The Role:  

Forge’s marketing team works across the company to deliver high velocity & industry-leading customer content, digital experiences, growth campaigns, and customer engagement to drive strategic marketing outcomes and commercial goals.   

The Institutional Finance Copywriter will play an integral role in deepening Forge’s awareness and engagement with institutional investors. In this role, you will lead Forge’s content strategy to reach this critical target audience across every possible channel. The ideal candidate has experience creating sales and marketing content for institutional investors and can bring that expertise to Forge’s private market offering to drive communications that resonate with the unique nature of this audience.  

In this role, you will be responsible for creating insightful, informative and engaging content on a range of financial topics, including private market investment strategies, tech sector market trends, and portfolio management, among others. The ideal candidate should have a deep understanding of professional investment concepts and must be able to use their experience and expertise to create compelling content. This is a sophisticated audience and tough to impress, so we are looking for someone who's been on the inside and understands how investment professionals research and analyze investment opportunities. 

The ideal candidate has experience working directly with institutional investors and sales teams and is deeply knowledgeable about institutional sales and trading practices, financial data that investors use to make decisions and manage portfolios, and how institutions make decisions.  

Responsibilities: 

• Content Writing: Lead the execution of institutional content, leveraging a network of internal and external content creators and creating content yourself as needed. Serve as a sort of “player-coach” or “reporter-editor” -- occasionally writing the messaging, while leveraging others as often as possible  
• Create engaging and educational content that will resonate with institutional investors, such as white papers, reports, articles, and other content formats
• Work collaboratively with internal teams to ensure that all content meets business objectives and is aligned with the brand voice and style guidelines
• Stay up-to-date with industry news and trends to ensure that content is timely and relevant
• Act as a subject matter expert and provide expert guidance to internal teams on complex investment topics

Qualifications:

• 5+ years of relevant institutional finance experience at an investment advisory or institutional investment management firm such as a private equity firm, hedge fund, family office, or related organization 
• Proven track record of creating high-quality, informative content for institutional investors
• Excellent communication and writing skills with the ability to explain sophisticated, complex financial concepts in a clear, concise manner 
• In-depth understanding of investment concepts and the ability to analyze specialized financial data to make investment recommendations
• Ability to collaborate with multiple stakeholders and manage multiple projects simultaneously
• Ability to work independently and under tight deadlines
• Effective communicator and relationship builder with a passion for collaborating with multiple teams toward success  
• Strong organizational skills and the ability to manage multiple projects at a time  
• A hands-on contributor who is not afraid to get into the weeds and focus on the details   
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working

To apply, please share your resume and writing samples or links that demonstrate your experience creating content for institutional investors.