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Reference data data Analyst with CRM integration- ...

Yoh, A Day & Zimmermann Company - Boston, MA

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Job Description

Reference data Analyst with CRM integrationClient Analyst with an investment management focus and CRM integration experience. Remote or Boston.Data Modeling, Data mapping, Reference data/Investment data, CRM integration must be considered in the data strategy.Responsibilities:Review and validate BRDs for the Client CRMReview data spec that will sit alongside the BRD for Client CRMReview the proposed CRM data model to ensure it aligns with broader business requirementsReview and provide feedback on the CRM data mapping and migration planCollaborate 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 & calculationsAdvise on data ownership and stewardshipProvide test datasets and a framework for testing the data migration and flows to ensure everything works as intended before going liveManage data cleansing & validation processes within MDM, relating to Client CRM dataOpine on a plan for maintaining data quality and governance post-implementation, including regular audits and updatesOngoing: Evolve Client and Client Portfolios Masters with new attributes, as requiredReview and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)Estimated Min Rate: $52.50Estimated Max Rate: $75.00What’s In It for You?We welcome you to be a part of Yoh, a Day & Zimmermann company, and join a large global staffing network with a history of opportunity. Benefits include: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 BenefitsEmployee Assistance Program (EAP)401K Retirement Savings PlanDirect Deposit & weekly epayrollReferral Bonus ProgramsCertification and training opportunitiesNote: Any pay ranges displayed are estimations. Actual pay is determined by experience and qualifications. 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 to contact us if you are an individual with a disability and require accommodation in the application process.Seniority levelNot ApplicableEmployment typeContractJob functionInformation TechnologyIndustriesBanking #J-18808-Ljbffr

Created: 2025-09-17

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