Financial Writer

Mobile: 917-***-**** Rebecca A. Baldridge, CFA

Email : *******.*********@*****.***

**********@***********.***

SUMMARY: Investment professional/financial writer with track record of delivering high-impact financial communications. Extensive experience in financial writing and journalism, editing, asset management, equity research, institutional marketing, and content strategy, as well as analyst/writer training and management. Superlative analytical, writing, research, editorial, and presentation skills. Accomplished communicator adept at managing relationships and building partnerships. Highly adaptable and successfully achieved objectives and managed multi-cultural teams in emerging market environment.

PROFESSIONAL EXPERIENCE

QUARTET COMMUNICATIONS, North Salem, NY, October 2019 to present

Partner, Head of Financial Content, and Chief Editor

Quartet Communications is a boutique financial communications firm specializing in content created by investment professionals.

Manage team of financial writers; edit and take ultimate responsibility for all financial content including marketing collateral, investment commentary, white papers and thought leadership pieces, digital communications, investor relations presentations, press releases, bylined articles, and social media content. Work under tight deadlines and ensure all projects are delivered on time.

Author wide range of financial content, with specialization in institutional content, blogs, white papers, and investment commentary

Work across asset classes (equities, fixed income, alternatives, private equity, and more) and distribution channels

Collaborate with senior executives, sales, and marketing to develop strategy and content consistent with firm objectives and branding

Maintain knowledge of regulatory standards and ensure all products meet compliance requirements

Edit for clients including investment banks (equity research editing), asset managers, private equity, and fintech firms

Recruit and manage freelance financial writers and investment professionals

Market firm’s services to investment management clients and manage client relationships

FRANKLIN TEMPLETON INVESTMENTS, New York, NY, March 2018-May 2019

Senior Investment Writer, Private Wealth

Played an important role in the ongoing development of Franklin Templeton’s marketing efforts in the private wealth advisor marketplace focused on RIAs and private wealth managers.

Wrote and oversaw production of complex and high-profile commentary and other content deliverables across asset classes

Created long and short-form content (digital and print) under tight deadlines

Generated ideas and developed communications on complex financial concepts intended for a sophisticated advisor audience

Built and maintained strong relationships with internal partners (Sales, Portfolio Management, Legal, Compliance)

Developed and maintained in-depth expertise in client needs and interests, business insights, and market trends through independent research as well as consultation with internal partners and channel marketing

Monitored fund, industry, and market activities and remained current with FINRA compliance rules

LOQUATIO LLC, New York, NY, January 2015-October 2019

Contributing Editor, Content Strategy and Thought Leadership

Loquatio is a boutique content strategy firm boasting an old-school work ethic combined with 2015 digital sensibilities. Specialties range from thought leadership and digital design to infographics, white papers, and industry surveys. Expertise includes banking and insurance, risk management, Dodd-Frank, regulatory stress testing, healthcare, pharma, and energy, among others.

Responsibilities included digital and print content strategy and development, authoring articles, white papers, and digital content

INVESTMENT COMMUNICATIONS & CONTENT STRATEGY, NY, Moscow, Kiev, Los Angeles, NY, 1998-2019

Extensive experience in providing research, marketing, and financial writing/editorial/communications/content marketing and investor relations solutions, as well as equity research services, to buy and sell side clients including bulge bracket asset managers, mutual funds, hedge funds, financial institutions, and brokerage clients, working across all asset classes and producing 100% referral business.

Support equity, FI, alternative and retirement products; produce digital/social media content, marketing collateral, presentations, earnings releases, earnings call scripts, investment commentaries (from attribution reports), thought leadership, and by-lined articles

Collaborate with investment teams on institutional marcom projects across asset classes; resolve conflicts between investment management, compliance, marketing, and production functions to produce high impact, compliance-approved collateral

Conduct content audits and competitive analysis; work with designers, UX architects, product managers, and subject matter experts to develop digital content solutions that align digital strategy with business goals and enhance the user experience. Employ SEO techniques and web analytics to deliver optimized content.

Authored Cross-Border M&A: Leveraging Opportunities in High-Growth Markets for Economist Intelligence Unit, March 2013

Contributed chapter to In from the Cold (London Publishing Partners, 2012), a history of Russia’s capital markets

Spent six months full-time in 2010 leading investment research team with Concorde Capital in Kiev and supporting IB transactions through business valuation, research, and creation of offering materials. Covered metals & mining/gas/agriculture/macro

CENTREINVEST GROUP, Moscow, Russia and New York, NY, 2006 to 2008

Director, Equity Research, Moscow, Russia, 2007 to 2008

Promoted to director of research after ten months in equity sales, managing 21 direct reports. Left due to sale of company.

