[Remote] Lead Systems Analyst - strong Investment Data, SQL (Performance & GIPS are +) Remote EST Hours
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 with expertise in Investment Performance and Data Management. The role involves collaborating with business stakeholders and technology teams to drive strategic initiatives related to performance data, reporting, and analytics.ResponsibilitiesPartner with business stakeholders, performance teams, operations, compliance, and technology groups to gather, analyze, and document business requirementsLead workshops and requirements sessions to identify business needs, process improvements, and system enhancementsCreate detailed functional requirements, user stories, process flows, data mappings, and business specificationsAct as the primary liaison between business users and technical teams throughout the project lifecycleDrive solution discussions and recommend scalable, efficient approaches that align with business objectivesSupport initiatives related to investment performance measurement, attribution, benchmarking, and reportingCollaborate with business users to ensure performance calculations and reporting align with GIPS standards and firm methodologiesAnalyze performance data flows across upstream and downstream systemsAssist in identifying and resolving performance data quality, reconciliation, and reporting issuesSupport integration efforts involving portfolio accounting, performance measurement, and data warehouse platformsPerform complex data analysis using SQL to validate requirements, investigate issues, and support decision-makingAnalyze large datasets to identify trends, anomalies, and root causesCreate data mappings, transformation logic, and validation rulesPartner with development and QA teams to ensure data integrity across systemsSupport user acceptance testing and production validation activitiesServe as a trusted advisor to business and technology stakeholdersFacilitate communication between global teams across the U.S. and LondonMentor junior analysts and contribute to best practices in requirements gathering and solution designLead multiple initiatives simultaneously while managing competing prioritiesSkills8+ years of experience as a Systems Analyst, Business Systems Analyst, or Data Analyst within the investment management or financial services industryStrong experience supporting Investment Performance Measurement and Analytics functionsSolid understanding of GIPS (Global Investment Performance Standards)Advanced SQL skills with the ability to write complex queries, joins, aggregations, and data validation scriptsExperience performing data analysis and data lineage investigations across multiple systemsStrong requirements gathering, documentation, and stakeholder management experienceProven ability to bridge business and technology teams and drive solution-oriented discussionsExperience working with Agile and/or Waterfall methodologiesExcellent communication, presentation, and facilitation skillsExperience with performance measurement platforms such as: FactSet Performance, Eagle Performance, Clearwater, B-One, SimCorp, Charles River, Aladdin, Bloomberg PORTKnowledge of performance attribution, composites, benchmarks, and portfolio analyticsExperience supporting data warehouses, cloud data platforms, or enterprise reporting solutionsFamiliarity with investment accounting and portfolio management processesExperience working with global teams and stakeholders across multiple time zonesBenefitsMedical, 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 BenefitsEmployee Assistance Program (EAP)401K Retirement Savings PlanDirect Deposit & weekly epayrollReferral Bonus ProgramsCertification and training opportunitiesCompany OverviewWhen progress demands experience, thatβs where we come in. It was founded in 1940, and is headquartered in Kings Mountain, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is http://www.yoh.com.Company H1B SponsorshipYoh, A Day & Zimmermann Company has a track record of offering H1B sponsorships, with 10 in 2026, 57 in 2025, 28 in 2024, 27 in 2023, 25 in 2022, 28 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.