Investment Product Reporting Analyst

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

Job summary

Daley And Associates, LLC. is seeking an Investment Product Reporting Analyst in Boston, MA to join our client reporting and marketing content team.

You will produce factsheets, performance commentary, presentations, and product summaries for internal and client use. The ideal candidate has 1-3+ years in client reporting or related marketing in investment management, strong fixed-income knowledge, and proficiency with MS Office.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Marketing, or related field.
• 1-3+ years of client reporting, content management, or related marketing experience.
• Strong capital markets and investment products knowledge, incl. fixed income.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Assist with client reporting and client marketing responsibilities.
• Produce, update, and maintain product-related marketing materials and client reporting.
• Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
• Work collaboratively with Product Reporting and Client Operations teams.
• Review client deliverables to ensure accuracy, timeliness, and compliance.
• Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
• Respond to ad-hoc questions related to investment products.
• Provide additional support as needed.

Skills

Client reporting

Content management

Marketing communications

Investment products

MS Office

Education

Bachelor's degree in Finance, Economics, Business, Marketing, or related field

Tools

Microsoft Office Suite

Job description

Investment Product Reporting Analyst

We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston, MA. The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.

This is a 6+ month contract opportunity, paying between $30-40/hour (depending on experience). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week.

Responsibilities:

• Assist with client reporting and client marketing responsibilities, ensuring adherence to client guidelines and compliance with industry standards.
• Produce, update, and maintain product-related marketing materials and client reporting, including, but not limited to, factsheets, product summaries, presentations, and performance commentary.
• Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
• Work collaboratively with Product Reporting and Client Operations teams.
• Review client deliverables to ensure accuracy, timeliness, and compliance.
• Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
• Respond to ad-hoc questions related to investment products.
• Provide additional support as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, Marketing, or related field (required).
• 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
• Great experience with capital markets and investment products, including strong experience with fixed-income asset class.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
• Excellent written and verbal communication skills.
• Demonstrated ability to deliver results individually and as part of a team.
• Ability to manage competing priorities and deadlines.
• Strong attention to detail with a proactive approach and ability to problem solve.