Client Reporting Analyst (Fixed Income) – Investment Management- Boston, MA
We are seeking candidates for a Client Reporting Analyst (Fixed Income) position with a top tier investment management firm located in Boston, MA 02210. This position will be part of the Investment Reporting Team and will be expected to develop expertise in the approaches they cover and understand the portfolio's outlook, process, positioning, strategy, and current market environment. The ideal candidate will have 2+ years of experience within investment management and client reporting with strong knowledge of fixed income concepts.
This is a 5+ month contract that will pay $30-$40/hr (depending on experience) within a 40-hour work week. This position is required to be onsite 3 days/week.
Responsibilities:
- Partner with Investment Products & Strategies (IPFS) and the Client Group to understand the fundamentals of the approaches
- Develop an expertise approach to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
- Serve as an internal subject matter expert to the other roles within Investment Services & Technology
- Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries
- Peer review client deliverables completed by the team to ensure accuracy, data reasonability, etc.
- Take the lead on production of customized client reporting
Qualifications:
- BS in Finance or Economics is required
- MBA or CFA, or progress toward qualifications is a plus
- 2-7 years of professional experience in either investment management or marketing communications
- Strong knowledge and understanding of Fixed Income concepts
- Strong work ethic, self-starter, and team player
- Ability to work on multiple assignments at once to meet and exceed deadlines
- Excellent communication and attention to detail skills
If you are interested in learning more about this position, please e-mail your resume to Olivia at [email protected].
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