Factset Business analyst with investment experience and Figma or wireframe- Remote- Factset ex[...]

Yoh, A Day & Zimmermann Company; Boston (MA); On-site; USD 72,324 - 103,320; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision Benefits

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Referral Bonus Programs

Job summary

A leading consulting firm based in Boston seeks a Business Analyst with strong FactSet experience to work on a digital client portal project. This role involves gathering requirements, collaborating with stakeholders, and supporting system implementations. Candidates should have 5-10 years of experience in investment management and a deep understanding of investment data. Comprehensive benefits are provided for employees working 20+ hours per week.

Qualifications

• 5–10+ years of experience as a Business Analyst in investment-related fields.
• Strong hands-on experience with FactSet.
• Understanding of investment products and performance reporting.

Responsibilities

• Lead end-to-end requirements gathering for a client portal.
• Translate business needs into functional and data requirements.
• Support system integrations and go-live readiness.

Skills

FactSet experience

Investment management knowledge

Cross-functional collaboration

Job description

Please contact
Renu Goel
857-207-2676
[e-mail]

Factset experience is a must. Please do not submit resumes without Factset. Figma / Wireframe experience.

Business Analyst – FactSet Digital Client Portal (Investments) Seeking an experienced Business Analyst with strong FactSet experience to join a high-profile project delivering a vendor-provided digital client portal. This role requires deep investment and investment data expertise, along with hands‑on experience leading requirements discovery and staying embedded through configuration, integrations, testing, and go‑live.

Key Responsibilities:

• Lead end-to-end requirements gathering and documentation for a FactSet-driven client portal implementation
• Partner with investment stakeholders to translate business and reporting needs into functional and data requirements
• Work closely with FactSet and internal technical teams on configuration and integrations
• Support SIT, UAT, defect management, and go‑live readiness
• Ensure strong requirements traceability and alignment across business and technology teams

Required Experience:

• 5–10+ years of Business Analyst experience within investment management, asset management, wealth, or institutional consulting
• Hands‑on FactSet experience (required)
• Strong understanding of investment products, performance reporting, benchmarks, and investment data
• Experience supporting vendor platform implementations and system integrations
• Proven ability to operate effectively within cross‑functional delivery teams

This is an opportunity to play a key role in delivering a strategic client‑facing investment platform within a leading global organization.

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)
• 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.

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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