Fixed Income Reporting Specialist — Hybrid Contract

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

Job summary

Daley And Associates, LLC in Boston seeks a Fixed Income Reporting Analyst to produce and maintain client and marketing materials for fixed income products. The ideal candidate has 3–5+ years in investment management or marketing communications, strong written and verbal skills, Excel proficiency, and the ability to manage multiple deadlines in a hybrid 4 days on-site / 1 day remote setup.

This 6–12 month contract offers $30-$40/hour and opportunities to collaborate across teams on reporting and

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.

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.

Skills

Communication

Quantitative aptitude

Detail-oriented

Deadline management

Education

MBA or CFA designation (plus)

Tools

Microsoft Word

Microsoft Excel

Job description

Daley And Associates, LLC in Boston seeks a Fixed Income Reporting Analyst to produce and maintain client and marketing materials for fixed income products. The ideal candidate has 3–5+ years in investment management or marketing communications, strong written and verbal skills, Excel proficiency, and the ability to manage multiple deadlines in a hybrid 4 days on-site / 1 day remote setup.

This 6–12 month contract offers $30-$40/hour and opportunities to collaborate across teams on reporting and