Equities Product Reporting Analyst - Daley and Associates
Boston, MA
About the Job
Equities Reporting Analyst- Investment Management- Boston, MA
We are seeking candidate for an Equities Reporting Analyst with a highly successful investment management firm located in Boston, MA. This position will support the Procut Reporting Team and will primary focused on Equity products. The team is responsible for maintaining 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 3+ years of experience with equities within investment management or marketing communication.
This is a 6+ month contract that will pay $30-39/hr (depending on experience) within a 40-hour workweek. The position is required to be onsite 3 days/wk in the Boston office.
Responsibilities:
If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.
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We are seeking candidate for an Equities Reporting Analyst with a highly successful investment management firm located in Boston, MA. This position will support the Procut Reporting Team and will primary focused on Equity products. The team is responsible for maintaining 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 3+ years of experience with equities within investment management or marketing communication.
This is a 6+ month contract that will pay $30-39/hr (depending on experience) within a 40-hour workweek. The position is required to be onsite 3 days/wk in the Boston office.
Responsibilities:
- Partner with Investment Products & Fund Strategies (IPFS) and the Global Relationship Group (GRG) to understand the fundamentals of the firms’ approaches, the general reporting needs of their clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
- Develop an expertise in an assigned suite of approaches 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 Client Investment Services
- Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries
- Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc.
- Take the lead on production of customized client reporting
- Bachelor’s degree in Finance or Economics required
- 3+ years of professional experience in either investment management or marketing communications
- Equities experience and knowledge required
- Pursing MBA or CFA/CMA/CAIA preferred, but not required
- Demonstrate a high level of capital markets/investment/product knowledge
- Excellent quantitative and communication skills, as well as strong attention to detail
- Independent self-starter, team player, and multi-tasker
- Proficiency with Microsoft Word and Excel and extensive use of internal and external systems and databases
- A positive, collegial attitude and a high level of professionalism are essential
If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.
#LI-OC1
#LI-HYBRID
Source : Daley and Associates