SR Talent Solution Inc.
Investment Data Analyst
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for an Investment Data Analyst with 12+ years of experience, focusing on CRM data management and integration. It is a long-term remote contract in Boston, requiring expertise in data quality, compliance, and MDM.
🌎 - Country
United States
💱 - Currency
$ USD
-
💰 - Day rate
Unknown
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🗓️ - Date
November 4, 2025
🕒 - Duration
Unknown
-
🏝️ - Location
Remote
-
📄 - Contract
Unknown
-
🔒 - Security
Unknown
-
📍 - Location detailed
Boston, MA
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🧠 - Skills detailed
#Datasets #Data Cleansing #MDM (Master Data Management) #Compliance #Data Migration #CRM (Customer Relationship Management) #Security #Migration #Data Analysis #Data Mapping #Data Access #Data Quality
Role description
Title: Investment Data Analyst
Location: Boston, MA(Remote)
Duration: Long Term Contract
Description:
We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.
• Review and validate BRDs for the Client CRM
• 12+ years of experience.
• Review data spec that will sit alongside the BRD for Client CRM
• Review the proposed CRM data model to ensure it aligns with broader business requirements
• Review and provide feedback on the CRM data mapping and migration plan
• Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
• Confirm data sources & calculations
• Advise on data ownership and stewardship
• Provide test datasets & a framework for testing the data migration and flows to ensure everything works as intended before going live
• Manage data cleansing & validation processes within MDM, relating to Client CRM data
• Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
• Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
• Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
Title: Investment Data Analyst
Location: Boston, MA(Remote)
Duration: Long Term Contract
Description:
We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.
• Review and validate BRDs for the Client CRM
• 12+ years of experience.
• Review data spec that will sit alongside the BRD for Client CRM
• Review the proposed CRM data model to ensure it aligns with broader business requirements
• Review and provide feedback on the CRM data mapping and migration plan
• Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
• Confirm data sources & calculations
• Advise on data ownership and stewardship
• Provide test datasets & a framework for testing the data migration and flows to ensure everything works as intended before going live
• Manage data cleansing & validation processes within MDM, relating to Client CRM data
• Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
• Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
• Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
