Systems analyst SQL and Reference data - Boston- w2 no corps

Position: Systems analyst with SQL and Reference data must- Boston- w2 only no corps
Systems analyst with SQL and Reference data must
- Boston- w2 only no corps

Systems analyst with SQL and Reference data must
- Boston- w2 only no corps

3 days ago Be among the first 25 applicants

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Please contact
Renu Goel

Reference Data exp and SQL must. local to Boston preferred

Location:

Boston, MA or remote
Client:
Financial firm
Type:
Contract

W2 only no corps
Client Analyst with investment management experience.
Remote or Boston

• Review and validate BRDs for the Client CRM
• Review data spec that will sit alongside the BRD for Client CRM
• Review the proposed CRM data model to ensure it aligns with broader business requirements
• Review and provide feedback on the CRM data mapping and migration plan
• Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
• Confirm data sources & calculations
• Advise on data ownership and stewardship
• Provide test datasets& a framework for testing the data migration and flows to ensure everything works as intended before going live
• Manage data cleansing & validation processes within MDM, relating to Client CRM data
• Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
• Ongoing:
  Evolve Client and Client Portfolios Masters with new attributes, as required
• Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)

Client Analyst with a focus on Client Lifecycle Management
I believe the CRM is Dynamics on the Sales Side and Smart Sheets on the Client Side. This is focused on the client side.

This person will need to understand what we need to do to collect the client related data from a client management perspective. Client lifecycle Management

Once a client signs the contract and get onboarded, how do we get their portfolios set up, client reporting, what are the reference data and other data that needs to be there.
How do we need to sunset a client?
What needs to go into different systems?
They need to work autonomously and have an opinion

We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.

• Review and validate BRDs for the Client CRM
• Review data spec that will sit alongside the BRD for Client CRM
• Review the proposed CRM data model to ensure it aligns with broader business requirements
• Review and provide feedback on the CRM data mapping and migration plan
• Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
• Confirm data sources & calculations
• Advise on data ownership and stewardship
• Provide test datasets& a framework for testing the data migration and flows to ensure everything works as intended before going live
• Manage data cleansing & validation processes within MDM, relating to Client CRM data
• Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
• Ongoing:
  Evolve Client and Client Portfolios Masters with new attributes, as required
• Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)

Estimated Min Rate: $52.50
Estimated Max Rate: $75.00

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