Investment Reporting Analyst

The ideal candidate will have 0-1+ years of prior experience in the investment management industry and working knowledge of fixed income products. Collaborate with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting.

Investment Reporting Analyst - Boston, MA

We are seeking candidates for an Investment Reporting Analyst position with a highly successful asset management firm located in Boston, MA. This position will be responsible for maintaining 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 0-1+ years of prior experience in the investment management industry and working knowledge of fixed income products. 

This is a 6+ month contract position 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

• Collaborate with Product Management and the Client team to understand our products, what clients need in reports, and the rules for marketing and reporting
• Create clear, useful client reports (like performance summaries, explanations, and outlooks)
• Main point of contact 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

Qualifications:

• Bachelor’s degree in Finance, Economics, Marketing, or a related field is required
• 0-1+ 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
• Strong written and verbal communication skills
• MBA or finance certifications (like CFA, CMA, or CAIA), or working toward them, is a plus

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