Investment - Data​/Business Systems Analyst - Asset management and Investment Workflow- CFA​/CAIA- Remote

Investment
- Data/Business Systems Analyst
- Asset management and Investment Workflow- CFA / CAIA
- Remote (BH-400414-2)

Location Boston, United States Sector Banking

Client is looking for SME - for this role.

Heavy investment data backgroudis must

Financial services must

Asset management must

Knowledge in Alladin/Sentinel/Bloomberg/facesets or any financial services systems is a must.

Must be sitting in EST time zone - This is remote

Investment Data Analyst

• Business Requirements Analysis and Solutioning
  • Review and translate business requirements into clear and actionable data requirements to enable business outcomes.
  • Learn the future state data design and help ensure adherence to the vision through participation in detailed design and solutions engagement with program participants and business subject matter experts.
  • Evaluate data requirements across various investment functions and data domains (compliance, benchmarks, risk & analytics, etc) and action their delivery through the defined workflows in partnership with Market Data, Reference Data, Technology and Enterprise Architecture teams.
  • Connect the dots across work streams and identify gaps and opportunities for improved business process and controls.
• Interface documentation and delivery
  • Document the relevant interface specifications and operating model agreements, highlighting any emerging new data requirements along the way
  • Develop and drive project plans for interface delivery and report progress and risks/blockers to leadership

What you need to have:

• 5+ years of experience in the Asset Management industry, with exposure to investment workflow and data needs.
• Strong communication skills to convey data concepts and business outcomes effectively.
• Experience with complex business requirements analysis and data requirements extraction.
• Ability to work under pressure while maintaining a results-oriented focus.
• Knowledge across the securities spectrum (asset classes, vehicle types, derivatives).
• Exposure to vendors and technology implementations related to investment and data workflows.

What makes you stand out:

• Proven track record of collaborating with business partners to develop innovative solutions and design ideas that address evolving business needs in investments.
• Ability to synthesize diverse perspectives from business teams to achieve consensus and develop standardized solutions that meet stakeholder needs.
• Strength in breaking down complex problems into component parts for analysis and solutioning.
• Certifications such as CFA and CAIA.
• Experience using modern data and technology tools including but not limited to AI.

Estimated Min Rate
: $52.50

Estimated Max Rate
: $75.00

What’s In It for You?

Benefits include:

• 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

Note:

Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

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,…