Investment Data Analyst - Performance & Ref Data (Remote)

Yoh, A Day & Zimmermann Company; Boston (MA); Remote; USD 90,000 - 110,000; Part time

Benefits offered by this job

Medical benefits

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Certification and training

Job summary

Yoh, a Day & Zimmermann company, is seeking an Investment Data Analyst to support investment data and performance initiatives. The role translates business requirements into data specifications for portfolios, instruments, and reference data, and will work across the data ecosystem including FactSet integration and performance workflows.

The ideal candidate is highly proficient in Excel and comfortable handling large datasets, with strong attention to data accuracy and documentation.

Qualifications

• Translate business requirements into data specifications.
• Experience with investment performance data and reference data is preferred.
• Attention to detail with large datasets and reconciling data quality.

Responsibilities

• Support data requirements for portfolios, instruments and reference data.
• Collaborate with IT and business teams to ensure data accuracy.
• Document data processes, mappings and validation results.
• Assist migration of historical performance data from legacy systems.
• Develop reconciliation processes for source-to-target data.

Skills

Excel

Data analysis

Investment data

Reference data

Market data

FactSet

SQL

Data quality

Tools

FactSet

Data loader

Job description

Yoh, a Day & Zimmermann company, is seeking an Investment Data Analyst to support investment data and performance initiatives. The role translates business requirements into data specifications for portfolios, instruments, and reference data, and will work across the data ecosystem including FactSet integration and performance workflows.

The ideal candidate is highly proficient in Excel and comfortable handling large datasets, with strong attention to data accuracy and documentation.