Hybrid Fixed Income Reporting Analyst – Contract

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

Job summary

Daley And Associates, LLC is seeking a Fixed Income Reporting Analyst in Boston, MA. The role focuses on producing and maintaining a broad range of client and marketing materials across fixed income products.

Ideal candidates have 3-5+ years in investment management or marketing communications, with strong portfolio understanding and market awareness. This is a 6–12-month contract with a hybrid schedule: 4 days on-site and 1 day remote weekly.

Qualifications

• 3-5+ years of professional experience in investment management or marketing communications.
• Excellent written and verbal communication skills; strong quantitative aptitude; detail-oriented.
• Ability to manage multiple concurrent assignments under tight deadlines.
• Proficient in Microsoft Word and Excel; comfortable navigating internal systems.
• Independent yet collaborative; professional demeanor in stakeholder interactions.
• 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.
• Own standard materials across an assigned product suite and support during high-volume periods.
• Lead development of customized product presentations tailored to specific client needs.
• Develop deep understanding of investment approaches, including portfolio positioning, strategy, outlook, and market environment.
• Act as an internal subject matter expert to colleagues in Client Reporting Services.
• Collaborate with Investment Products & Strategies and Client Group to align on reporting needs and guidelines.

Skills

Investment management

Marketing communications

Communication skills

Quantitative aptitude

Attention to detail

Education

MBA or CFA (preferred)

Tools

Microsoft Word

Microsoft Excel

Job description

Daley And Associates, LLC is seeking a Fixed Income Reporting Analyst in Boston, MA. The role focuses on producing and maintaining a broad range of client and marketing materials across fixed income products.

Ideal candidates have 3-5+ years in investment management or marketing communications, with strong portfolio understanding and market awareness. This is a 6–12-month contract with a hybrid schedule: 4 days on-site and 1 day remote weekly.