Investment Copywriter

Daley And Associates, LLC; Boston (MA); Hybrid; USD 61,992,000 - 75,768,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Daley And Associates, LLC in Boston, MA is seeking an Investment Copywriter to develop short-form content, longer-form sales concepts, event materials, and investor communications. You will also provide copyediting and proofreading support across marketing and editorial content.

The ideal candidate has 5+ years of copywriting and editing in financial services and a solid understanding of investment terminology.

Qualifications

• Bachelor’s degree in English, Journalism, Communications, Finance, or related field, or equivalent professional experience.
• 5–6+ years of professional copywriting and copyediting experience, preferably within financial services.
• Experience in asset management, wealth management, financial publishing, or institutional investment communications strongly preferred.
• Strong command of grammar, punctuation, syntax, style, and editorial standards.
• Strong copyediting, proofreading, writing, and organizational skills.
• Ability to manage a high volume of projects in a fast-paced, deadline-driven environment.

Responsibilities

• Write, edit, and refine short-form content for digital and print channels.
• Develop clear, compelling messaging that supports business objectives.
• Collaborate with writers, designers, marketers, and investment professionals.
• Copyedit and proofread marketing, client-facing, and internal communications.
• Review investment-related content for brand, editorial, and industry standards.
• Translate complex investment concepts into clear, accessible messaging for varied audiences.
• Manage multiple projects and deadlines with accuracy.
• Communicate edits and feedback clearly to internal stakeholders.
• Maintain understanding of company products, business lines, and compliance requirements.

Skills

Copywriting

Editing

Investment terminology

Project management

Collaboration

Education

Bachelor's degree in English/Journalism/Communications/Finance

Tools

Microsoft Office

Adobe Acrobat

PM tools

Job description

Investment Copywriter – Boston, MA

We are seeking candidates for an Investment Copywriter position with a top-tier investment management firm located in Boston, MA. The Investment Copywriter will develop short-form content, longer-form sales concepts, event materials, and investor communications. In addition, this role will provide copyediting and proofreading support across a broad range of marketing and editorial content. The ideal candidate will have 5+ years of copywriting/editing experience within financial services and a strong understanding of investment terminology.

This is a 3-6+ month contract that will pay $45-55/hr (depending on experience). This position supports a hybrid work model (onsite 3 days per week, remote 1 day).

Responsibilities:

• Write, edit, and refine short-form content for both digital and print channels, including:
  • Headlines and promotional copy
  • Email campaigns
  • Social media posts
  • Video scripts
  • Web pages and banners
  • Sales materials and client/investor flyers
  • Event and promotional materials
• Develop clear, compelling messaging that supports business objectives while adhering to established brand and editorial standards.
• Collaborate with writers, designers, marketers, and investment professionals to develop and refine content.
• Copyedit and proofread marketing, client-facing, and internal communications for grammar, clarity, consistency, tone, and style.
• Review investment-related content to ensure it meets brand, editorial, and industry standards while maintaining technical accuracy.
• Translate complex investment and financial concepts into clear, accessible messaging for a variety of audiences.
• Manage multiple projects and competing priorities while consistently meeting tight deadlines and maintaining a high level of accuracy.
• Communicate edits, feedback, and recommendations clearly and efficiently to internal stakeholders.
• Maintain a strong understanding of company products, business lines, communication needs, and applicable legal and compliance requirements.
• Provide backup support to the Editorial Standards Manager as needed.

Qualifications:

• Bachelor’s degree in English, Journalism, Communications, Finance, or a related field, or equivalent professional experience.
• 5–6+ years of professional copywriting and copyediting experience, preferably within financial services.
• Experience in asset management, wealth management, financial publishing, or institutional investment communications strongly preferred.
• Exceptional command of grammar, punctuation, syntax, style, and editorial standards.
• Strong copyediting, proofreading, writing, and organizational skills.
• Demonstrated ability to manage a high volume of projects in a fast-paced, deadline-driven environment.
• Strong portfolio showcasing short-form copywriting and editorial expertise, particularly within a regulated industry.
• Ability to understand and accurately communicate investment and financial terminology.
• Strong attention to detail and commitment to accuracy.
• Excellent communication and collaboration skills with the ability to work effectively across teams and geographies.
• Proficiency with Microsoft Office; experience with Adobe Acrobat and project management tools is a plus.