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

Similar Jobs

Company3

Producer, Associate Job at Company3

...image acquisition technologies, digital camera types, best editorial procedure, online-conform, color correction, LUTs, digital cinema, HDR and deliverable requirements and procedures relevant to each of your projects. Demonstrated experience workingcollaboratively...

Kelley Williamson Company

Sales Associate Job at Kelley Williamson Company

...Position: Sales Associate Reports To: Station Manager About Kelley's Market Join... ...~401(k) Plan with Annual Matching Time Off & Work-Life Balance Vacation Time... ...Prior experience in a convenience store, gas station, or retail environment. Experience...

Rad Marketing Agency

Entry Level Marketing Associate Job at Rad Marketing Agency

...RAD Marketing Agency is expanding in the Greater Phoenix Area and actively seeking motivated individuals ready to begin a career in... ...time, on-site role in Phoenix offering paid training, hands-on experience, and career growth in marketing and business development , with...

Midland-Marvel Recruiters, LLC

Nurse Director of Case Management Job at Midland-Marvel Recruiters, LLC

...Growing hospital looking to bring on Director Case Management! Bonus Incentive Program and Full Relocation! Responsible for overseeing the... ...tools. Licenses and Certifications RN - Registered Nurse - State Licensure and/or Compact State Licensure required BCLS...

Community Youth Network

Safe@Home Case Manager Job at Community Youth Network

...pressure and provides designated, temporary, or longer-term periods of time when a child is not with the caregiver. Assists families with daycare or other caregiving enrollment and resources. -Safety Services: Provided predominately where a family lives and occasionally in...

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

bU1IK24xSEdFNU1JRjJ1L0hocXErREJsZ3c9PQ==