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Investment Product Reporting Analyst

Daley and Associates

Boston, MA

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JOB DETAILS
SALARY
$30–$40 Per Hour
LOCATION
Boston, MA
POSTED
9 days ago
Investment Product Reporting Analyst
We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston, MA. The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.

This is a 6+ month contract opportunity, paying between $30-40/hour (depending on experience). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week.

Responsibilities:
  • Assist with client reporting and client marketing responsibilities, ensuring adherence to client guidelines and compliance with industry standards.
  • Produce, update, and maintain product-related marketing materials and client reporting, including, but not limited to, factsheets, product summaries, presentations, and performance commentary.
  • Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
  • Work collaboratively with Product Reporting and Client Operations teams.
  • Review client deliverables to ensure accuracy, timeliness, and compliance.
  • Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
  • Respond to ad-hoc questions related to investment products.
  • Provide additional support as needed.
Qualifications:
  • Bachelor’s degree in Finance, Economics, Business, Marketing, or related field (required).
  • 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
  • Great experience with capital markets and investment products, including strong experience with fixed-income asset class.
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
  • Excellent written and verbal communication skills.
  • Demonstrated ability to deliver results individually and as part of a team.
  • Ability to manage competing priorities and deadlines.
  • Strong attention to detail with a proactive approach and ability to problem solve.

For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.

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About the Company

D

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/