Client Reporting Analyst (Fixed Income)

Daley And Associates, LLC; Boston (MA); On-site; USD 41,000 - 55,000; Full time

Job summary

Daley And Associates, LLC is seeking a Client Reporting Analyst (Fixed Income) for a Boston, MA-based engagement. You will maintain and produce standard marketing materials and customized client reporting for an assigned suite of products, working onsite four days a week.

The role targets candidates with 0–1+ years in investment management or fixed income concepts, with strong math, writing, and communication skills. Bachelor’s degree required; MBA or CFA/CMA/CAIA is a plus.

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or related field.
• 0-1+ years in investment management or marketing communications.
• Knowledge of investments, especially fixed income.
• 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.
• MBA or finance certifications (CFA, CMA, CAIA) or working toward them is a plus.

Responsibilities

• Collaborate with Product Management and Client team to understand products, reports, and rules for marketing and reporting.
• Create clear, useful client reports (performance summaries, explanations, outlooks).
• Be the go-to expert for product-related questions within the team.
• Create regular materials like marketing presentations, fact sheets, and product summaries.
• Review teammates’ work for accuracy and clarity.
• Lead the creation of customized reports for clients.

Skills

Math skills

Written communication

Verbal communication

Attention to detail

Time management

Education

Bachelor’s degree in Finance, Economics, Marketing, or related field

Tools

Microsoft Word

Excel

Databases

Job description

Client Reporting Analyst (Fixed Income) - Investment Management - Boston, MA

We are seeking candidates for a Client Reporting Analyst (Fixed Income) position with an industry-leading investment 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 investment management and fixed income concepts.

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
• Become an expert in certain products so you can create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Act as a go-to expert 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 [e-mail].