Client Reporting Analyst

Client Reporting Analyst - Investment Management - Boston, MA
We are currently seeking candidates for a Client Reporting Analyst – Fixed Income position with a leading investment management firm located in Boston, MA. This role will be responsible for producing and maintaining standard product-related marketing and client materials, as well as developing customized client reporting for an assigned suite of products. The ideal candidate will have 0–1+ years of experience in investment management, with a strong understanding of fixed income concepts.

This is a 6+ month contract position paying $30–$40/hour, depending on experience, based on a 40-hour work week. This position requires hybrid presence in Boston.

Responsibilities

• Collaborate with Product Management and Client teams to understand investment products, client reporting needs, and marketing and reporting requirements.

• Develop expertise in assigned products to create clear, accurate, and informative client materials, including performance summaries, product explanations, and market outlooks.

• Serve as a subject matter resource for team members on product-related questions.

• Create and maintain recurring marketing and client materials, including presentations, fact sheets, and product summaries.

• Review team members’ work for accuracy, consistency, and overall quality.

• Lead the development and delivery of customized client reports based on specific client requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, Marketing, or a related field required.

• 0–1+ years of experience in investment management, client reporting, or marketing communications.

• Strong understanding of investment concepts, particularly fixed income and bond markets.

• Strong analytical, written, and verbal communication skills with excellent attention to detail.

• Ability to work independently, manage multiple priorities, and meet tight deadlines.

• Proficiency with Microsoft Word, Excel, databases, and other reporting systems.

• Strong organizational and problem-solving skills.

• MBA or relevant financial certification, such as CFA, CMA, or CAIA, is a plus.

• Candidates currently pursuing a relevant certification are also encouraged to apply.

If you are interested in learning more about this opportunity, please email your resume to Lydia at Lsinger@daleyaa.com.

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