Investment Product Reporting Analyst

Investment Product Reporting Analyst
We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston, MA. The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operations teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.

This is a 12+ month contract-to-hire opportunity, paying between $30-$40/hour (depending on experience). This role supports a hybrid work model consisting of 3 onsite days/week and 2 remote day/week.

Responsibilities:

• Assist with client reporting and client marketing responsibilities, ensuring adherence to client guidelines and compliance with industry standards.
• Produce, update, and maintain product-related marketing materials and client reporting, including, but not limited to, factsheets, product summaries, presentations, and performance commentary.
• Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
• Work collaboratively with Product Reporting and Client Operations teams.
• Review client deliverables to ensure accuracy, timeliness, and compliance.
• Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
• Respond to ad-hoc questions related to investment products.
• Provide additional support as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, Marketing, or related field (required).
• 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
• Great experience with capital markets and investment products, including strong experience with fixed-income asset class.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
• Excellent written and verbal communication skills.
• Demonstrated ability to deliver results individually and as part of a team.
• Ability to manage competing priorities and deadlines.
• Strong attention to detail with a proactive approach and ability to problem solve.

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

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