Financial Reporting Analyst - Equities

Boston, MA | Contract

Post Date: 08/14/2017 Job ID: 79211 Specialty: Accounting & Finance

A popular investment management firm in Boston, MA has an opening on its client services team for a temporary Investment Reporting Analyst, which will help support the firm’ s equity and fixed income products. In this contract role, the Financial Reporting Analyst will be dedicated to helping in a certain asset class or across teams. You will be joining a team within the firm that, as a whole, which is responsible for providing materials and expertise to best help service clients and grow the business. This role is specifically dedicated to fixed income and the responsibilities detailed below.

Responsibilities for the Financial Reporting Analyst

  • Preparing and fact checking client letters, reports and presentation materials
  • Maintaining product-related marketing and client materials such as generic presentations, investment profiles, and fact sheets
  • Collaborating with Product Management to keep product information current as well as help with ad hoc projects
  • Assisting in ongoing team projects
  • Interacting with many other departments within the firm to support the company and win new business in accordance with the guidelines

Requirements for the Financial Reporting Analyst
  • Bachelor's Degree in Finance, Economics, or Accounting
  • Strong Excel skills preferred
  • Ability to work independently and as part of a team
  • Excellent communication and ability to follow-through
  • Must be eligible to work in the U.S. without sponsorship 

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