[Remote] Lead Systems Analyst - strong Investment Data, SQL (Performance & GIPS are +) Remote EST Hours
Note: The job is a remote job and is open to candidates in USA. Yoh, A Day & Zimmermann Company is seeking an experienced Lead Systems Analyst with expertise in Investment Performance and Data Management. The role involves collaborating with business stakeholders and technology teams to drive strategic initiatives related to performance data, reporting, and analytics.
Responsibilities
- Partner with business stakeholders, performance teams, operations, compliance, and technology groups to gather, analyze, and document business requirements
- Lead workshops and requirements sessions to identify business needs, process improvements, and system enhancements
- Create detailed functional requirements, user stories, process flows, data mappings, and business specifications
- Act as the primary liaison between business users and technical teams throughout the project lifecycle
- Drive solution discussions and recommend scalable, efficient approaches that align with business objectives
- Support initiatives related to investment performance measurement, attribution, benchmarking, and reporting
- Collaborate with business users to ensure performance calculations and reporting align with GIPS standards and firm methodologies
- Analyze performance data flows across upstream and downstream systems
- Assist in identifying and resolving performance data quality, reconciliation, and reporting issues
- Support integration efforts involving portfolio accounting, performance measurement, and data warehouse platforms
- Perform complex data analysis using SQL to validate requirements, investigate issues, and support decision-making
- Analyze large datasets to identify trends, anomalies, and root causes
- Create data mappings, transformation logic, and validation rules
- Partner with development and QA teams to ensure data integrity across systems
- Support user acceptance testing and production validation activities
- Serve as a trusted advisor to business and technology stakeholders
- Facilitate communication between global teams across the U.S. and London
- Mentor junior analysts and contribute to best practices in requirements gathering and solution design
- Lead multiple initiatives simultaneously while managing competing priorities
Skills
- 8+ years of experience as a Systems Analyst, Business Systems Analyst, or Data Analyst within the investment management or financial services industry
- Strong experience supporting Investment Performance Measurement and Analytics functions
- Solid understanding of GIPS (Global Investment Performance Standards)
- Advanced SQL skills with the ability to write complex queries, joins, aggregations, and data validation scripts
- Experience performing data analysis and data lineage investigations across multiple systems
- Strong requirements gathering, documentation, and stakeholder management experience
- Proven ability to bridge business and technology teams and drive solution-oriented discussions
- Experience working with Agile and/or Waterfall methodologies
- Excellent communication, presentation, and facilitation skills
- Experience with performance measurement platforms such as: FactSet Performance, Eagle Performance, Clearwater, B-One, SimCorp, Charles River, Aladdin, Bloomberg PORT
- Knowledge of performance attribution, composites, benchmarks, and portfolio analytics
- Experience supporting data warehouses, cloud data platforms, or enterprise reporting solutions
- Familiarity with investment accounting and portfolio management processes
- Experience working with global teams and stakeholders across multiple time zones
Benefits
- 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
Company Overview
Company H1B Sponsorship