Investment Data Analyst (SME)- Reference data/Market data (FactSet)- - Remote

Yoh is recruiting for an undisclosed client seeking an Investment Data Analyst for its Performance Data Solutions Team. The role supports historical performance data migration and reconciliation, delivery of requirements for a FactSet-centered performance toolkit, and documentation of data interfaces and definitions.

Responsibilities:

• Gathering and normalizing large amount of performance history data from legacy systems
• Partnering with IT on the building and testing of data loader for delivery into FactSet
• Developing reconciliation processes for source to target data set to ensure accuracy and completeness
• Documenting all processes and business decision made with respect to historical performance data
• Partner with the business team to understand and document data requirements for the new strategic performance toolkit centered around FactSet
• Organize requirements into clear delivery paths with input from Data Architecture, Ref Data, and Market Data teams
• Identify and document data in progress, already delivered, in the backlog or new and provide status updates to leadership
• Work with Data owners and stewards to plan for seed data activities and Op Model definitions for any new data or workflows
• Deliver new data attributes in partnership with the Ref Data team, and the Data Owners
• Capture performance dependent interface purpose and support model
• Document source to target mapping between systems
• Partner with Technology, Business and 3rd Party partners
• Facilitate Operating Model agreement ahead of delivery dates
• Deliver all data definitions to the firm’s Business Glossary

Requirements:

• Reconciliation and transformation of large data sets in excel
• Data Quality and risk mitigation mindset
• Problem-solving and attention to detail
• Big picture thinking in solving business problems through well defined and curated data
• Experience using modern data tools and techniques, including AI, to improve efficiency
• Demonstrated ability to break down complex problems and communicate effectively
• Knowledge of investment performance data ecosystem