Joseph Taylor
North Berwick,East Lothian
Summary
Financial services professional with deep understanding of investment markets and products, a background in copywriting and customer research, and a proven ability to collaborate effectively across teams.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
Work history
Associate Investment Specialist
Morningstar
Sydney, Australia
04.2024 - 09.2025
- Utilised Morningstar's data tools and independent research to create informative content for Australian individual investors.
- Built strong collaborative relationships across the equity research team to launch new editorial features “Ask the analyst” and “Stock Showdown”.
- Sourced and edited contributions from third party partners for inclusion in Morningstar's Firstlinks newsletter on retirement, personal finance and investing.
Investment Performance Copywriter
Copylab
Remote
06.2022 - 04.2024
- Created investment reports and marketing content for equity and credit fund offerings.
- Transformed attribution data from Aladdin and FactSet into clear insights through collaboration with investment teams.
- Integrated client feedback and managed priorities under tight deadlines.
- Specialised in European high-yield bonds and equity strategies addressing natural resources.
Email and Landing Page Copywriter
Behind The Balance Sheet
Remote
06.2020 - 04.2024
- Executed targeted email marketing campaigns for a respected training organisation catering to equity analysts.
- Assisted in the creation of new training products and developed compelling website content and email campaigns to support product launches.
- Edited weekly newsletter distributed to 20,000+ subscribers and generated copy for book and product launches.
Lead Copywriter and Email Marketing Manager
CardsPlug (Dashy Enterprises Ltd)
03.2020 - 07.2022
- Managed CardsPlug's email marketing activities to an audience of over 100,000 subscribers. This included planning year-round campaigns and optimising automated email flows.
- Led a company-wide effort to leverage insights from customer surveys, Google Analytics and peers in the e-commerce industry to improve our marketing content and website conversion.
- Reviewed and edited copy produced by team members for tone, clarity and content in line with our research and customer-led approach.
Assistant Trader
Landauer Seafoods
London, United Kingdom
05.2018 - 03.2019
- Managed client relationships and oversaw sale and transport of frozen seafood shipments from our suppliers in South-East Asia to our clients in the US.
- Collaborated with colleagues and supply chain partners to stay abreast of market conditions and troubleshoot problems with in-progress shipments.
Security and Defence Intern
German Marshall Fund
Warsaw, Poland
08.2017 - 04.2018
- Researching and writing draft funding proposals for GMF projects
- Assisting in the planning and organisation of policy seminars, discussions and events
- Acting as the first point of contact for visitors to GMF's Warsaw office
Customer Service Advisor
Ladbrokes
Glasgow
07.2016 - 11.2016
- Processed customer bets and payouts efficiently and with friendly service
- Promoted new products, services and loyalty schemes to store visitors
- Maintained clean and tidy store area and updated promotional materials
Customer Service Advisor
Ladbrokes
Glasgow
11.2013 - 10.2014
- Processed customer bets and payouts efficiently and with friendly service
- Promoted new products, services and loyalty schemes to store visitors
- Maintained clean and tidy store area and updated promotional materials
Education
Master of Arts - Central and East European Studies
University Of Glasgow
Glasgow 09.2013 - 06.2017
Investment Foundations Certificate - undefined
CFA Institute
01.2018 - 03.2018
RG146 Compliance Tier 1 - undefined
Australian Securities and Investments Commission
Behavioral Economics & Psychology in Marketing
Mindworx Academy
03.2020 - 08.2020
Skills
- Cross-team collaboration
- Building strong relationships
- Customer and market research
- Delivering high quality to tight deadlines
- Turning data into insights
- Capital markets knowledge
Timeline
Associate Investment Specialist
Morningstar
04.2024 - 09.2025
Investment Performance Copywriter
Copylab
06.2022 - 04.2024
Email and Landing Page Copywriter
Behind The Balance Sheet
06.2020 - 04.2024
Behavioral Economics & Psychology in Marketing
Mindworx Academy
03.2020 - 08.2020
Lead Copywriter and Email Marketing Manager
CardsPlug (Dashy Enterprises Ltd)
03.2020 - 07.2022
Assistant Trader
Landauer Seafoods
05.2018 - 03.2019
Investment Foundations Certificate - undefined
CFA Institute
01.2018 - 03.2018
Security and Defence Intern
German Marshall Fund
08.2017 - 04.2018
Customer Service Advisor
Ladbrokes
07.2016 - 11.2016
Customer Service Advisor
Ladbrokes
11.2013 - 10.2014
Master of Arts - Central and East European Studies
University Of Glasgow
09.2013 - 06.2017
RG146 Compliance Tier 1 - undefined
Australian Securities and Investments Commission
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