Data Analyst (strong investment management background & FA Data packs) - Hybrid

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Suman Dabbeta | Sr. Recruiter | Yoh

 

Data Analyst- US Wealth

LOCATION: BOSTON/NYC/CHICAGO - onsite 3-4 days per week 

MUST HAVE 

• 5+ years of experience in Global and or U.S. wealth distribution enablement, platform onboarding, or product operations within an asset manager, fund administrator, or major distributor.
• Experience with FA Data packs, market data providers like but not limited to Broadridge or SS&C highly desirable.
• Strong understanding of Global and or U.S. wealth channels, including wirehouses, independent brokerdealers, and RIA platforms. Experience with alternative investment products (’40 Act alternatives, interval funds, private markets wrappers, tender offer funds, etc.) a plus.
• Familiarity with investment data, fund administration processes, and operational requirements for bringing new products to the wealth channel. Ability to translate operational insights and data into commercial recommendations.
• Excellent communication skills and the ability to work cross functionally with senior stakeholders.
• Strong analytical, organizational, and project management capabilities.

We are seeking a motivated, commercially minded professional to join our Wealth Distribution Enablement Team. In this role, the candidate will support the operational lifecycle of onboarding new distribution partners and investment products across key channels, including wirehouses, independent brokerdealers, RIAs, and platform providers. A major focus of this position is using data to inform decisions — helping leaders and sales professionals understand channel dynamics, prioritize opportunities, and ensure our products are launched and positioned effectively across the U.S. wealth ecosystem. The candidate will be expected to bring a strategic, data?driven approach — analyzing trends, extracting insights, and helping translate insights into commercial actions that expand product reach and support business growth.


RESPONSIBILITIES 

• Define and lead the end?to?end strategy for onboarding new distributors and products at scale, including wirehouses, broker?dealers, and other wealth distribution platforms. 
• Source and onboard strategic third?party data providers, including FA data packs. Partner with vendors such as Broadridge, SS&C, and other specialized providers to deliver insights that inform commercial opportunities.
• Provide insights on distributor and product KPI’s, platform requirements, and operational feasibility to support strategic decision?making.
• Coordinate operational setup across selling agreements, data connectivity, platform requirements, and compliance documentation.
• Serve as an enablement liaison between internal teams (Sales, Product, Finance, Compliance, Technology) and external distribution partners.
• Partner with fund administrators, product teams, and transfer agents to ensure new funds are operationally ready for distribution.
• Lead ongoing enhancements to support product changes, new share classes, and platform updates. Analyze distributor platform dynamics, product gaps, and competitive positioning to help inform opportunity sets for sales leadership and sales teams.
• Manage investment data flows required for distributor platforms, flows, holdings, characteristics, and regulatory data.
• Ensure accuracy and timeliness of data delivery in partnership with data management and fund administration teams.
• Maintain strong governance around distributor operations, including documentation, controls, and risk management.

Estimated Min Rate : $60.00

Estimated Max Rate : $70.00

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.

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