Front Office Lead Systems Analyst **Front Office & OMS Experience is a MUST** / HYBRID ONSITE BOSTON

Yoh, A Day & Zimmermann Company; Boston (MA); On-site; USD 96,000 - 117,000; Full time

Benefits offered by this job

Medical benefits

HSA

Life insurance

Disability insurance

EAP

401K Retirement Savings Plan

Direct Deposit

Referral programs

Training opportunities

Job summary

Yoh, a Day & Zimmermann company, is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team in Boston. This role shapes portfolio analytics to support investment decision-making and partner workflows with PMs, researchers, product managers, and engineers.

You will lead end-to-end analysis for complex initiatives, drive Agile practices, and translate investor needs into scalable technology solutions across data, analytics, and UX. Visa sponsorship available.

Qualifications

• Bachelor's degree in Computer Science, Engineering, Business, Finance, or related field.
• 5+ years as a Systems Analyst, Business Analyst, or similar role in complex tech environments.
• Strong understanding of asset management and portfolio analytics concepts (risk, attribution, construction).
• Excellent communication and facilitation skills with portfolio managers and analysts.
• Experience leading cross-functional analysis and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.

Responsibilities

• Partner with portfolio managers and analysts to understand analytics, risk, and decision workflows.
• Lead analysis for portfolio initiatives and translate needs into functional requirements and user stories.
• End-to-end analysis for complex initiatives across data, analytics, and UX.
• Collaborate with engineers, architects, and product teams on solution approaches and impacts.
• Facilitate stakeholder alignment and drive sprint planning, reviews, and retrospectives.
• Support delivery from concept through release and readiness testing.

Skills

Portfolio analytics

Agile experience

Stakeholder communication

Requirements gathering

Education

Bachelor's degree in CS/Engineering/Business/Finance

Tools

SQL

Data analysis tools

Job description

Location: This is a RTH working onsite in Boston 4 days a week.

Open to W2 and CTC contractors - Visa Sponsorship available!

Seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. This role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high-quality technology solutions that support the firm’s global investment platform.

RESPONSIBILITIES

• Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.
• Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.
• Lead end‑to‑end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.
• Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
• Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.
• Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on direct investor feedback.
• Drive high?quality Agile practices, including well?formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

Required QUALIFICATIONS

• Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field.
• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.
• Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures.
• Exceptional communication and facilitation skills, with the ability to engage directly with portfolio managers and research analysts to understand complex investment workflows and analytical needs.
• Strong analytical and problem‑solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
• Demonstrated experience leading analysis efforts across cross‑functional teams and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.

Preferred Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.
• Working familiarity with SQL or data analysis tools.
• Practical experience applying AI techniques (e.g., Copilot/ChatGPT) to translate business needs into requirements— e.g. prompt design, workflow automation, and validating outputs.

Estimated Min Rate: $70.00

Estimated Max Rate: $85.00

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.

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