Lead Investment Systems Analyst - Client Reporting and Content - Remote

Lead Systems Analyst – Client Content & Reporting

Remote position.

We are seeking a Lead Systems Analyst to support the design and delivery of client portal and client reporting capabilities. This role focuses on defining, sourcing, validating, and organizing investment data required to support reporting and client‑facing content. The successful candidate will serve as the bridge between investment teams, data teams, and external reporting partners to ensure complete, accurate, and timely information is available for reporting solutions.

• Define business and data requirements for client reporting and client portal initiatives.
• Partner with investment, operations, technology, and reporting teams to identify required data elements.
• Analyze and document data flows across multiple systems and platforms.
• Ensure completeness, accuracy, and consistency of data used in client reporting.
• Coordinate with external reporting providers and implementation partners.
• Support development of reporting solutions by providing business requirements and data specifications.
• Identify data quality issues and work with stakeholders to resolve gaps.
• Create process documentation, requirements, and data mapping artifacts.
• Serve as a trusted advisor to business stakeholders on reporting and data‑related initiatives.

• 7+ years of experience in investment management, asset management, financial services, or related industries.
• Strong understanding of investment data, reporting, and client servicing processes.
• SQL, data analysis, and data governance experience.
• Experience working with reference data, security master data, order management systems, and investment operations.
• Ability to translate business requirements into actionable data and reporting specifications.
• Strong analytical, communication, and problem‑solving skills.
• Self‑starter capable of working independently in a dynamic environment.

• Experience supporting client reporting, client portals, or investor communications.
• Knowledge of Fact Set, Vermilion, or similar reporting platforms.

$52.50

$75.00

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit  to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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