LinkedInIris Greenberger

Iris Greenberger

Writer/Copy Editor, specializing in financial services

Location
New York, New York
Industry
Financial Services
Current
  1. Thomson Reuters,
  2. J.P. Morgan
Previous
  1. S&P Dow Jones Indices,
  2. JPMorgan Chase,
  3. TD Ameritrade Institutional
Education
  1. New York University - Leonard N. Stern School of Business
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435connections
Thomson Reuters

Thomson Reuters

Web Copy Editor (Consultant)

– Present

View full profile

Background

Summary

Highly skilled and creative financial services writer and editor with 20+ years of broad experience in traditional and digital financial marketing and communications.

Combines strong interpersonal skills with demonstrated ability to translate complex information into compelling marketing messages.

Deadline oriented with exceptional attention to detail. Advanced knowledge of investment, financial and economic topics, supported by MBA in finance, BA in economics and Series 7 license (inactive).

Specialties:
• investment commentaries and outlooks
• shareholder communications
• corporate communications
• brochures
• pitchbooks
• corporate and fund-specific annual reports
• website content
• corporate biographies
• employee and external newsletters
• feature stories
• thought leadership papers
• collateral materials (sales ideas, mailers, etc.)
• new product launch kits

Experience

Web Copy Editor (Consultant)

Thomson Reuters
– Present (1 year 7 months)

Following SEO best practices, I provide copy editing support for blog site alpha-now.com.

Financial Writer (Consultant)

J.P. Morgan
– Present (1 year 9 months)

Create corporate biographies after interviewing more than 60 Financial Advisors and senior managers in the wealth management division of J.P. Morgan.

Financial Writer (Consultant)

S&P Dow Jones Indices
(8 months)

Web Content Writer (Consultant)

JPMorgan Chase
(1 year)

Technical Writer/Editor (Consultant)

TD Ameritrade Institutional
(2 months)

• Assisted product marketing managers in developing and editing marketing communications materials, including FAQs, product sheets, white papers and sell sheets.
• TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).

Copywriter/Editor (Consultant) - Editorial Services

OppenheimerFunds
(5 months)

• Created and edited compelling copy for full range of print marketing collateral and websites.
• Subjects included mutual funds, capital markets, group retirement plans, 529 college savings plans and employee communications.
• Ensured that copy supported the firm's brand identity and messaging.

Senior Copywriter (Consultant)

Digitas
(3 months)

• Created print and web content at top global integrated brand agency as part of massive rebranding effort for TIAA-CREF Asset Management's mutual fund family.
• Deliverables included a real estate asset class brochure, fund and account profiles, a PowerPoint pitchbook for the TIAA Real Estate Account, and RFP responses for plan sponsor and consultant audiences.

Financial Writer and Copy Editor (Consultant) - Advisory Marketing

UBS Wealth Management
(7 months)

• Wrote and edited customized marketing materials for print and online use to fulfill the needs of financial advisors serving high net worth and ultra high net worth clients and prospects.
• Developed personalized F/A team brochures and biographies, local advertising and seminar invitations.
• Provided final editorial signoff.

Copy Editor (Consultant) - Investment Bank Marketing & Communications

J.P. Morgan
(11 months)

• Copy edited print and online marketing communications for leading global investment bank, which serves clients in more than 100 countries.
• Materials included content for jpmorgan.com, PowerPoint decks, white papers, brochures, advertisements, collateral for conferences and events, and invitations.

Online Copy Editor (Consultant)

Prudential Financial
(7 months)

• Provided online copy editing support for Prudential's eBusiness Development Group (eDG).
• Managed content/design updates for main enterprise website and other smaller marketing sites.
• eDG manages prudential.com and more than 60 other websites within the insurance, investments and international divisions.
• Supported legal and compliance review process for all published content.

Financial Writer (Consultant) - Marketing Resource Desk

UBS Wealth Management
(10 months)

• Wrote and edited customized marketing materials to fulfill the needs of 8,000 financial advisors serving high net worth and ultra high net worth clients and prospects.
• Developed local advertising, seminar invitations, personalized FA/team brochures and biographies.
• Created templated, downloadable letters for online letter library.
• Produced and edited online content for FA Web and Marketing Express, a state-of-the-art intranet portal designed to expedite service.

