Client Reporting Analyst (Fixed Income) (Boston)

Daley And Associates, LLC
Boston, MA
Client Reporting Analyst (Fixed Income) - Investment Management - Boston, MA


We are seeking candidates for a Fixed Income Product Reporting Analyst position with an industry-leading investment management firm located in Boston, MA. This position will be responsible for maintain 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 2-7 years of prior investment management and fixed income concepts.

This is a 6 month contract 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:
  • Manage the production of recurring marketing materials, including general presentations, institutional fact sheets, investment profiles, product summaries, client letters, and customized client reports.
  • Lead the development of tailored product presentations, ensuring alignment with client-specific needs.
  • Act as a trusted resource and expert, supporting the CRS team in delivering consistent, high-quality client communications.
  • Serves as an internal subject matter expert for colleagues within the Client Reporting Services (CRS) team, providing guidance and support.
Qualifications:
  • Bachelor's degree required
  • Strong academic background with 2-7 years of experience in investment management or marketing communications.
  • Exceptional quantitative and communication skills, coupled with keen attention to detail.
  • A proactive self-starter with the ability to collaborate effectively in a team environment. Must excel in managing multiple assignments and delivering high-quality work under strict deadlines driven by client demands, prospects, and consultants.
  • Proficiency in Microsoft Word and Excel, along with experience navigating internal and external systems and databases.
  • An MBA or CFA designation, or progress toward these credentials, is highly desirable.
If you are interested in learning more about this opportunity, please email your resume to Olivia at [email protected].

Posted 2026-04-27

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