Overview
On Site
Depends on Experience
Accepts corp to corp applications
Contract - W2
Contract - Independent
Contract - 12 Month(s)
25% Travel
Able to Provide Sponsorship
Skills
Data Analyst
financial
Investment
SQL
Portfolio Management
Job Details
Please support on this
Client: Wealth Management Company
- Location: Hybrid Onsite in Boston is the preference but Remote is fine working EST hours.
- Duration: 12 months+
**MUST HAVE SKILLS**
- 12+ years of experience in business systems and data analysis roles, financial/investment services. Hands on experience with reference data and master data management. MUST have hands on exp with Reference Data and Master Data Management working for Investment/Asset Mgmt. Companies. Solid understanding and must have hands on experience with the various investment jargons, securities etc.
- Strong SQL skills for data extraction, querying, and analysis.
- Deep understanding of IBOR or ABOR, and experience working with portfolio structures. [Investment Book of Record (IBOR) and the Accounting Book of Record (ABOR)] is PLUS!
- Strong ability to meet with business users to gather and analyze requirements, understand complex data entities, and design effective system solutions.
- Advanced proficiency with Excel for data analysis and manipulation.
- Demonstrated ability to communicate complex concepts to both business and technical stakeholders.
- Proven experience in re-platforming, data migration, and implementing new data systems in a business context.
- Experience with Eagle Star and Snowflake is highly desirable.
- Knowledge of financial services data management and regulations.
- Experience working on large-scale, cross-functional projects.
- Tools backstop (CRM and data mastering platform specializing in financial services) SSB s ADP, CRD, FactSet, Bloomberg, Jacoby for wealth management and modeling, if they worked vidreo, ilevel that would be great.
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