FDM Group is hiring a Data Analyst to support a Financial Services project based in Canton, MA on a hybrid schedule. In this role, you will help migrate shareholder and employee equity plan data into internal recordkeeping systems and support the operational work required for corporate actions, client onboarding, and related system enhancements.
This position is expected to start with an initial 12-month engagement, with the possibility of extension. The role requires 3 days per week in the office while working with a team supporting proprietary recordkeeping platforms.
What you’ll do
- Coordinate business requirements for onboarding new clients onto proprietary recordkeeping platforms.
- Review and validate data from external providers for completeness, accuracy, and format consistency.
- Map source data to target system structures and align mappings with business processes.
- Partner with external stakeholders to understand file layouts, business rules, and conversion requirements.
- Work with technology teams to ensure accurate data mapping and system functionality.
- Validate migrated data, including share position balances, account information, transaction histories, dividend reinvestment records, and historical payment and reconciliation data.
- Investigate and resolve data discrepancies with technical teams.
- Support user validation, testing, and business sign-off activities.
- Execute production migrations and perform post-migration quality assurance reviews.
- Plan and coordinate large-scale or complex corporate action events.
- Configure system parameters needed to process corporate actions and complete required pre-processing and operational procedures.
- Perform testing and validation prior to live event execution, then support live execution and post-event verification.
- Serve as a subject matter expert for migrations, corporate actions, and other exceptional operational events.
- Assess whether requirements can be supported with existing platform capabilities or require system enhancements, and collaborate with development teams on design and implementation of new solutions.
- Conduct system testing and quality assurance for new functionality and facilitate User Acceptance Testing (UAT) with business stakeholders.
- Maintain documentation, procedures, and operational standards, including guidance and training for business users and support teams.
What you bring
- Several years of experience in one or more of: Transfer Agency; Employee Share Plans / Equity Compensation; Securities Services; Brokerage Operations; Banking and Financial Services.
- Experience in business support, application support, operations, or technology-related roles.
- Strong analytical and problem-solving skills, including the ability to define issues, gather requirements, analyze data, and recommend solutions.
- Experience interpreting technical, operational, and procedural documentation.
- Advanced proficiency with spreadsheets and standard business applications.
- Working knowledge of Linux or Unix-based environments.
- Experience with data migration projects and system testing activities.
- Exposure to scripting, macros, or automation tools is desirable.
Technologies
- Linux
- Unix-based environments
- Spreadsheets
- User Acceptance Testing (UAT)
Employment and location constraints
This position requires the successful candidate to work on a W2 directly with FDM. C2C and 1099 are not accepted, and employment sponsorship (for example, H1-B) is not accepted.
FDM Group, Inc. will consider employment applications exclusively from candidates who are either residing in (or willing to relocate to) the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, Tennessee, Texas, Utah, and Virginia.
