Business analyst with investment portal experience and Figma or wireframe- Remote- Factset exp a plus

Yoh, A Day & Zimmermann Company is seeking an experienced Business Analyst with strong investment experience to join a high-profile project delivering a vendor-provided digital client portal. This role requires deep investment expertise and hands-on experience leading requirements discovery and staying embedded through configuration, integrations, testing, and go-live.

Responsibilities:

• Lead end-to-end requirements gathering and documentation for a FactSet-driven client portal implementation
• Partner with investment stakeholders to translate business and reporting needs into functional and data requirements
• Work closely with FactSet and internal technical teams on configuration and integrations
• Support SIT, UAT, defect management, and go-live readiness
• Ensure strong requirements traceability and alignment across business and technology teams

Requirements:

• 5–10+ years of Business Analyst experience within investment management, asset management, wealth, or institutional consulting
• Hands-on FactSet experience (required)
• Strong understanding of investment products, performance reporting, benchmarks, and investment data
• Experience supporting vendor platform implementations and system integrations
• Proven ability to operate effectively within cross-functional delivery teams
• Experience with Figma / Wireframe
• Ability to interact with UX/UI designers
• Ability to meet with business users
• Investment knowledge
• Ability to diagram with Visio or other tools
• Factset experience is a plus