Please contact
Renu Goel
857-207-2676
renu.goel@yoh.com

This role is remote

• Knowledge of FactSet, Vermilion, or similar reporting platforms.
• Working with Investment data

Lead Systems Analyst – Client Content & Reporting
Overview
We are seeking a Lead Systems Analyst to support the design and delivery of client portal and client reporting capabilities. This role will focus on defining, sourcing, validating, and organizing investment data required to support reporting and client-facing content.
The successful candidate will serve as the bridge between investment teams, data teams, and external reporting partners to ensure complete, accurate, and timely information is available for reporting solutions.
Responsibilities

• Define business and data requirements for client reporting and client portal initiatives.
• Partner with investment, operations, technology, and reporting teams to identify required data elements.
• Analyze and document data flows across multiple systems and platforms.
• Ensure completeness, accuracy, and consistency of data used in client reporting.
• Coordinate with external reporting providers and implementation partners.
• Support development of reporting solutions by providing business requirements and data specifications.
• Identify data quality issues and work with stakeholders to resolve gaps.
• Create process documentation, requirements, and data mapping artifacts.
• Serve as a trusted advisor to business stakeholders on reporting and data-related initiatives.

Qualifications

• 7+ years of experience in investment management, asset management, financial services, or related industries.
• Strong understanding of investment data, reporting, and client servicing processes.
• SQL, data analysis, and data governance experience.
• Experience working with reference data, security master data, order management systems, and investment operations.
• Ability to translate business requirements into actionable data and reporting specifications.
• Strong analytical, communication, and problem-solving skills.
• Self-starter capable of working independently in a dynamic environment.

Preferred Experience

• Experience supporting client reporting, client portals, or investor communications.
• Knowledge of FactSet, Vermilion, or similar reporting platforms.

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.

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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