Investment Reporting Analyst

Investment Reporting Analyst - Boston, MA

We are seeking candidates for an Investment Reporting Analyst position with a highly successful asset management firm located in Boston, MA. This position will be responsible for maintaining 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 0-1+ years of prior experience in the investment management industry and working knowledge of fixed income products. 

This is a 6+ month contract position 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

• Collaborate with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting
• Create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Main point of contact for others on the team when they have product-related questions
• Create regular materials like marketing presentations, fact sheets, and product summaries
• Review team members’ work to make sure it is accurate and makes sense
• Lead the creation of customized reports for clients

Qualifications:

• Bachelor’s degree in Finance, Economics, Marketing, or a related field is required
• 0-1+ years of experience in investment management or marketing communications
• Good knowledge of investments, especially fixed income (like bonds)
• Strong math, writing, and communication skills with attention to detail
• Able to work independently, handle multiple tasks, and meet tight deadlines
• Comfortable using systems, databases, Microsoft Word, and Excel
• Strong written and verbal communication skills
• MBA or finance certifications (like CFA, CMA, or CAIA), or working toward them, is a plus

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