Job Description

Client Reporting Analyst (Fixed Income) - Investment Management - Boston, MA

We are seeking candidates for a Fixed Income Product Reporting Analyst position with an industry-leading investment management firm located in Boston, MA. This position will be responsible for maintain and producing standard product-related marketing and client materials, as well as customized client reporting for an assigned suite of products. The ideal candidate will have 2-7 years of prior investment management and fixed income concepts.

This is a 6 month contract that will pay $30-40/hr (depending on experience) within a 40-hour work week. This position is required to be onsite 4 days/week in the Boston office.
Responsibilities:

Manage the production of recurring marketing materials, including general presentations, institutional fact sheets, investment profiles, product summaries, client letters, and customized client reports.
Lead the development of tailored product presentations, ensuring alignment with client-specific needs.
Act as a trusted resource and expert, supporting the CRS team in delivering consistent, high-quality client communications.
Serves as an internal subject matter expert for colleagues within the Client Reporting Services (CRS) team, providing guidance and support.

Qualifications:

Bachelor's degree required
Strong academic background with 2-7 years of experience in investment management or marketing communications.
Exceptional quantitative and communication skills, coupled with keen attention to detail.
A proactive self-starter with the ability to collaborate effectively in a team environment. Must excel in managing multiple assignments and delivering high-quality work under strict deadlines driven by client demands, prospects, and consultants.
Proficiency in Microsoft Word and Excel, along with experience navigating internal and external systems and databases.
An MBA or CFA designation, or progress toward these credentials, is highly desirable.

If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.

Job Tags

Contract work, Work at office

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Client Reporting Analyst (Fixed Income) Job at Daley & Associates, Boston, MA

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