Contract Senior Performance Data Analyst with hands on GIPS and SQL experience (GIPS - Global Invest

Job Description

Job DescriptionPlease send current resumes directly to bhagyashree.yewle@yoh.com
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
LinkedIn: https://www.linkedin.com/in/bhagyashreeyewle/ 

Location: This is a long term contract role working EST hours. Must be physcially based in the US.

***W2 or CTC candidates will be considered***. Candidates requiring visa sponsorship are welcome to apply!

We are seeking an experienced and detail-oriented Senior Data Analyst to lead investment performance analysis and GIPS® (Global Investment Performance Standards) compliance initiatives. In this critical role, you will serve as a subject matter expert on performance measurement, drive the GIPS compliance framework, and build robust data solutions to enhance reporting and operational efficiency.

The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.

Qualifications:

• Bachelor’s degree in Finance, Economics, Statistics, Computer Science, or a related field; advanced degree preferred.
• 5+ years of experience in investment performance analysis, performance reporting, or investment operations with a strong GIPS focus.
• Expert knowledge of GIPS standards and composite management.
• Proficiency in SQL, including writing complex queries for data extraction, manipulation, and analysis.
• Deep understanding of performance measurement methodologies (TWRR, MWRR, attribution analysis, ex-post risk metrics).
• Experience with performance, risk, and accounting systems (e.g., FactSet, Eagle PACE, Clearwater, Morningstar Direct, SS&C, Bloomberg PORT).
• Advanced Excel skills and experience with data visualization tools (e.g., Tableau, Power BI).
• Strong problem-solving skills with a focus on data integrity, process improvement, and scalability.
• Ability to lead cross-functional initiatives and influence stakeholders at various levels.
• Excellent communication, documentation, and presentation skills.

Preferred Certifications:
CIPM (Certificate in Investment Performance Measurement) strongly preferred.
CFA charterholder or progress toward CFA designation is a plus.

Estimated Min Rate: $55.00

Estimated Max Rate: $75.00

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 DescriptionFounded 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.\r\nCompany Website: https://www.yoh.com/