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 [email protected]
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