Broker-Dealer Data Jobs

1 job found

1mo ago

Data Analyst

Yoh, A Day & Zimmermann Company Boston, MA

Boston, MA

1mo ago Closed

$60 - $70/hr Contract Analyst Analytics Broker-Dealer

This position is no longer accepting applications (closed Jun 28, 2026).

Job Description

Join Yoh, a Day & Zimmermann company, as a contract Data Analyst on the Wealth Distribution Enablement Team. This onsite role in Boston centers on onboarding distributors and investment products across wirehouses, independent broker-dealers, RIAs, and platform providers. You will translate data into actionable insights that inform commercial decisions to expand product reach and drive business growth.

Benefits

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

Technologies

Broadridge
SS&C

Responsibilities

Define and drive the end-to-end onboarding strategy for new distributors and products at scale across wirehouses, broker-dealers, and other wealth distribution platforms.
Identify and integrate strategic third-party data providers, including FA data packs, partnering with vendors such as Broadridge, SS&C, and other specialists to surface insights for commercial opportunities.
Provide analyses on distributor and product KPIs, platform requirements, and operational feasibility to support strategic decisions.
Coordinate operational setup across selling agreements, data connectivity, platform specifications, and compliance documentation.
Act as an enablement liaison between internal teams (Sales, Product, Finance, Compliance, Technology) and external distribution partners.
Collaborate with fund administrators, product teams, and transfer agents to ensure new funds are operationally ready for distribution.
Lead ongoing enhancements to accommodate product changes, new share classes, and platform updates; evaluate distributor platform dynamics, identify product gaps, and assess competitive positioning to inform sales opportunities.
Oversee investment data flows required for distributor platforms, including feeds, holdings, characteristics, and regulatory data.
Ensure timely and accurate data delivery in partnership with data management and fund administration teams.
Maintain strong governance around distributor operations, including documentation, controls, and risk management.

Requirements

5+ years of experience in global or U.S. wealth distribution enablement, platform onboarding, or product operations within an asset manager, fund administrator, or major distributor.
Experience with FA Data packs and market data providers such as Broadridge or SS&C is highly desirable.
Strong understanding of global and U.S. wealth channels, including wirehouses, independent broker-dealers, and RIA platforms. Experience with alternative investment products (40 Act alternatives, interval funds, private markets wrappers, tender offer funds, etc.) is a plus.
Familiarity with investment data, fund administration processes, and operational requirements for bringing new products to the wealth channel. Ability to translate operational insights into commercial recommendations.
Excellent communication skills and the ability to work cross-functionally with senior stakeholders.
Strong analytical, organizational, and project management capabilities.

Location

Onsite in Boston, MA. Onsite 3-4 days per week in Boston, NYC, and Chicago.

Compensation

Estimated pay range: $60.00 to $70.00 per hour

Notes

Pay ranges shown are estimations. Actual pay is determined by experience, technical expertise, and other qualifications. Yoh is an Equal Opportunity Employer. For accommodations in the application process, visit https://www.yoh.com/applicants-with-disabilities.

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