Client Reporting Analyst

Mainz Brady Group; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Mainz Brady Group is seeking a technically strong Client Reporting Technical Analyst to support the technology and data behind end-to-end client reporting within a financial services environment.

This role will own the flow of reporting data from upstream systems and pipelines through final report generation and distribution, with a strong focus on SQL, data quality, reporting platforms, and production support.

Qualifications

• 3–7 years of financial services experience
• Experience supporting client reporting, investment operations, or investment data
• Experience with client reporting platforms such as Seismic, Vermilion, or similar tools
• Understanding data pipelines, ingestion, transformation logic, data warehouses, and table/schema structures
• Experience with Snowflake or similar cloud data warehouses
• Experience with Eagle PACE, Eagle SRM, or comparable fund accounting/security master platforms
• Familiarity with investment data including performance, holdings, and characteristics
• Experience with data governance tools such as Ataccama or Collibra
• Python or scripting experience
• Strong problem-solving skills

Responsibilities

• Support the end-to-end client reporting workflow, including data sourcing, transformation, report generation, and distribution.
• Troubleshoot production reporting incidents, data anomalies, pipeline failures, and delivery exceptions.
• Use SQL to query and analyze complex datasets and identify root causes of reporting issues.
• Support data pipelines and understand upstream/downstream dependencies, transformations, schemas, and data lineage.
• Translate business reporting requirements into technical data and platform specifications.
• Support reporting platform upgrades, integrations, UAT, and other SDLC activities.
• Manage reporting enhancements, automation opportunities, and data quality improvements.
• Support ad hoc data analysis for client deliverables, regulatory reporting, and business initiatives.

Skills

3–7 years financial services

Strong problem solving

Tools

SQL

Seismic

Vermilion

Snowflake

Eagle PACE

Eagle SRM

Ataccama

Collibra

Python

Job description

We’re looking for a technically strong Client Reporting Technical Analyst to support the technology and data behind end-to-end client reporting within a financial services environment. This role will own the flow of reporting data from upstream systems and pipelines through final report generation and distribution, with a strong focus on SQL, data quality, reporting platforms, and production support.

What You’ll Be Doing

• Support the end-to-end client reporting workflow, including data sourcing, transformation, report generation, and distribution.
• Troubleshoot production reporting incidents, data anomalies, pipeline failures, and delivery exceptions.
• Use SQL to query and analyze complex datasets and identify root causes of reporting issues.
• Support data pipelines and understand upstream/downstream dependencies, transformations, schemas, and data lineage.
• Translate business reporting requirements into technical data and platform specifications.
• Support reporting platform upgrades, integrations, UAT, and other SDLC activities.
• Manage reporting enhancements, automation opportunities, and data quality improvements.
• Support ad hoc data analysis for client deliverables, regulatory reporting, and business initiatives.

What We’re Looking For

• 3–7 years of financial services experience, ideally within a buy-side asset management environment.
• Experience supporting client reporting, investment operations, or investment data.
• Experience with client reporting platforms such as Seismic, Vermilion, or similar tools.
• Understanding of data pipelines, ingestion, transformation logic, data warehouses, and table/schema structures.
• Experience with Snowflake or similar cloud data warehouse environments preferred.
• Experience with Eagle PACE, Eagle SRM, or comparable fund accounting/security master platforms strongly preferred.
• Familiarity with investment data including performance, holdings, and characteristics.
• Experience with data governance tools such as Ataccama or Collibra is a plus.
• Python or similar scripting/automation experience preferred.
• Strong problem‑solving skills with the ability to independently trace and resolve complex data issues.

This is a great opportunity for someone who understands both the technical data environment and the investment/client reporting lifecycle and enjoys owning problems from initial investigation through resolution.