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Investment Business analyst - supporting the front office and portfolio construction

Yoh, A Day & Zimmermann Company
Boston, MA Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/23/2025

Job Description

Job Description

Please contact : Renu Goel

857-207-2676

renu.goel@yoh.com

HYBRID ONSITE / Contract to Hire Senior Investment BSA - supporting the front office and portfolio construction

  • Hybrid Onsite in Boston or Needham MA is a must
  • Candidates requiring visa sponsorship are welcome to apply!

KEYS TO THE POSITION

  • MUST HAVE experience supporting the front office and portfolio construction
  • Must have experience supporting investors – prefer to see candidates that have experience working with investment tools, research tools, investment reporting, portfolio construction, Factset or Bloomberg background, and the like. Thís person needs to have a strong understanding of holdings, transactions, benchmarks, performance, attribution, etc
  • Must have experience with Equity, Fixed Income and Derivatives.  This is the primary area for Level 2 support.   They will be working with the Portfolio Managers, Research Analysts, Credit Analysts, and Portfolio Analysts to support them on any of their requests.
  • Must have strong SQL skills
  • Excellent communication and interpersonal skills as this person will be working directly with the users.
  • There is Production support on a rotation basis requirement – once every 2 months and the person is expected to check the tests that are running and escalate or fix if need be.   The time commitment varies from 30 minutes to 3hrs when on-call
  • Excellent communication and interpersonal skills as this person will be working directly with the users.
  • Estimated Min Rate : $60 / H

    Estimated Max Rate : $80 / H

    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.

    Company Description

    Founded in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations.

    Company Website : https : / / www.yoh.com /

    Company Description

    Founded in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations. Company Website : https : / / www.yoh.com /

    Salary : $80

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