Overview
Remote
On Site
Competitive
Full Time
Skills
Investment data
Reference data
Data modeling
Job Details
Please contact
Renu Goel
W2 only no corps
Data Modeling
Data mapping
Reference data/Investment data
CRM integration must
Client Analyst with investment management experience.
Remote or Boston
I believe the CRM is Dynamics on the Sales Side and Smart Sheets on the Client Side. This is focused on the client side.
This person will need to understand what we need to do to collect the client related data from a client management perspective. Client lifecycle Management
Once a client signs the contract and get onboarded, how do we get their portfolios set up, client reporting, what are the reference data and other data that needs to be there.
How do we need to sunset a client?
What needs to go into different systems?
They need to work autonomously and have an opinion
We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.
Estimated Min Rate: $52.50
Estimated Max Rate: $75.00
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:
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 https://www.yoh.com/applicants-with-disabilities 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
W2 only no corps
Data Modeling
Data mapping
Reference data/Investment data
CRM integration must
Client Analyst with investment management experience.
Remote or Boston
- Review and validate BRDs for the Client CRM
- Review data spec that will sit alongside the BRD for Client CRM
- Review the proposed CRM data model to ensure it aligns with broader business requirements
- Review and provide feedback on the CRM data mapping and migration plan
- Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
- Confirm data sources & calculations
- Advise on data ownership and stewardship
- Provide test datasets & a framework for testing the data migration and flows to ensure everything works as intended before going live
- Manage data cleansing & validation processes within MDM, relating to Client CRM data
- Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
- Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
- Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
I believe the CRM is Dynamics on the Sales Side and Smart Sheets on the Client Side. This is focused on the client side.
This person will need to understand what we need to do to collect the client related data from a client management perspective. Client lifecycle Management
Once a client signs the contract and get onboarded, how do we get their portfolios set up, client reporting, what are the reference data and other data that needs to be there.
How do we need to sunset a client?
What needs to go into different systems?
They need to work autonomously and have an opinion
We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.
- Review and validate BRDs for the Client CRM
- Review data spec that will sit alongside the BRD for Client CRM
- Review the proposed CRM data model to ensure it aligns with broader business requirements
- Review and provide feedback on the CRM data mapping and migration plan
- Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
- Confirm data sources & calculations
- Advise on data ownership and stewardship
- Provide test datasets & a framework for testing the data migration and flows to ensure everything works as intended before going live
- Manage data cleansing & validation processes within MDM, relating to Client CRM data
- Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
- Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
- Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
Estimated Min Rate: $52.50
Estimated Max Rate: $75.00
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 https://www.yoh.com/applicants-with-disabilities 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.