Hybrid Client Operations & Reporting Analyst

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

Job summary

Daley And Associates, LLC is seeking a Client Operations Reporting Analyst in Boston, MA for a 6-12+ month contract‑to‑hire role. Hybrid work: onsite 4 days, remote 1 day.

The role focuses on reviewing client guidelines, supporting pre-/post-trade activities and collaborating with internal teams. The ideal candidate has 1–3+ years in client operations or regulatory reporting within Financial Services and a strong grasp of fixed income, equity and derivatives.

Qualifications

• Bachelor’s Degree required.
• 1-3+ years of experience in client operations, guideline monitoring or regulatory reporting in Financial Services.
• Deep understanding of investment types including fixed income, equity and derivatives.
• Previous experience using Sentinel or similar guideline reporting system.
• Proficiency in Word and Excel; AI, Python and SQL experience is a plus but not required.

Responsibilities

• Review and evaluate client guidelines and update Sentinel accordingly.
• Support pre- and post-trade activities with investors.
• Collaborate with other internal teams.
• Apply knowledge of investment strategies, regulatory requirements and client guidelines.
• Provide additional support as needed.

Education

Bachelor’s Degree

Tools

Sentinel

Word

Excel

Python

SQL

Job description

Daley And Associates, LLC is seeking a Client Operations Reporting Analyst in Boston, MA for a 6-12+ month contract‑to‑hire role. Hybrid work: onsite 4 days, remote 1 day.

The role focuses on reviewing client guidelines, supporting pre-/post-trade activities and collaborating with internal teams. The ideal candidate has 1–3+ years in client operations or regulatory reporting within Financial Services and a strong grasp of fixed income, equity and derivatives.