Hybrid Boston: Client Reporting Analyst (Fixed Income)

Daley And Associates, LLC.

Boston (MA)

Hybrid

USD 41,000 - 55,000

Full time

45 hours ago

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Job summary

Daley And Associates, LLC. in Boston, MA is seeking a Client Reporting Analyst – Investment Management for a 6+ month contract. The role focuses on producing standard client materials and developing customized reporting for fixed income products, with hybrid presence in Boston.

Ideal candidates have 0–1+ years in investment management, strong fixed income knowledge, and solid communication skills. You will collaborate with product and client teams, create clear materials, and deliver customized

Qualifications

Bachelor’s degree required.
0–1+ years in investment management, client reporting, or marketing communications.
Strong understanding of fixed income concepts.

Responsibilities

Collaborate with Product Management and Client teams to understand reporting needs.
Develop expertise to create clear client materials including performance summaries and market outlooks.
Act as SME for product-related questions.
Produce recurring marketing materials: presentations, fact sheets, summaries.
Review peers' work for accuracy and quality.
Lead development and delivery of customized client reports.