Client Reporting Analyst

Daley And Associates, LLC.; Boston (MA); Hybrid; USD 85,962,000 - 114,616,000; Full time

Job summary

Daley And Associates, LLC is seeking a Client Reporting Analyst – Fixed Income in Boston, MA for a 6+ month contract. The role produces and maintains standard client materials and develops customized reports for an assigned product suite.

The ideal candidate has 0–1+ years in investment management, with a solid understanding of fixed income concepts, strong analytical and communication skills, and attention to detail. Hybrid work in Boston is required.

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or a related field is required.
• 0–1+ years of experience in investment management, client reporting, or marketing communications.
• Strong understanding of investment concepts, particularly fixed income and bond markets.
• Strong analytical, written, and verbal communication skills with excellent attention to detail.
• Ability to work independently, manage multiple priorities, and meet tight deadlines.
• Proficiency with Microsoft Word, Excel, databases, and other reporting systems.
• Strong organizational and problem-solving skills.
• MBA or relevant financial certification, such as CFA, CMA, or CAIA, is a plus.
• Candidates currently pursuing a relevant certification are also encouraged to apply.

Responsibilities

• Collaborate with Product Management and Client teams to understand investment products, client reporting needs, and marketing and reporting requirements.
• Develop expertise in assigned products to create clear, accurate, and informative client materials, including performance summaries, product explanations, and market outlooks.
• Serve as a subject matter resource for team members on product-related questions.
• Create and maintain recurring marketing and client materials, including presentations, fact sheets, and product summaries.
• Review team members’ work for accuracy, consistency, and overall quality.
• Lead the development and delivery of customized client reports based on specific client requirements.

Job description

Client Reporting Analyst – Investment Management – Boston, MA

We are currently seeking candidates for a Client Reporting Analyst – Fixed Income position with a leading investment management firm located in Boston, MA. This role will be responsible for producing and maintaining standard product-related marketing and client materials, as well as developing customized client reporting for an assigned suite of products. The ideal candidate will have 0–1+ years of experience in investment management, with a strong understanding of fixed income concepts.

This is a 6+ month contract position paying $30–$40/hour, depending on experience, based on a 40-hour work week. This position requires hybrid presence in Boston.

Responsibilities

• Collaborate with Product Management and Client teams to understand investment products, client reporting needs, and marketing and reporting requirements.

• Develop expertise in assigned products to create clear, accurate, and informative client materials, including performance summaries, product explanations, and market outlooks.

• Serve as a subject matter resource for team members on product-related questions.

• Create and maintain recurring marketing and client materials, including presentations, fact sheets, and product summaries.

• Review team members’ work for accuracy, consistency, and overall quality.

• Lead the development and delivery of customized client reports based on specific client requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or a related field required.

• 0–1+ years of experience in investment management, client reporting, or marketing communications.

• Strong understanding of investment concepts, particularly fixed income and bond markets.

• Strong analytical, written, and verbal communication skills with excellent attention to detail.

• Ability to work independently, manage multiple priorities, and meet tight deadlines.

• Proficiency with Microsoft Word, Excel, databases, and other reporting systems.

• Strong organizational and problem-solving skills.

• MBA or relevant financial certification, such as CFA, CMA, or CAIA, is a plus.

• Candidates currently pursuing a relevant certification are also encouraged to apply.