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
2024.04 - 2025.09
- 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
2022.06 - 2024.04
- 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
2020.06 - 2024.04
- 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)
2020.03 - 2022.07
- 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
2018.05 - 2019.03
- 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
2017.08 - 2018.04
- 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
2016.07 - 2016.11
- 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
2013.11 - 2014.10
- 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 2013.09 - 2017.06
Investment Foundations Certificate - undefined
CFA Institute
2018.01 - 2018.03
RG146 Compliance Tier 1 - undefined
Australian Securities and Investments Commission
Behavioral Economics & Psychology in Marketing
Mindworx Academy
2020.03 - 2020.08
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
2024.04 - 2025.09
Investment Performance Copywriter
Copylab
2022.06 - 2024.04
Email and Landing Page Copywriter
Behind The Balance Sheet
2020.06 - 2024.04
Behavioral Economics & Psychology in Marketing
Mindworx Academy
2020.03 - 2020.08
Lead Copywriter and Email Marketing Manager
CardsPlug (Dashy Enterprises Ltd)
2020.03 - 2022.07
Assistant Trader
Landauer Seafoods
2018.05 - 2019.03
Investment Foundations Certificate - undefined
CFA Institute
2018.01 - 2018.03
Security and Defence Intern
German Marshall Fund
2017.08 - 2018.04
Customer Service Advisor
Ladbrokes
2016.07 - 2016.11
Customer Service Advisor
Ladbrokes
2013.11 - 2014.10
Master of Arts - Central and East European Studies
University Of Glasgow
2013.09 - 2017.06
RG146 Compliance Tier 1 - undefined
Australian Securities and Investments Commission