Investment Reporting Analyst

Daley And Associates, LLC.; Boston (MA); On-site; USD 62,000 - 83,000; Full time

Job summary

Daley And Associates, LLC. is seeking an Investment Reporting Analyst in Boston, MA to produce standard and customized client reports for a suite of products. Requires 0-1+ years in investment management or marketing communications and solid fixed income knowledge.

The role is a 6+ month contract, onsite 4 days/week, with pay of $30-40/hr. Candidates should have a finance/related degree, strong math and writing skills, and proficiency in Word and Excel.

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or a related field is required.
• 0-1+ years of experience in investment management or marketing communications
• Good knowledge of investments, especially fixed income (like bonds)
• Strong math, writing, and communication skills with attention to detail
• Able to work independently, handle multiple tasks, and meet tight deadlines
• Comfortable using systems, databases, Microsoft Word, and Excel
• Strong written and verbal communication skills
• MBA or finance certifications (like CFA, CMA, or CAIA), or working toward them, is a plus

Responsibilities

• Collaborate with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting
• Create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Main point of contact for others on the team when they have product-related questions
• Create regular materials like marketing presentations, fact sheets, and product summaries
• Review team members’ work to make sure it is accurate and makes sense
• Lead the creation of customized reports for clients

Skills

Investment knowledge

Written communication

Verbal communication

Attention to detail

Time management

Independent worker

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Word

Excel

Databases

Reporting systems

Job description

Investment Reporting Analyst - Boston, MA

We are seeking candidates for an Investment Reporting Analyst position with a highly successful asset management firm located in Boston, MA. This position will be responsible for maintaining and producing standard product-related marketing and client materials, as well as customized client reporting for an assigned suite of products. The ideal candidate will have 0-1+ years of prior experience in the investment management industry and working knowledge of fixed income products.

This is a 6+ month contract position that will pay $30-40/hr (depending on experience) within a 40-hour work week. This position is required to be onsite 4 days/week in the Boston office.

Responsibilities

• Collaborate with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting
• Create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Main point of contact for others on the team when they have product-related questions
• Create regular materials like marketing presentations, fact sheets, and product summaries
• Review team members’ work to make sure it is accurate and makes sense
• Lead the creation of customized reports for clients

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or a related field is required
• 0-1+ years of experience in investment management or marketing communications
• Good knowledge of investments, especially fixed income (like bonds)
• Strong math, writing, and communication skills with attention to detail
• Able to work independently, handle multiple tasks, and meet tight deadlines
• Comfortable using systems, databases, Microsoft Word, and Excel
• Strong written and verbal communication skills
• MBA or finance certifications (like CFA, CMA, or CAIA), or working toward them, is a plus