Lead Systems Analyst - Client Reporting

Job Summary

Working remotely on a contract basis, the Lead Systems Analyst - Client Reporting will define business and data requirements, partner with various teams to identify data elements, and ensure the accuracy and completeness of data for client reporting and portal initiatives.

Key responsibilities

• Define business and data requirements for client reporting and portal initiatives
• Analyze and document data flows across multiple systems and platforms
• Coordinate with external reporting providers and implementation partners

Required qualifications

• 7+ years of experience in investment management, asset management, or financial services
• Strong understanding of investment data, reporting, and client servicing processes
• Experience with SQL, data analysis, and data governance
• Ability to translate business requirements into actionable data and reporting specifications
• Experience working with reference data, security master data, and investment operations