Fixed Income Reporting Analyst

Daley and Associates

Boston, MA

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JOB DETAILS

SALARY

$30–$40 Per Hour

LOCATION

Boston, MA

POSTED

30+ days ago

Fixed Income Reporting Analyst
We are currently seeking candidates for a Fixed Income Reporting Analyst role with a premier investment management firm based in Boston, MA. The Fixed Income Reporting Analyst will be responsible for producing and maintaining a broad range of standard and customized client and marketing materials across an assigned suite of fixed income products. The ideal candidate will bring 3-5+ years of experience in investment management or marketing communications, along with a strong understanding of portfolio strategy and market dynamics.

This is a 6–12-month contract position paying between $30-$40/hour (depending on experience).This role supports a hybrid work model, consisting of 4 days on-site and 1 day remote/week.

Responsibilities:

Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations.
Take full ownership of all standard materials across an assigned product suite, with a willingness to provide additional support during high-volume periods.
Lead the development and delivery of customized product presentations tailored to specific client needs.
Build and maintain a deep understanding of assigned investment approaches, including portfolio positioning, strategy, outlook, and the broader market environment.
Act as an internal subject matter expert to colleagues across the Client Reporting Services team.
Collaborate closely with Investment Products & Strategies and the Client Group to align on approach fundamentals, client reporting needs, and applicable marketing and reporting guidelines.

Qualifications:

Strong academic background with 3-5+ years of professional experience in investment management or marketing communications.
Excellent written and verbal communication skills, strong quantitative aptitude, and a sharp eye for detail.
Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants.
Highly proficient in Microsoft Word and Excel, with comfort navigating a variety of internal and external systems and databases.
Self-motivated and resourceful, with the ability to work independently while also contributing as a collaborative team member.
Professional, positive, and collegial approach to working with colleagues and stakeholders at all levels.
MBA or CFA designation, or active progress toward either, is a plus.

For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com

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About the Company

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.

Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE

20 to 49 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2005

WEBSITE

http://daleyaa.com/

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