Investment Content Analyst

Dynamics Executive Search; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Dynamics Executive Search seeks an Investment Content Analyst for an Investment Management Firm. The role blends investment research with marketing to translate market perspectives into clear client content.

Ideal candidates combine equity market understanding with excellent writing, editing, and visual communication skills, turning research into compelling stories with data-driven visuals.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related discipline.
• 1–3 years in equity research, investment banking, or related analytical role.
• Strong equity market knowledge and interest in investment research.
• Excellent writing and editing skills to translate complex topics into clear content.
• A portfolio of financial, investment, or research writing samples.
• Proficiency with PowerPoint and design tools (InDesign/Illustrator/Canva).

Responsibilities

• Partner with investment professionals to develop content from research and market perspectives.
• Produce thought-leadership pieces, whitepapers, market commentaries, and sector reports.
• Translate investment concepts and data into accessible client content.
• Draft, edit, and maintain a consistent voice across channels.
• Create charts and visuals to support investment ideas and presentations.
• Collaborate with internal stakeholders to refine content from concept to delivery.
• Support investor communications, client meetings, and marketing campaigns.

Skills

Financial writing

Editing

Visual communication

Data visualization

Portfolio

Cross-functional collaboration

Education

Bachelor's degree in finance or related field

Tools

PowerPoint

Adobe InDesign

Adobe Illustrator

Canva

Job description

Our client, an Investment Management Firm is seeking an Investment Content Analyst to help develop thoughtful, research-driven materials for clients and prospective investors. This position sits between investment research and marketing, working directly with investment professionals to translate market perspectives and complex financial topics into clear, engaging content.

The ideal candidate will combine a strong understanding of equity markets with excellent writing, editing, and visual communication skills. This is an opportunity for someone with an analytical finance background who enjoys turning research and investment insights into compelling stories supported by data, charts, and thoughtful design.

Key Responsibilities

Investment and Market Content

• Partner with investment professionals to develop content based on the team’s research, market perspectives, and sector expertise.
• Produce and refine thought-leadership pieces, whitepapers, market commentaries, thematic reports, and sector-focused publications.
• Translate detailed investment concepts and market data into accessible content for clients and prospective investors.
• Monitor market developments and relevant sectors to identify timely content opportunities.

Writing and Editorial Support

• Draft and edit materials across multiple channels while maintaining a consistent voice and messaging.
• Review content for accuracy, clarity, structure, and alignment with the firm’s communication standards.
• Distill complex research into concise narratives without losing the underlying financial substance.
• Collaborate with internal stakeholders to incorporate feedback and bring content from initial concept through final delivery.

Visual Communication and Design

• Create charts, infographics, presentations, and other visual materials that strengthen the communication of investment ideas.
• Present financial and market data in a clear, polished, and visually engaging format.
• Use design and desktop-publishing tools to format research and marketing materials for different audiences and platforms.
• Maintain strong editorial and visual standards across all deliverables.

Client and Marketing Materials

• Support the creation of research-based materials for investor communications, client meetings, business development, digital channels, and marketing campaigns.
• Assist with presentations and other materials used with current and prospective clients.
• Work across investment, marketing, and distribution teams to ensure content is technically accurate and commercially relevant.
• Manage multiple assignments and deadlines in a collaborative, fast-paced environment.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related discipline.
• 1–3 years of experience in equity research, investment banking, capital markets, financial writing, or a related analytical role.
• Strong understanding of equity markets and a genuine interest in investment research.
• Excellent writing and editing skills, with the ability to make complex financial concepts understandable and engaging.
• A portfolio or examples of financial, investment, or research-oriented writing.
• Strong proficiency with presentation, graphic-design, and desktop-publishing tools such as PowerPoint, Adobe InDesign, Adobe Illustrator, or Canva.
• Ability to develop clear charts, graphics, and visual presentations using financial and market data.
• Strong attention to detail and high standards for written and visual work.
• Ability to collaborate effectively with investment professionals and cross-functional stakeholders.