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Success in Writing and Finance

Melvin Joseph

Nowadays, financial professionals and aspiring students need to demonstrate a wide range of skills from working with analysis and data to impressive collaboration and presentation. Although everyone has their strengths and weaknesses within their repertoire, the ability to write cohesively, persuasively, and engagingly will, needless to say, be necessary during your academic and professional career, from completing applications to communicating through email. This necessary tool for finance, especially social finance, poses a question:

What makes a successful writer?

There are 3 key factors that will pertain to virtually every period and every aspect with respect to a financial and philanthropic career.

The first is translation, not from one language to another (though it’s analogous) but from financial jargon to simple, comprehensible writing. Even if this process is tedious and ends up detrimental to the concision of your writing, acumen, and proficiency in terms of when and how, respectively, to engage in such a translation is a key factor, specifically for conveying data and terms to an ordinary client, or even a peer.

The second is tied to the marketing and development of your firm, or in simple terms (KEY FACTOR 1), showing persuasion and reputation. For building capital, generating promotional materials, and raising the profile of your corporation, it’s essential to write content elegantly and coherently, even if some components of your writing are apparently far-fetched.

The third and final factor is analysis, evaluation, and solid research. In finance and academia, writing is more than a summation of research, though comprehensive and precise research is always a plus. Often, you must go above and beyond by deriving conclusions and making rational and grounded recommendations for your firm or instructor. For many research and academic purposes, this factor tends to make or break aspiring students.

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