Client Reporting Analyst (Fixed Income)

Client Reporting Analyst (Fixed Income) - Investment Management - Boston, MA We are seeking candidates for a Client Reporting Analyst (Fixed Income) 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 2-3+ years of prior investment management and fixed income concepts. 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 - 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 Qualifications: - 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 If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com. #LI-OC1 #LI-HYBRID IND123