Lead Systems Analyst with Performance and Investment Data - 100% Remote EST Hours

Please send current resumes directly to View email address on click.appcast.io
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG

MUST HAVE Lead Systems Analyst experience with deep expertise in Investment Performance, Performance Measurement, and Investment Data Management

Lead Systems Analyst – Performance & Investment Data Location: Remote (East Coast Preferred)

Duration: Long-Term Contract / Potential Contract-to-Hire

Hours: Must be able to support stakeholders and clients across the U.S. East Coast and London

Position Overview We are seeking an experienced Lead Systems Analyst with deep expertise in Investment Performance, Performance Measurement, and Investment Data Management to join a high-performing technology and business solutions team. This role will serve as a critical liaison between business stakeholders, technology teams, and external partners, helping drive strategic initiatives related to performance data, reporting, and analytics.

The ideal candidate will possess a strong combination of Business Systems Analysis (BSA), Data Analysis, and Solution Design skills, with hands-on experience supporting performance measurement platforms and investment operations. A strong understanding of GIPS (Global Investment Performance Standards) , advanced SQL skills, and the ability to translate business requirements into scalable technology solutions are essential.

This individual must be comfortable engaging with senior stakeholders, leading requirements sessions, performing data analysis, and driving solution recommendations from concept through implementation.

Key Responsibilities Business & Systems Analysis

• 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.

Performance & Investment Data

• 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.

Data Analysis & SQL

• 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.

Leadership & Stakeholder Management

• 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.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Desired Characteristics

• Strong analytical and problem-solving mindset.
• Naturally curious with excellent attention to detail.
• Ability to challenge assumptions and propose innovative solutions.
• Comfortable operating in complex, data-intensive environments.
• Strong consultative approach and customer-focused attitude.
• Self-starter capable of working independently in a remote environment.

Estimated Min Rate : $65.00

Estimated Max Rate : $80.00

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 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.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: