[Remote] Lead Systems Analysts with GIPS and Performance and Investment data - Remote
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 specializing in Performance and Investment Data to join their technology and business solutions team. The role involves acting as a liaison between business stakeholders and technology teams, focusing on 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