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Fixed Income Reporting Analyst- Hybrid in Boston, MA
Our client, a global investment management firm located in Boston, MA, has an immediate opening for a Fixed Income Reporting Analyst.
Responsibilities:
- Partner with Investment Products & Fund Strategies (IPFS) and the Client Group to understand investment approaches, client reporting needs, and marketing and reporting guidelines.
- Build deep expertise in assigned products to deliver high‑quality client reporting, including performance and attribution commentary, customized portfolio positioning and outlooks, and responses to ad hoc product inquiries.
- Serve as a product subject matter expert within Investment Services & Technology.
- Produce and maintain standard product materials and recurring deliverables, such as marketing presentations, institutional fact sheets, and product summaries.
- Review team deliverables for accuracy and data integrity and lead the development of customized client reporting.
Qualifications:
- 1+ year of experience in the financial services industry
- Bachelor’s degree (Finance, Economics, or Marketing preferred)
- Prior experience with Fixed Income products and understanding of capital markets and investments
- MBA, CFA, or progress toward either is preferred
- Python experience strongly preferred
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