Fixed Income Client Reporting Specialist

Daley And Associates, LLC.; Boston (MA); On-site; USD 62,000 - 83,000; 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 focuses on producing standard and customized client reporting for fixed income products and related marketing materials.

Ideal candidates have 0-1+ years in investment management or related marketing communications, with strong writing, math, and Excel skills. On-site four days per week in Boston; salary $30–$40 per hour.

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
• 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
• 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

Skills

Fixed income knowledge

Writing

Attention to detail

MS Word

MS Excel

Independent worker

Education

Bachelor's degree in Finance/Economics/Marketing

MBA or CFA/CAIA (preferred)

Tools

Microsoft Word

Microsoft Excel

Job description

Daley And Associates, LLC. is seeking a Client Reporting Analyst (Fixed Income) in Boston, MA for a 6+ month contract. The role focuses on producing standard and customized client reporting for fixed income products and related marketing materials.

Ideal candidates have 0-1+ years in investment management or related marketing communications, with strong writing, math, and Excel skills. On-site four days per week in Boston; salary $30–$40 per hour.