2 дня назад
Product Reporting Analyst (Fixed Income)
80 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Product Reporting Analyst (Fixed Income): Producing accurate standard and customized client reporting materials for fixed income investment products with an accent on performance commentary, portfolio positioning, product data, and client guidelines. Focus on developing product expertise, leading customized reporting, peer-reviewing deliverables, and meeting strict deadlines across multiple assignments.
Location: Boston, MA, United States; hybrid schedule with office attendance 4 days per week and remote work 1 day per week.
Base salary: USD 80,000–150,000 per year, plus potential bonus, incentives, and benefits.
Company
provides investment management solutions and proprietary research for institutional clients across global capital markets.
What you will do
- Partner with Product Management and the Client Group to understand investment approaches, client reporting needs, and applicable reporting guidelines.
- Develop expertise in an assigned suite of fixed income products and produce product-level client content.
- Write performance attribution and commentary, tailor portfolio positioning and outlook text, and answer product-related questions.
- Produce recurring product materials, including marketing presentations, institutional fact sheets, and product summaries.
- Peer-review client deliverables for accuracy and data reasonability.
- Lead the production of customized client reporting and serve as an internal subject matter expert for Client Operations.
Requirements
- Strong academic credentials and 3+ years of professional experience in investment management or marketing communications.
- Strong capital markets, investment, and product knowledge, particularly in fixed income.
- Excellent quantitative and communication skills with strong attention to detail.
- Ability to work independently and collaboratively across multiple assignments and strict, competing deadlines.
- Proficiency with internal and external systems and databases, Microsoft Word, and Microsoft Excel.
- Professionalism, a positive attitude, and the ability to work effectively as a team player.
Nice to have
- MBA, CFA, CMA, or CAIA qualification, or progress toward one of these qualifications.
Culture & Benefits
- Collaborative culture that encourages independent thought and constructive debate.
- Flexible hybrid work arrangement with four office days and one remote day per week.
- Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
- Life and disability insurance, employee assistance, adoption assistance, backup childcare, and commuter benefits.
- Tuition and CFA reimbursement, paid holidays, sick leave, vacation time, and other paid time off.
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