What are the responsibilities and job description for the Client Reporting Analyst (Fixed Income) position at Daley And Associates, LLC?
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:
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.
- 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.
Salary : $30 - $40