Investment Writer, International Equity

American Century Investments
(8 months)

• Wrote portfolio-specific communications and marketing literature for the international equity investment discipline to support growth of the firm's institutional, intermediary and direct business channels.
• Interviewed portfolio managers and the international equity chief investment officer and collaborated with other investment team members to develop thought leadership papers and special projects on topical issues.
• Contributed articles to company newsletters.
• Edited and reviewed work produced by freelance writers.
• Was responsible for all aspects of project management—idea generation, research, writing, editing, review process and final production.

Financial Editor/Writer, Corporate Marketing

Bear Stearns
(1 year 11 months)

• Edited and wrote printed and electronic marketing materials.
• Communications included pitch books, product-specific brochures, collateral for conferences and events, fact sheets and sales materials for all areas of the firm, including capital markets and wealth management.
• Contributed stories to Bear in Mind, employee newsletter. • Long-term freelance position resulted in permanent staff job as of February 2006.

Freelance Financial Writer and Copy Editor

Freelance
(less than a year)

Projects included:
• writing quarterly investment review for hedge fund with AUM of $900 million
• writing for web-based investor glossary
• copy editing Latin American equity and fixed-income research reports for BBVA (Banco Bilbao Vizcaya Argentaria)

Senior Financial Writer, International Mutual Fund Marketing

Deutsche Asset Management
(6 years 1 month)

• Wrote and edited sales and marketing materials for Scudder Investments’ offshore mutual funds family.
• Developed kits from inception to delivery for new product launches.
• Wrote brochures, slide presentations for client seminars, global market and fund outlooks and commentaries, portfolio manager conference call highlights/talking points, and fund reports for use by sales force, broker-dealer network, clients and prospects.
• Edited content of offshore website.
• Wrote monthly investment newsletter.

Financial Writer, Mutual Fund Marketing

Salomon Smith Barney
(1 year 11 months)

• Wrote and produced sales and marketing materials, including fund brochures, prospecting letters, seminar invitations, mailers and advertisements.
• Wrote and edited articles for monthly departmental newsletter.
• Edited bimonthly newsletter for financial consultants.
• Wrote articles for weekly company publication.
• Supervised junior writers.
• Coordinated projects with graphic designers, attorneys, portfolio managers and senior management.

Senior Marketing Communications Consultant and Compliance Manager

MetLife
(2 years 9 months)

Financial Writer, Unit Trust Marketing

Dean Witter
(4 years 1 month)

Organizations

Voices Againt Brain Cancer (VABC)

fundraiser
– Present

Publications

Casa Valentina(Link)

Show Business Weekly

Mothers and Sons(Link)

Show Business Weekly

Outside Mullingar(Link)

Show Business Weekly

Annapurna(Link)

Show Business Weekly

Languages

  1. Italian

  2. French

Skills

  • Financial Writing
  • Copywriting
  • Copy Editing
  • Proofreading
  • Marketing Communications
  • Corporate Communications
  • Shareholder...
  • Annual Reports
  • Newsletters
  • Brochures
  • Web Content
  • Mutual Funds
  • Private Wealth...
  • Asset Management
  • Financial Markets
  • Emerging Markets
  • Hedge Funds
  • Alternative Investments
  • Equities
  • Fixed Income
  • Series 7
  • Asset Managment
  • Pitch Books
  • Corporate Biographies
  • Integrated Marketing
  • Financial Services
  • Finance
  • Investment Banking
  • Marketing
  • Bloomberg
  • Editing
  • Content Development
  • Content Strategy
  • Capital Markets
  • Economics
  • Portfolio Management
  • Investments
  • Advertising
  • Editorial
  • Publishing
  • Publications
  • Wealth Management
  • Product Marketing
  • Internal Communications
  • Content Management
  • Investor Relations
  • Interviews
  • Thought Leadership
  • Press Releases
  • Crisis Communications
  • See 35+  See less

Education

Barnard College, Columbia University

BA, Economics

cum laude

MediaBistro

Copywriting: Creative Ad Writing (Fall 2012)
This eight-week class simulated working in an ad agency to build a varied portfolio.

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