Product Reporting Analyst

KBW Financial; Boston (MA); On-site; USD 48,000 - 61,000; Full time

Job summary

KBW Financial in Boston, MA is seeking a Back Fixed Income Reporting Analyst in an Investment Operations context. This temp-to-perm, hourly role pays $35.00–$44.00 per hour.

The position begins around Sep 28, 2026, and involves close collaboration with Investment Products & Fund Strategies and client groups to meet reporting needs. The candidate will develop content for client reporting, including attribution and performance commentary, and act as a subject matter expert within Investment

Qualifications

• MBA or CFA/CAIA preferred or in progress.
• Strong quantitative and communication skills with meticulous attention to detail.
• Ability to manage multiple assignments and meet tight deadlines that are dictated by prospects, consultants and clients.

Responsibilities

• Partner with Investment Products & Fund Strategies and Client Group to understand reporting needs and guidelines governing client reporting.
• Develop expertise in assigned approaches to deliver product-level content in client reporting (attribution, performance commentary, etc.).
• Serve as an internal subject matter expert to Investment Services & Technology.
• Produce standard materials and recurring deliverables (marketing presentations, institutional fact sheets, product summaries).
• Peer review client deliverables for accuracy and data reasonability.
• Lead production of customized client reporting.

Education

MBA or CFA/CAIA

Job description

Back Fixed Income Reporting Analyst Investment Operations Analyst Boston , Massachusetts Temp to Perm Per Hour Sep 28, 2026 $35.00 - $44.00

Responsibilities:

• Partner with Investment Products & Fund Strategies and their Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
• Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
• Serve as an internal subject matter expert to the other roles within Investment Services & Technology.
• Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries.
• Peer reviewing client deliverables completed by the team to ensure accuracy, data reasonability, etc.
• Take the lead on production of customized client reporting

Qualifications:

• An MBA or CFA/CAIA, or progress toward these qualifications is a plus.
• Intellectually curious and self-motivated.
• Excellent quantitative and communication skills, as well as strong attention to detail.
• The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients.
• 2 plus years’ experience with financial services (investment management) and fixed income or derivatives needed
• Reporting experience preferred
• Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Fixed Income asset class.