Daley And Associates, LLC

About the Company

Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals. We are a customer driven company and tailor every search and placement to the unique needs of every client. Daley and Associates works with some of the most prominent businesses in the greater Boston area ranging from promising start-ups to Fortune 100 companies.

Listed Jobs

Company Name

Daley And Associates, LLC

Job Title

Investment Trade Operations Analyst

Job Description

**Job Title:** Investment Trade Operations Analyst **Role Summary:** Provide back‑office support for daily mutual fund investment and trading activities, ensuring accurate trade processing, cash management, and portfolio reconciliation while adhering to strict deadlines. **Expectations:** - Temporary assignment (≈6 months) with potential for permanent placement. - Full‑time (40 hrs/week) schedule. - Deliver accurate trade and cash reconciliations within established timeframes. **Key Responsibilities:** - Research and resolve trade discrepancies with brokers and custodian banks. - Initiate, amend, and settle trades, including foreign exchange transactions. - Prepare and execute wire transfers for fund investments. - Process and reconcile cash transactions and daily/monthly asset positions. - Perform daily and monthly asset‑cash reconciliations and client reporting. - Analyze portfolio asset reports and monitor cash flows, expenses, collateral, and income receivables. - Use Bloomberg to investigate portfolio variances and incorrect holdings. - Document and report variances and holdings errors. **Required Skills:** - Strong analytical and problem‑solving abilities. - Proficiency in MS Office, especially Excel (advanced spreadsheet functions). - Ability to work collaboratively and meet tight deadlines. - Effective communication with internal teams, brokers, and custodians. **Required Education & Certifications:** - Bachelor’s degree (preferably Finance or related field). - Internship or up to 1 year relevant experience in financial services or asset management.

Jersey city, United states

On site

Fresher

12-09-2025

Company Name

Daley And Associates, LLC

Job Title

Sr. Business Data Analyst

Job Description

**Job Title:** Sr. Business Data Analyst **Role Summary:** Lead operational client‑reporting initiatives by gathering business requirements, defining system scope, and collaborating with technology teams to deliver data‑driven solutions in a buy‑side/asset‑management environment. **Expectations:** - Independently manage end‑to‑end reporting projects and ensure timely delivery. - Act as the primary liaison between business stakeholders and technology teams. - Translate business needs into technical specifications and viable technology solutions. - Communicate findings and recommendations clearly to both technical and non‑technical audiences. **Key Responsibilities:** - Analyze business processes to capture detailed requirements. - Define system scope, objectives, and functional specifications. - Coordinate with agile development teams to design, build, and test reporting solutions. - Perform data extraction, manipulation, and analysis using SQL and reporting platforms. - Validate implemented solutions against business expectations and industry standards. - Prepare and deliver presentations and documentation for stakeholders. **Required Skills:** - 7+ years of experience in financial services, preferably buy‑side/asset management. - Intermediate to advanced SQL proficiency and experience with relational databases. - Familiarity with multiple reporting tools and data visualization platforms. - Strong analytical and problem‑solving abilities with a focus on business impact. - Excellent written and verbal communication, including presentation skills. - Ability to work autonomously, prioritize tasks, and drive projects to completion. **Required Education & Certifications:** - Bachelor’s degree or higher in Business, Finance, Computer Science, Information Systems, or a related field, or equivalent professional experience. - Relevant certifications (e.g., CBIP, CFA, or data‑analytics certifications) are a plus but not mandatory.

Boston, United states

Hybrid

Senior

12-09-2025

Company Name

Daley And Associates, LLC

Job Title

Quality Technician

Job Description

Clinton, United states

On site

25-09-2025

Company Name

Daley And Associates, LLC

Job Title

Digital Publishing Specialist

Job Description

**Job title:** Digital Publishing Specialist **Role Summary:** Responsible for managing, publishing, and maintaining digital assets and web content, ensuring consistent quality across internal and external channels. Works in a hybrid model to support content distribution, website updates, and global marketing initiatives within the investment services domain. **Expectations:** Deliver accurate, timely publishing of PDF and web content; maintain high standards of quality control; collaborate with cross‑functional teams to troubleshoot and resolve content and platform issues. **Key Responsibilities:** - Distribute PDF and other digital content across designated internal and external platforms. - Conduct data checks and enforce quality controls for all publishing activities. - Update, edit, and maintain website and digital content following best‑practice guidelines. - Troubleshoot content and platform issues, providing prompt resolution to ensure seamless operations. - Assist with content updates and troubleshooting on the website, contributing to overall site health. - Support global marketing and distribution efforts, coordinating with marketing teams as needed. - Provide additional support tasks and ad‑hoc assistance to maintain project momentum. **Required Skills:** - 3–5+ years of digital publishing, content management, or digital asset management experience. - Strong knowledge of content management systems (CMS) and project workflow tools. - Proficiency in HTML and familiarity with Adobe Experience Manager (AEM) and Workfront preferred. - Ability to work independently and collaboratively in a fast‑paced environment. - Client‑focused mindset, excellent problem‑solving and judgment. - Superior written and verbal communication, with strong interpersonal skills. - Attention to detail and the capacity to manage multiple high‑priority projects simultaneously. **Required Education & Certifications:** - Bachelor’s degree in a related field. - Experience in financial services preferred (e.g., investment management).

Boston, United states

Hybrid

Junior

03-11-2025