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Business analyst with investment portal experience and Figma or wireframe- Remote- Factset exp a plus

June 11, 2026

Please contact Renu Goel 857-207-2676 renu.goel@yoh.com Factset exp is a plus. Working on client investment portal Figma / Wireframe exp The should be able to interact with UX/UI designers, meet with the business users, have the investment knowledge and be able to diagram with Visio or other tools Business Analyst – FactSet Digital Client Portal (Investments) Seeking an experienced Business Analyst with strong investment experience to join a high-profile project delivering a vendor-provided digital client portal. This role requires deep investment and investment data expertise, along with hands-on experience leading requirements discovery and staying embedded through configuration, integrations, testing, and go-live. Key Responsibilities • Lead end-to-end requirements gathering and documentation for a FactSet-driven client portal implementation • Partner with investment stakeholders to translate business and reporting needs into functional and data requirements • Work closely with FactSet and internal technical teams on configuration and integrations • Support SIT, UAT, defect management, and go-live readiness • Ensure strong requirements traceability and alignment across business and technology teams Required Experience • 5–10+ years of Business Analyst experience within investment management, asset management, wealth, or institutional consulting • Hands-on FactSet experience (required) • Strong understanding of investment products, performance reporting, benchmarks, and investment data • Experience supporting vendor platform implementations and system integrations • Proven ability to operate effectively within cross-functional delivery teams This is an opportunity to play a key role in delivering a strategic client-facing investment platform within a leading global organization. Estimated Min Rate $52.50 Estimated Max Rate $75.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. 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 Benefits • Employee Assistance Program (EAP) • 401K Retirement Savings Plan • Direct Deposit & weekly epayroll • Referral Bonus Programs • Certification and training opportunities 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice https//www.yoh.com/privacy-notice Apply tot his job Apply To this Job

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...