Client Reporting Tech Analyst

Qualifications

• 3–7 years of experience in financial services, preferably within a buy-side asset manager supportingclient reporting, investment operations, or related data functions
• Demonstrated understanding of the end-to-end client reporting data flow, including datasourcing from accounting and operations platforms, pipeline transformations, and reportdistribution.
• Proficiency in SQL and the ability to independently query, analyze, and troubleshoot complexdatasets across relational databases or cloud data warehouses (Snowflake preferred).
• Working knowledge of data pipeline concepts, including ingestion patterns, staging layers,transformation logic, and table/schema design.
• Strong analytical and problem-solving skills with a demonstrated ability to identify data issues,trace root causes and drive resolution independently.
• Experience managing or supporting technology projects within the SDLC framework.
• Excellent communication and stakeholder management skills.
• Demonstrated ability to take initiative, work independently, and hold themselves accountablefor delivering results in a lean, low-structure environment.
• Experience with Eagle PACE, Eagle SRM, or comparable fund accounting and security masterplatforms strongly preferred.
• Familiarity with Snowflake or similar cloud data warehouse environments, includingunderstanding of data models supporting performance, holdings, and characteristics, preferred.
• Experience with scripting or automation (Python or equivalent) to support pipeline monitoring,report validation, or workflow automation preferred.