Fixed Income Client Reporting Analyst — Investment Insights

Daley And Associates, LLC; Boston (MA); In loco; USD 41.000 - 55.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Math skills

Written communication

Verbal communication

Attention to detail

Time management

Formazione

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

Strumenti

Microsoft Word

Excel

Databases

Descrizione del lavoro

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.