Overview
Remote
On Site
Competitive
Full Time
Skills
GIPS
SQL
Job Details
Please contact
Renu Goel
Please do not sned resumes without -GIPS (Global Investment Performance Standards)
This is a long term contract role working EST hours
This can be remote
We are seeking an experienced and detail-oriented Senior Data Analyst to lead investment performance analysis and GIPS (Global Investment Performance Standards) compliance initiatives. In this critical role, you will serve as a subject matter expert on performance measurement, drive the GIPS compliance framework, and build robust data solutions to enhance reporting and operational efficiency.
The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.
Key Responsibilities:
The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.
Key Responsibilities:
Estimated Min Rate: $52.50
Estimated Max Rate: $75.00
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.
Renu Goel
Please do not sned resumes without -GIPS (Global Investment Performance Standards)
This is a long term contract role working EST hours
This can be remote
We are seeking an experienced and detail-oriented Senior Data Analyst to lead investment performance analysis and GIPS (Global Investment Performance Standards) compliance initiatives. In this critical role, you will serve as a subject matter expert on performance measurement, drive the GIPS compliance framework, and build robust data solutions to enhance reporting and operational efficiency.
The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.
Key Responsibilities:
- Lead the management, validation, and analysis of complex investment performance data across multiple strategies and products.
- Oversee the production and maintenance of GIPS-compliant composites, disclosures, and supporting documentation.
- Act as the primary point of contact for GIPS verification engagements and internal/external performance audits.
- Design and execute SQL queries to extract, transform, and analyze data across performance, attribution, and risk systems.
- Build and maintain advanced performance dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
- Partner with investment teams, compliance, client reporting, and technology to ensure data accuracy, regulatory alignment, and operational efficiency.
- Proactively identify and lead performance process improvements, including automation and enhanced data governance practices.
- Maintain up-to-date knowledge of GIPS standards and performance measurement best practices; drive internal education and updates.
- Document methodologies, data sources, and workflows with precision for audit readiness and operational transparency.
- Mentor junior analysts and contribute to building a high-performance data analytics function within the organization.
- Bachelor s degree in Finance, Economics, Statistics, Computer Science, or a related field; advanced degree preferred.
- 5+ years of experience in investment performance analysis, performance reporting, or investment operations with a strong GIPS focus.
- Expert knowledge of GIPS standards and composite management.
- Proficiency in SQL, including writing complex queries for data extraction, manipulation, and analysis.
- Deep understanding of performance measurement methodologies (TWRR, MWRR, attribution analysis, ex-post risk metrics).
- Experience with performance, risk, and accounting systems (e.g., FactSet, Eagle PACE, Clearwater, Morningstar Direct, SS&C, Bloomberg PORT).
- Advanced Excel skills and experience with data visualization tools (e.g., Tableau, Power BI).
- Strong problem-solving skills with a focus on data integrity, process improvement, and scalability.
- Ability to lead cross-functional initiatives and influence stakeholders at various levels.
- Excellent communication, documentation, and presentation skills.
- CIPM (Certificate in Investment Performance Measurement) strongly preferred.
- CFA charterholder or progress toward CFA designation is a plus.
The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.
Key Responsibilities:
- Lead the management, validation, and analysis of complex investment performance data across multiple strategies and products.
- Oversee the production and maintenance of GIPS-compliant composites, disclosures, and supporting documentation.
- Act as the primary point of contact for GIPS verification engagements and internal/external performance audits.
- Design and execute SQL queries to extract, transform, and analyze data across performance, attribution, and risk systems.
- Build and maintain advanced performance dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
- Partner with investment teams, compliance, client reporting, and technology to ensure data accuracy, regulatory alignment, and operational efficiency.
- Proactively identify and lead performance process improvements, including automation and enhanced data governance practices.
- Maintain up-to-date knowledge of GIPS standards and performance measurement best practices; drive internal education and updates.
- Document methodologies, data sources, and workflows with precision for audit readiness and operational transparency.
- Mentor junior analysts and contribute to building a high-performance data analytics function within the organization.
- Bachelor s degree in Finance, Economics, Statistics, Computer Science, or a related field; advanced degree preferred.
- 5+ years of experience in investment performance analysis, performance reporting, or investment operations with a strong GIPS focus.
- Expert knowledge of GIPS standards and composite management.
- Proficiency in SQL, including writing complex queries for data extraction, manipulation, and analysis.
- Deep understanding of performance measurement methodologies (TWRR, MWRR, attribution analysis, ex-post risk metrics).
- Experience with performance, risk, and accounting systems (e.g., FactSet, Eagle PACE, Clearwater, Morningstar Direct, SS&C, Bloomberg PORT).
- Advanced Excel skills and experience with data visualization tools (e.g., Tableau, Power BI).
- Strong problem-solving skills with a focus on data integrity, process improvement, and scalability.
- Ability to lead cross-functional initiatives and influence stakeholders at various levels.
- Excellent communication, documentation, and presentation skills.
- CIPM (Certificate in Investment Performance Measurement) strongly preferred.
- CFA charterholder or progress toward CFA designation is a plus.
Estimated Min Rate: $52.50
Estimated Max Rate: $75.00
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.