Teri G.
Los Angeles, CA
100%
Job Success
Top Rated
Experienced financial writer | Articles, Blogs, Analyses
$80.00/hr
I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers.
I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this).
As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years.
I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams.
I look forward to talking with you about how I can help your business.
Work history
Fact Sheet / Advisory Description for Investment Manager
Jan 17, 2024
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Mar 2, 2024
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Capital Markets Website Assistance
Apr 10, 2023
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Nov 5, 2023
"Pleasure to work with. Very knowledgeable and pro-active with ideas. Great writing style."
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Financial writer helping with articles, blog posts, press releases, webinars, and social posts
Mar 31, 2023
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Apr 14, 2023
"Teri is a talented financial writer who is great to work with. We appreciated the opportunity to collaborate with her on two articles."
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Assessment editing for Accounting textbook
Feb 4, 2021
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Oct 25, 2022
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2 Investor Articles
Mar 10, 2021
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Mar 30, 2021
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Blog Post - 2021 Investing Trends
Dec 20, 2020
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Jan 7, 2021
"Teri is an excellent writer and really knows the fixed income industry well. Will 100% be working with her in the future."
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Blog post on top barriers to performance
Dec 4, 2020
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Dec 24, 2020
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Looking for CFA/CMT Charterholders to Create Content Related to Markets
Sep 21, 2020
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Oct 4, 2020
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Blog writing
Jun 27, 2018
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May 15, 2020
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Need A Financial/Banking Industry Blog
Dec 4, 2018
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Jan 27, 2020
"Teri provided a great financial article."
Private earnings
Equity Research Analyst for Quarterly Commentary Support
Dec 11, 2023
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Present
Job in progress
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Financial Writer
May 20, 2023
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Present
Job in progress
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Financial Paper
Mar 3, 2023
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Present
Job in progress
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Writing article „investing not speculating“
Sep 30, 2022
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Present
Job in progress
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Edit and proof reading, investment newsletter
Mar 22, 2022
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Present
Job in progress
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Sustainable finance writer/editor
May 25, 2021
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Present
Job in progress
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Blog post on home office
Feb 2, 2021
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Present
Job in progress
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Financial Writer needed for Portfolio and Risk Management Firm
May 8, 2020
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Present
Job in progress
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Writer Needed for Registered Investment Advisory Firm Website.
Nov 20, 2019
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Present
Job in progress
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Personal Finance web copy writer, web content writer, blog post writer
Feb 28, 2019
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Present
Job in progress
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Skills
- Investment Strategy
- Financial Writing