Fixed Income Reporting Analyst

Daley And Associates, LLC.; Boston (MA); Hybrid; USD 41,000 - 55,000; Part time

Job summary

Daley And Associates, LLC. in Boston seeks a Fixed Income Reporting Analyst to produce and maintain client and marketing materials across fixed income products. The ideal candidate has 3–5+ years in investment management or marketing communications and strong communication and Excel skills.

This 6–12‑month contract offers a hybrid work model (4 days on‑site, 1 day remote) with a pay rate of $30–$40 per hour, depending on experience.

Qualifications

• 3-5+ years of experience in investment management or marketing communications.
• Excellent written and verbal communication, strong quantitative aptitude, and attention to detail.
• Ability to manage multiple concurrent assignments under strict deadlines.
• Proficient in MS Word and Excel; comfortable with various systems/databases.
• MBA or CFA designation, or progress toward either, is a plus.

Responsibilities

• Produce recurring client and marketing materials for fixed income products.
• Own all standard materials across the assigned product suite and support during peak periods.
• Lead development and delivery of customized product presentations for specific clients.
• Develop deep understanding of investment approaches, portfolio positioning, strategy, and market outlook.
• Act as a subject matter expert to colleagues across Client Reporting Services.
• Collaborate with Investment Products & Strategies and Client Group to align on reporting needs and guidelines.

Skills

Investment management

Excel proficiency

Communication skills

Multitasking

Education

MBA

CFA

Tools

MS Word

MS Excel

Job description

Fixed Income Reporting Analyst

We are currently seeking candidates for a Fixed Income Reporting Analyst role with a premier investment management firm based in Boston, MA. The Fixed Income Reporting Analyst will be responsible for producing and maintaining a broad range of standard and customized client and marketing materials across an assigned suite of fixed income products. The ideal candidate will bring 3-5+ years of experience in investment management or marketing communications, along with a strong understanding of portfolio strategy and market dynamics.

This is a 6–12-month contract position paying between $30-$40/hour (depending on experience). This role supports a hybrid work model, consisting of 4 days on-site and 1 day remote/week.

Responsibilities:

• Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations.
• Take full ownership of all standard materials across an assigned product suite, with a willingness to provide additional support during high-volume periods.
• Lead the development and delivery of customized product presentations tailored to specific client needs.
• Build and maintain a deep understanding of assigned investment approaches, including portfolio positioning, strategy, outlook, and the broader market environment.
• Act as an internal subject matter expert to colleagues across the Client Reporting Services team.
• Collaborate closely with Investment Products & Strategies and the Client Group to align on approach fundamentals, client reporting needs, and applicable marketing and reporting guidelines.

Qualifications:

• Strong academic background with 3-5+ years of professional experience in investment management or marketing communications.
• Excellent written and verbal communication skills, strong quantitative aptitude, and a sharp eye for detail.
• Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants.
• Highly proficient in Microsoft Word and Excel, with comfort navigating a variety of internal and external systems and databases.
• Self-motivated and resourceful, with the ability to work independently while also contributing as a collaborative team member.
• Professional, positive, and collegial approach to working with colleagues and stakeholders at all levels.
• MBA or CFA designation, or active progress toward either, is a plus.