Equity Product Reporting Analyst

Top Investment firm in Boston is looking to hire a Equity Product Reporting Analyst due to growth of the business. This is a prestigious Investment Firm who's reputation is incredible. They have a Hybrid work life balance as well. This is a 6 month contract role and is in offices 3 days per week. 

RESPONSIBILITIES:

•            Partner with Investment Products & Fund Strategies and our Global Relationship Group to understand the fundamentals of our approaches, the general reporting needs of our 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 CIS

•            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

QUALIFICATIONS:

•            Strong academic credentials and 3+ years of professional experience in either investment management or marketing communications

•            Candidates should demonstrate a high level of capital markets/investment/product knowledge

•            Excellent quantitative and communication skills, as well as strong attention to detail

•            The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients

•            The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel

•            A positive, collegial attitude and a high level of professionalism are essential

•            An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus

Compensation: $40+ per hour

*MONKNFT*

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