This position is no longer open for applications

Investment Reporting Specialist- Boston, MA

We are assisting our client a prestigious company within Wealth Management with their search for an Investment Reporting Analyst. Please note this is an open ended temporary role for 6+ months. Many times the contractors in this department are hired on for permanent needs so this can be an excellent way to get your foot in the door. 

Primarily supporting the equities with the following items:

- Preparing materials for marketing purposes

- Maintain investment presentations/profiles for potential clients

- Work with multiple departments to assist with the intention of generating new business

- Assist with ongoing team projects as needed as well

Qualified candidates will have a degree in Business as well as internship or working experience in an investment firm. Experience assisting with client materials or marketing materials is also a plus.