Fixed Income Reporting Analyst

KBW Financial Staffing & Recruiting; Boston (MA); On-site; USD 55,000 - 62,000; Full time

Job summary

KBW Financial Staffing & Recruiting in Boston is seeking a Fixed Income Reporting Analyst for a 6 month contract-to-perm role. You will partner with Investment Products & Fund Strategies teams to understand client reporting needs and deliver accurate, attribution-rich content for a fixed income or derivatives audience.

Ideal candidates bring 2+ years in fixed income or OTC derivatives, reporting experience, and a demonstrated ability to manage multiple assignments against tight deadlines.

Qualifications

• 2+ years of fixed income or derivatives exposure.
• Reporting experience preferred.
• MBA or CFA/CAIA is a plus.
• Strong problem solving and client reporting capabilities.

Responsibilities

• Partner with Investment Products & Fund Strategies and their Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting

Skills

Fixed Income

Quantitative Skills

Communication Skills

Self-starter

Detail Orientation

Education

MBA or CFA/CAIA

Job description

Top Investment Management firm has an opening for a Fixed Income Reporting Analyst (Fixed Income or Derivatives) in the Boston office. This is a 6 month contract to perm role. This client has an excellent reputation, it is 4 days a week onsite and looking for candidates who have 2+ years of fixed income or OTC derivative, along with some reporting experience.

Responsibilities

• Partner with Investment Products & Fund Strategies and their Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
• Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
• Serve as an internal subject matter expert to the other roles within Investment Services & Technology.
• Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries.
• Peer reviewing client deliverables completed by the team to ensure accuracy, data reasonability, etc.
• Take the lead on production of customized client reporting

Qualifications

• An MBA or CFA/CAIA, or progress toward these qualifications is a plus.
• Intellectually curious and self-motivated.
• Excellent quantitative and communication skills, as well as strong attention to detail.
• The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients.
• 2 plus years’ experience with financial services (investment management) and fixed income or derivatives needed
• Reporting experience preferred
• Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Fixed Income asset class.

$40-$45 per hour + overtime

KBW789