Lead Systems Analyst

Overview

We are seeking a Lead Systems Analyst to support the design and delivery of client

portal and client reporting capabilities. This role will focus on defining, sourcing,

validating, and organizing investment data required to support reporting and client-

facing content.

The successful candidate will serve as the bridge between investment teams, data

teams, and external reporting partners to ensure complete, accurate, and timely

information is available for reporting solutions.

Responsibilities

Define business and data requirements for client reporting and client portal

initiatives.

Partner with investment, operations, technology, and reporting teams to identify

required data elements.

Analyze and document data flows across multiple systems and platforms.

Ensure completeness, accuracy, and consistency of data used in client reporting.

Coordinate with external reporting providers and implementation partners.

Support development of reporting solutions by providing business requirements

and data specifications.

Identify data quality issues and work with stakeholders to resolve gaps.

Create process documentation, requirements, and data mapping artifacts.

Serve as a trusted advisor to business stakeholders on reporting and data-

related initiatives.

Qualifications

7+ years of experience in investment management, asset management, financial

services, or related industries.

Strong understanding of investment data, reporting, and client servicing

processes.

SQL, data analysis, and data governance experience.

Experience working with reference data, security master data, order

management systems, and investment operations.

Ability to translate business requirements into actionable data and reporting

specifications.

Strong analytical, communication, and problem-solving skills.

Self-starter capable of working independently in a dynamic environment.

Preferred Experience

Experience supporting client reporting, client portals, or investor communications.

Knowledge of FactSet, Vermilion, or similar reporting platforms.