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Renu Goel
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Factset experience is a must. Please do not submit resumes without Factset. Figma / Wireframe experience.
Business Analyst – FactSet Digital Client Portal (Investments) Seeking an experienced Business Analyst with strong FactSet experience to join a high-profile project delivering a vendor-provided digital client portal. This role requires deep investment and investment data expertise, along with hands‑on experience leading requirements discovery and staying embedded through configuration, integrations, testing, and go‑live.
Key Responsibilities:
Lead end-to-end requirements gathering and documentation for a FactSet-driven client portal implementation
Partner with investment stakeholders to translate business and reporting needs into functional and data requirements
Work closely with FactSet and internal technical teams on configuration and integrations
Support SIT, UAT, defect management, and go‑live readiness
Ensure strong requirements traceability and alignment across business and technology teams
Required Experience:
5–10+ years of Business Analyst experience within investment management, asset management, wealth, or institutional consulting
Hands‑on FactSet experience (required)
Strong understanding of investment products, performance reporting, benchmarks, and investment data
Experience supporting vendor platform implementations and system integrations
Proven ability to operate effectively within cross‑functional delivery teams
This is an opportunity to play a key role in delivering a strategic client‑facing investment platform within a leading global organization.
Estimated Min Rate: $52.50
Estimated Max Rate: $75.00
What’s In It for You?
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 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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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