Daley And Associates, LLC.

Fixed Income Reporting Analyst

⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Fixed Income Reporting Analyst, a 6–12-month contract in Boston, MA, paying $30-$40/hour. Requires 3-5+ years in investment management, strong communication skills, and proficiency in Microsoft Word and Excel. MBA or CFA is a plus.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
320
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🗓️ - Date
March 24, 2026
🕒 - Duration
More than 6 months
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🏝️ - Location
Hybrid
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📄 - Contract
W2 Contractor
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🔒 - Security
Unknown
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📍 - Location detailed
Boston, MA 02111
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🧠 - Skills detailed
#Databases #Strategy
Role description
Fixed Income Reporting Analyst We are currently seeking candidates for a Fixed Income Reporting Analyst role with a premier investment management firm based in Boston, MA. The Fixed Income Reporting Analyst will be responsible for producing and maintaining a broad range of standard and customized client and marketing materials across an assigned suite of fixed income products. The ideal candidate will bring 3-5+ years of experience in investment management or marketing communications, along with a strong understanding of portfolio strategy and market dynamics. This is a 6–12-month contract position paying between $30-$40/hour (depending on experience). This role supports a hybrid work model, consisting of 4 days on-site and 1 day remote/week. Responsibilities: - Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations. - Take full ownership of all standard materials across an assigned product suite, with a willingness to provide additional support during high-volume periods. - Lead the development and delivery of customized product presentations tailored to specific client needs. - Build and maintain a deep understanding of assigned investment approaches, including portfolio positioning, strategy, outlook, and the broader market environment. - Act as an internal subject matter expert to colleagues across the Client Reporting Services team. - Collaborate closely with Investment Products & Strategies and the Client Group to align on approach fundamentals, client reporting needs, and applicable marketing and reporting guidelines. Qualifications: - Strong academic background with 3-5+ years of professional experience in investment management or marketing communications. - Excellent written and verbal communication skills, strong quantitative aptitude, and a sharp eye for detail. - Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants. - Highly proficient in Microsoft Word and Excel, with comfort navigating a variety of internal and external systems and databases. - Self-motivated and resourceful, with the ability to work independently while also contributing as a collaborative team member. - Professional, positive, and collegial approach to working with colleagues and stakeholders at all levels. - MBA or CFA designation, or active progress toward either, is a plus. For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com #LI-JN1 #LI-Hybrid IND123