. Our team works to build transparency around complex, risk-managed and alternative investments by way of a single, modern platform. Our platform provides financial advisors with access to multi-issuer solutions, a depth of educational tools, and advanced post-trade analysis that hasn’t before been possible.

By combining state-of-the art technology with the leadership of niche industry experts and an agile start-up mentality, SIMON is well-positioned to reshape our industry. We are leading the way in a space we helped create, we are passionate about pushing boundaries, and we are growing like crazy.

Job Description

We are looking for an experienced Investment Writer to transform information on complex financial investments, analytical frameworks and platform features into simple, relatable, and compelling language for our intended financial professional audiences across numerous communication channels.


As an Investment Writer, you are expected to understand the nuances of our client segments and the details of the financial products (structured investments, annuities, defined outcome ETFs) and services we represent, along with market and regulatory forces that impact our industry. You will collaborate with key stakeholders in Marketing, Sales, Platform Solutions, and Compliance to deliver scalable, high-quality content that is aligned with our brand personality and stylistic preferences and can be utilized within multiple marketing mediums, including emails, websites, videos, presentations, collateral, proposals, and more. The messages and stories you will create will play a critical role in bringing our innovative solutions to life, enhancing the credibility and reputation of the firm, and driving financial advisor awareness, engagement and an enhanced user experience.


  • Collaborate with internal teams to obtain an in-depth understanding of existing and new product and platform features, as well as project timelines;
  • Build engaging and high-volume product and platform related content to accelerate our email marketing and automation efforts;
  • Develop intuitive user interface and video copy to help educate and guide platform users on available functionality and resources;
  • Create evolving sales scripts and FAQ responses which provide accurate, timely and consistent information to financial advisors;
  • Enhance and design effective survey questions that deliver valuable client intelligence and feedback that will drive future improvements to our services and communications;
  • Innovate in content strategy and identify new opportunities to packaging your work and applying your skills in the rapidly evolving FinTech industry.

Experience & Qualifications

  • 5–10+ years of professional product writing and content strategy experience in the financial services or fintech sector; must have strong knowledge of various types of financial investments and markets (preferably in the risk-managed solutions or alternative investment space)
  • Bachelor’s or Master’s degree in English composition, communications, journalism, business, or related field
  • FINRA Series 7 licensed or ability to pass exam within 6 months of hire
  • Strong portfolio of relevant writing samples
  • A skill for translating complex technical talk into relatable, comprehensive, conversational language
  • A client and user-centric mindset that thinks about the end-to-end experience and fulfilling intended audience needs
  • Collaborative with strong interpersonal skills, and strong ability to cultivate relationships with colleagues, partners, and on occasion certain clients
  • Excellent editing skills with acute attention to accuracy, quality and style
  • Comfort juggling a variety of tasks with limited supervision
  • Self-starter who proactively identifies gaps and provides solutions
  • Ability to thrive in a fast-paced startup working culture

We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in the heart of New York City’s Chelsea district. This position can accommodate a remote or hybrid work environment.


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  • Location
    New York, New York
  • Department
  • Employment Type
  • Minimum Experience