Contract Investment Reporting Analyst - Onsite Boston

Daley And Associates, LLC.; Boston (MA); On-site; USD 62,000 - 83,000; Full time

Job summary

Daley And Associates, LLC. is seeking an Investment Reporting Analyst in Boston, MA to produce standard and customized client reports for a suite of products. Requires 0-1+ years in investment management or marketing communications and solid fixed income knowledge.

The role is a 6+ month contract, onsite 4 days/week, with pay of $30-40/hr. Candidates should have a finance/related degree, strong math and writing skills, and proficiency in Word and Excel.

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

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

Skills

Investment knowledge

Written communication

Verbal communication

Attention to detail

Time management

Independent worker

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Word

Excel

Databases

Reporting systems

Job description

Daley And Associates, LLC. is seeking an Investment Reporting Analyst in Boston, MA to produce standard and customized client reports for a suite of products. Requires 0-1+ years in investment management or marketing communications and solid fixed income knowledge.

The role is a 6+ month contract, onsite 4 days/week, with pay of $30-40/hr. Candidates should have a finance/related degree, strong math and writing skills, and proficiency in Word and Excel.