Fixed Income Product Reporting Specialist

KBW Financial

Boston (MA)

On-site

USD 48,000 - 61,000

Full time

2 days ago

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Job summary

KBW Financial in Boston, MA is seeking a Back Fixed Income Reporting Analyst in an Investment Operations context. This temp-to-perm, hourly role pays $35.00–$44.00 per hour.

The position begins around Sep 28, 2026, and involves close collaboration with Investment Products & Fund Strategies and client groups to meet reporting needs. The candidate will develop content for client reporting, including attribution and performance commentary, and act as a subject matter expert within Investment

Qualifications

MBA or CFA/CAIA preferred or in progress.
Strong quantitative and communication skills with meticulous attention to detail.
Ability to manage multiple assignments and meet tight deadlines that are dictated by prospects, consultants and clients.

Responsibilities

Partner with Investment Products & Fund Strategies and Client Group to understand reporting needs and guidelines governing client reporting.
Develop expertise in assigned approaches to deliver product-level content in client reporting (attribution, performance commentary, etc.).
Serve as an internal subject matter expert to Investment Services & Technology.
Produce standard materials and recurring deliverables (marketing presentations, institutional fact sheets, product summaries).
Peer review client deliverables for accuracy and data reasonability.
Lead production of customized client reporting.

Education

MBA or CFA/CAIA

Job description

KBW Financial in Boston, MA is seeking a Back Fixed Income Reporting Analyst in an Investment Operations context. This temp-to-perm, hourly role pays $35.00–$44.00 per hour.

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