Investment Data Analyst hands on Data, Data, Market Data - Remote EST

Location Boston, United States Sector Financial Services

CONTRACT Lead Investment Data Analyst with hands on Performance Data, , Market Data - Remote EST Contract

LOCATION - 100% Fully Remote - must sit in EST hours.

Data Analyst to support investment data and performance-related initiatives. This person will translate business requirements into data requirements and help define new reference-data attributes for portfolios, instruments, and other investment objects supporting performance workflows. The analyst will work across the investment-performance data ecosystem, including portfolio setup, accounting data, performance generation, analytics, and reporting. The role will also support the collection, normalization, validation, and migration of historical performance data from legacy systems into Fact Set.

The ideal candidate will be highly proficient in Excel and comfortable working with large datasets, spreadsheets, and manually sourced information while maintaining strong attention to detail and data accuracy. Responsibilities will include comparing pre- and post-loaded data, identifying discrepancies, supporting testing, documenting results, and partnering closely with technology and business teams to resolve issues. Experience with investment management, performance data, reference data, Fact Set, or historical return data is preferred, but strong data-analysis and financial-services experience may be equally valuable.

The successful candidate will be organized, detail-oriented, proactive, and able to work independently in a fast-moving project environment.

• Reconciliation and transformation of large data sets in excel
• Data Quality and risk mitigation mindset
• Problem-solving and attention to detail
• Big picture thinking in solving business problems through well defined and curated data
• Experience using modern data tools and techniques, including AI, to improve efficiency
• Demonstrated ability to break down complex problems and communicate effectively
• Knowledge of investment performance data ecosystem

• Gathering and normalizing large amount of performance history data from legacy systems
• Partnering with IT on the building and testing of data loader for delivery into Fact Set
• Developing reconciliation processes for source to target data set to ensure accuracy and completeness
• Documenting all processes and business decision made with respect to historical performance data

• Partner with the business team to understand and document data requirements for the new strategic performance toolkit centered around Fact Set
• Organize requirements into clear delivery paths with input from Data Architecture, , and Market Data teams
• Identify and document data in progress, already delivered, in the backlog or new and provide status updates to leadership
• Work with Data owners and stewards to plan for seed data activities and Op Model definitions for any new data or workflows
• Deliver new data attributes in partnership with the  team, and the Data Owners

• Capture performance dependent interface purpose and support model
• Document source to target mapping between systems
• Partner with Technology, Business and 3rd Party partners
• Facilitate Operating Model agreement ahead of delivery dates
• Deliver all data definitions to the firm’s Business Glossary

Estimated Min Rate: $65.00

Estimated Max Rate: $80.00

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