Client Reporting Analyst (Fixed Income)

Responsibilities

• Work with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting
• Become an expert in certain products so you can create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Act as a go-to expert 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

• Bachelor’s degree in Finance, Economics, Marketing, or a related field
• 1–3+ 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
• Positive attitude and professional behavior
• MBA or finance certifications (like CFA, CMA, or CAIA), or working toward them, is a plus