Lead Compliance Systems investment Data Analyst - Remote in Boston
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Role details
Tech stack
Job description
Lead Systems/Data analyst that is strong technically )SQL ,data modeling, data mapping, python, etc) and has strong investment management experience including Compliance. This person needs to understand the data and be able to move the data from system to systems and have an understanding of what they are doing. This is remote and long term, We are seeking a Lead Compliance Systems/Data Analyst to support compliance monitoring, investment guideline management, and data readiness across investment management platforms. This role is focused on ensuring accurate, complete, and timely data is available to support compliance rules, surveillance processes, and regulatory requirements. The successful candidate will work closely with compliance, investment operations, data management, and technology teams to support ongoing integration and operational initiatives. Responsibilities
- Partner with compliance teams to identify data requirements supporting investment guideline monitoring and regulatory oversight.
- Analyze and validate data used within compliance and investment management platforms.
- Ensure accurate data flows across security master, reference data, order management, and compliance systems.
- Investigate and resolve data quality issues impacting compliance monitoring.
- Support implementation and enhancement of compliance-related workflows and controls.
- Assist with requirements gathering, documentation, testing, and process improvement initiatives.
- Coordinate with business and technology stakeholders to ensure data availability and integrity.
- Produce reporting and analysis supporting compliance operations and audits.
Requirements
- 5+ years of experience within investment management, asset management, compliance operations, or financial services.
- SQL, data analysis, and data governance experience.
- Strong understanding of investment data and operational workflows.
- Experience supporting compliance programs and regulatory reporting requirements.
- Excellent analytical and problem-solving skills.
- Strong communication and stakeholder management capabilities.
Experience
- Charles River, Aladdin, Sentinel, or similar compliance monitoring platforms.
- Security master, reference data, and order management systems.
- Experience supporting enterprise data integration initiatives.
Benefits & conditions
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 & 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
About the company
Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at https://www.yoh.com, Company DescriptionYoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at https://www.yoh.com
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