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**Contract to Hire**Investment Support Business analyst - portfolio construction, SQL (Hybrid O[...]

Yoh, A Day & Zimmermann Company

Needham (MA)

Hybrid

Full time

12 days ago

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Job summary

A leading company in global staffing is seeking an Investment Support Business Analyst for a Contract to Hire position based in Needham, MA. This hybrid role involves supporting portfolio construction processes and working directly with investment tools. Candidates must possess strong SQL skills, excellent communication abilities, and a solid background in equity, fixed income, and derivative products. Join a network with access to extensive opportunities and appealing benefits including comprehensive health coverage and a 401K plan.

Benefits

Medical, Prescription, Dental & Vision Benefits
Health Savings Account (HSA)
401K Retirement Savings Plan
Certification and training opportunities
Employee Assistance Program (EAP)
Direct Deposit & weekly epayroll
Referral Bonus Programs

Qualifications

  • Experience supporting the front office and portfolio construction is essential.
  • Proficiency in SQL; works directly with users.
  • Familiarity with investment tools and reporting required.

Responsibilities

  • Support Portfolio Managers and Analysts on investment requests.
  • Production support and escalation tasks on a rotation basis every 2 months.
  • Manage and analyze holdings, transactions, benchmarks, and performance.

Skills

SQL
Communication
Interpersonal Skills
Understanding of Equity, Fixed Income, and Derivatives

Tools

Factset
Bloomberg

Job description

**Contract to Hire**Investment Support Business analyst - portfolio construction, SQL (Hybrid Onsite in Boston or Needham, MA)
**Contract to Hire**Investment Support Business analyst - portfolio construction, SQL (Hybrid Onsite in Boston or Needham, MA)

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Sr. Recruiter at Yoh, A Day & Zimmermann Company

Please feel free to send your updated resume directly to rekhuram.chhetri@yoh.com
Rekhu Chhetri, Sr. Recruiter, YOH ( Day & Zimmerman Inc)
LinkedIn Profile:https://www.linkedin.com/in/rekhu-chhetri-126ab97/

HYBRID ONSITE / Contract to Hire Senior Investment BSA - supporting the front office and portfolio construction

  • Hybrid Onsite in Boston or Needham MA is a must
  • Candidates requiring visa sponsorship are welcome to apply!
KEYS TO THE POSITION
  • MUST HAVE experience supporting thefrontofficeand portfolio construction
  • Must have experience supporting investors – prefer to see candidates that have experience working with investment tools, research tools, investment reporting,portfolio construction,Factsetor Bloombergbackground, and the like. Thís person needsto have a strong understandingof holdings, transactions, benchmarks,performance, attribution,etc
  • Must have experience withEquity,Fixed Income and Derivatives. This is the primary area for Level 2 support. They will be working with thePortfolio Managers, Research Analysts, Credit Analysts, andPortfolio Analysts to support them on any of their requests.
  • Must have strong SQL skills
  • Excellent communication and interpersonal skills as this person will be working directly with the users.
  • There is Production support on a rotation basis requirement – once every 2 months and the person is expected to check the tests that are running and escalate or fix if need be. The time commitment varies from 30 minutes to 3hrs when on-call
  • Excellent communication and interpersonal skills as this person will be working directly with the users.

Estimated Min Rate: $60/H

Estimated Max Rate: $80/H


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. 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)
  • MetLife 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 https://www.yoh.com/applicants-with-disabilities 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.

Seniority level
  • Seniority level
    Not Applicable
Employment type
  • Employment type
    Contract
Job function
  • Job function
    Information Technology
  • Industries
    Banking

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