Financial Services Content Strategist & Writer - Alternative Markets
Remote Role
Perm Role
We are seeking an exceptional financial-services content strategist and writer who combines investment-industry fluency, executive interviewing skills, marketing judgment, and editorial excellence. This person will help determine what a client should say, to whom, and why, then personally develop the content through final copy.
The role supports sophisticated financial-services organizations and investment audiences. Assignments span thought leadership, websites, executive perspectives, investment strategy content, white papers, case studies, and campaigns. The successful candidate will become a trusted content partner to senior client stakeholders and own multiple assignments with limited senior direction.
Content strategy and executive discovery
- Research the firm, investment strategy, audience, market context, and competing narratives before executive conversations.
- Lead structured interviews with firm leaders, CIOs, portfolio managers, investment professionals, subject-matter experts, and marketing leaders.
- Ask informed follow-up questions that uncover a differentiated perspective; probe for examples, evidence, limitations, and relevant investor concerns.
- Respectfully challenge generic topics, unsupported claims, and unclear audiences. Recommend whether an idea warrants development and which format will serve it best.
- Translate loosely articulated executive thinking into a clear narrative that supports positioning, investor engagement, and business development.
Content brief development
Create the brief before writing for articles, thought leadership, presentation content, web site content, white papers, landing pages, case studies, executive content, and digital ad-campaign copy, content marketing emails, define:
- Business objective, primary and secondary audiences, audience questions, and decision context.
- Core message, differentiated firm or executive point of view, desired takeaway, and appropriate financial sophistication.
- Supporting arguments, proof points, source requirements, evidence gaps, and proposed narrative structure.
- Format, distribution channel, desired action, search and AI-discovery considerations, and compliance sensitivities.
Audience and marketing judgment
Adapt messaging, terminology, depth, tone, evidence, and calls to action for institutional investors, existing and prospective LPs, family offices, high-net-worth investors, advisors, consultants, intermediaries, portfolio-company executives, and industry influencers. Connect the business objective to the audience need, firm perspective, message, channel, and desired action.
Writing and editorial execution
- Personally research, write, and edit authoritative articles, executive bylines, market commentary, investment-strategy content, white papers, reports, and case studies.
- Develop website positioning, capability and strategy pages, fund and product descriptions, executive biographies, portfolio-company content, landing pages, and campaign copy.
- Simplify complex investment concepts without sacrificing accuracy. Adapt voice across client brands and distinguish substantiated evidence from opinion.
- Repurpose substantive ideas into LinkedIn posts, email campaigns, executive communications, sales and investor-support materials, and short-form digital content.
- Coordinate factual and compliance review, resolve feedback, maintain source discipline, and deliver publication-ready copy.
Search and digital discovery
Apply working knowledge of search engine optimization (SEO), answer engine optimization (AEO), and generative engine optimization (GEO). Structure useful, authoritative content around audience questions, clear headings, accurate terminology, and credible sources. Technical SEO specialization is not required; search considerations must support financial accuracy and reader value.
Required qualifications
- Typically 15+ years in professional writing, editorial, communications, or content marketing, including substantial alternative asset management, wealth management and financial-services work; exceptional relevant depth may outweigh years.
- Demonstrated investment-industry fluency and relevant experience across several areas such as private equity, private credit/direct lending, hedge funds, venture capital, asset management, wealth management, or institutional investing.
- A portfolio showing excellent writing, clear thinking, executive-level tone, original perspective, and an ability to explain complex concepts.
- Samples of website, thought leadership and pitchbook pieces
- Direct experience interviewing senior executives and investment professionals and independently developing strategies and content briefs.
- Audience segmentation, positioning, channel, and CTA judgment; ability to manage multiple clients, deadlines, and revisions.
- Sound judgment around financial communications, source verification, confidentiality, and appropriate escalation of compliance questions.
Preferred qualifications
Five or more years of alternative asset management experience; sustained direct work with investment leaders; PE or private-credit expertise; agency or multi-client experience; and a range of thought leadership, web, executive, and long-form work. Familiarity with institutional and HNW audiences and emerging search practices is valuable.
Portfolio and success outcomes
Submit 3 5 relevant samples (website, thought leadership and pitchbook pieces), specifying personal responsibility for research, interviews, strategy, writing, and revisions. Include a self-developed brief where available. Redacted work is acceptable if confidentiality limits disclosure.
Success means stronger differentiated content, reliable delivery, fewer substantive revisions, credible independent client conversations, and reduced need for senior direction. At onboarding, agree success measures and review progress against them.
Senior Financial Services Content Strategist & Writer Alternative Investments
Metasys / Ovis is seeking a senior, hands-on content strategist and writer to help sophisticated financial-services clients turn complex investment ideas into clear, distinctive content. You will work across private equity, private credit, hedge funds, venture capital, asset management, and wealth management.
You will own the thinking before the writing: research the client and audience, lead executive interviews, uncover a meaningful point of view, create the brief, and personally deliver excellent copy.
What you will do
- Lead discovery with firm leaders, CIOs, portfolio managers, investment professionals, and marketing teams.
- Shape content strategy and develop briefs defining audience, objective, message, evidence, narrative, channel, and desired action.
- Write thought leadership, executive bylines, website and investment-strategy copy, white papers, case studies, and campaign content.
- Adapt complex financial material for institutional investors, LPs, family offices, HNW investors, advisors, and other audiences.
- Challenge generic ideas constructively, manage multiple assignments, and collaborate through editorial and compliance review.
- Apply sound SEO and emerging AI-discovery practices while maintaining credibility and clarity.
What you will bring
- Typically 15+ years of writing, editorial, communications, or content marketing experience, with substantial financial-services depth.
- Relevant investment-management experience and strong alternatives fluency; five or more years in alternatives is strongly preferred.
- Exceptional writing and editing, backed by substantive work samples.
- Evidence that you can interview senior investment executives, develop your own briefs, and take assignments through final copy.
- Strong audience and marketing judgment, independent research skills, and comfort with ambiguity, deadlines, and direct feedback.
Agency or multi-client experience, direct PE/private-credit work, and familiarity with institutional and high-net-worth
Metasys Technologies/NVISH is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.