Provided analytical, valuation, and marketing support to sales team and marketed directly to global institutional clients

Improved fundamental analytical skills and mentored young research team, significantly enhancing research quality according to anecdotal evidence from sales force and clients, while Bloomberg hits increased by nearly 35%

Introduced research compliance rules consistent with US regulatory standards

CENTREINVEST GROUP, continued

Implemented measures to increase analyst/sales force contact and worked with analysts individually to develop communication skills and client service orientation, with aggregate client calls up by nearly 30% over a six-month period

Provided documentation/research, prepped company management, and ran investor meetings for the year’s most profitable transaction, the private placement of a mid-sized regional bank

Supported investment banking transactions including analysis and production of investment memoranda and presentations

Built and managed editorial team, taking final responsibility for all company communications in addition to equity research

Vice President, International Equity Sales, New York, NY, 2006 to 2007

Established relationships with and marketed to institutional investors in New York, London, and Continental Europe

Offered insights on the interplay of geopolitics, economics, local market conditions, and fundamentals in an EM environment

THE BANK OF NEW YORK, New York, NY, 2003 to 2005

Consultant, BNY Global Marketing, 2004 to 2005

Invited to join Global Marketing team to work on bank-wide rebranding initiative, including strategy and creation of new collateral system, internal and external C-level communications, presentations, press releases and digital content (website)

Replaced outside agency for content development and reduced communications expenditures by more than $150k

Consultant, Marketing, BNY Asset Management, Institutional Marketing, 2003 to 2004

Conveyed key benefits of investment products and process across asset classes to institutional and HNW clients

Worked with C-level executives and portfolio managers to define new business strategy, presentation content and delivery

Rendered emergency assistance for launch of registered fund of funds product, creating new brochure content with 24-hour turnaround after original content had failed to receive NASD approval for six months. New content was approved without changes

Produced high impact brochures, presentations, white papers, market and portfolio commentaries, and other collateral materials

JPMORGAN ASSET MANAGEMENT, New York, NY, 2000 to 2002

Vice President, Institutional Marketing/Product Support, International & Emerging Markets Equity

Developed marketing strategies for non-US equity and fixed income products with assets exceeding $50 billion

Conveyed key elements of non-US investment strategies to institutional investor and consultant audience

Partnered with portfolio managers to define messaging, articulate investment process, and market to institutional clients

Trained RFP writers and maintained responsibility for final RFP approval for all international and EM products

Participated in strategic planning for new equity product launch and conducted competitive analysis and product line rationalization

Liaised with investment consultants and maintained responsibility for consultant questionnaires

Created, developed, and executed marketing communications strategies for 12 institutional products, authored all collateral, and wrote portfolio commentaries based on attribution reports. Reviewed performance reporting for GIPS compliance.

MERRILL LYNCH ASSET MANAGEMENT, Plainfield, New Jersey, 1999 to 2000

Consultant/Marketing Communications

Authored Merrill Lynch and You newsletter for distribution to over 5 million retail clients

Wrote and supervised production of Merrill Lynch brochure on college investing plans

Developed marketing materials and Web content in support of retail investment products

Published investment articles on ThirdAge.com, a site targeting the 50+ age bracket

Produced educational materials on mutual fund investing and retirement planning

EDUCATION

PURDUE UNIVERSITY, KRANNERT GRADUATE SCHOOL OF MANAGEMENT

Master of Science in Management; Concentrations in Finance and Marketing

UNIVERSITY OF ILLINOIS

Graduate Program in Russian History and Area Studies

PURDUE UNIVERSITY

Bachelor of Arts in Russian and Political Science

ADDITIONAL SKILLS & PUBLICATIONS

Certifications: Chartered Financial Analyst (CFA)

Licenses: Series 7, 63 (inactive)

Professional Affiliations: Chartered Financial Analyst Institute, New York Society of Securities Analysts (NYSSA),

UK Society of Investment Professionals, New York Financial Writer’s Association, Financial Writer’s Society

Languages: Advanced Russian, Basic Spanish (reading knowledge)

Publications: Forbes Advisor, Business Insider, Inc Magazine, Pensions & Investments, Investopedia, Robb Report, Yahoo Lifestyle, Think Advisor, Luxury Magazine, Polo+10, Hurlingham Magazine, Equestrian Living Magazine (editor at large)

Portfolio Links: https://www.quartetcomm.com/the-work and https://muckrack.com/rebecca-baldridge-1

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