Investment Data Analyst - Performance - Remote

Yoh Idibu; Boston (MA); Remoto; USD 72.000 - 103.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training opportunity

Descrizione del lavoro

Yoh is seeking a Data Analyst for the Performance Data Solutions Team. The role is fully remote, sitting in EST or CST time zones, with responsibilities spanning data gathering, normalization, and integration into FactSet.

You will work with IT on loaders, develop data reconciliation, and document processes for historical performance data. Key requirements include reconciling large datasets, ensuring data quality, and applying modern data tools and AI techniques to improve efficiency.

Competenze

• Reconciliation and transformation of large data sets in Excel.
• Data quality and risk mitigation mindset.
• Problem-solving and attention to detail.
• Big-picture thinking to solve business problems with curated data.
• Experience with modern data tools and techniques, including AI.
• Demonstrated ability to break down complex problems and communicate effectively.

Mansioni

• Gather and normalize large amounts of performance history data from legacy systems.
• Partner with IT on building and testing data loader for FactSet delivery.
• Develop reconciliation processes for source to target data sets to ensure accuracy and completeness.
• Document all processes and business decisions for historical performance data.
• Partner with business to document data requirements for the new strategic performance toolkit centered around FactSet.
• Organize requirements with input from Data Architecture, Ref Data, and Market Data teams.
• Deliver new data attributes in partnership with the Ref Data team and Data Owners.
• Capture data interface purposes and map source to target between systems.

Conoscenze

Reconciliation

Data quality

Problem solving

Attention to detail

Big picture thinking

Data tools / AI

Communication

Investment performance data

Strumenti

Excel

FactSet

Descrizione del lavoro

This role is fully remote - Needs to sit in EST or CST time zones.

Data Analyst on the Performance Data Solutions Team

• • Performance history
    • Gathering and normalizing large amount of performance history data from legacy systems
    • Partnering with IT on the building and testing of data loader for delivery into FactSet
    • Developing reconciliation processes for source to target data set to ensure accuracy and completeness
    • Documenting all processes and business decision made with respect to historical performance data
  • Performance Data Requirements Delivery
    • Partner with the business team to understand and document data requirements for the new strategic performance toolkit centered around FactSet
    • Organize requirements into clear delivery paths with input from Data Architecture, Ref Data, and Market Data teams
    • Identify and document data in progress, already delivered, in the backlog or new and provide status updates to leadership
    • Work with Data owners and stewards to plan for seed data activities and Op Model definitions for any new data or workflows
    • Deliver new data attributes in partnership with the Ref Data team, and the Data Owners
  • Interface Documentation
    • Capture performance dependent interface purpose and support model
    • Document source to target mapping between systems
    • Partner with Technology, Business and 3rd Party partners
    • Facilitate Operating Model agreement ahead of delivery dates
    • Deliver all data definitions to the firm’s Business Glossary

Skills & experience

• • Reconciliation and transformation of large data sets in excel
  • Data Quality and risk mitigation mindset
  • Problem-solving and attention to detail
  • Big picture thinking in solving business problems through well defined and curated data
  • Experience using modern data tools and techniques, including AI, to improve efficiency
  • Demonstrated ability to break down complex problems and communicate effectively
  • Knowledge of investment performance data ecosystem

Estimated Min Rate: $52.50

Estimated Max Rate: $75.00

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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