Client Reporting Architect: Data Flows & Automation

EmergencyMD; San Francisco (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer matching

Paid leave (PTO and parental leave)

Job summary

Evolver is seeking a technically proficient Technical Analyst to support design, delivery, and continuous improvement of Client Reporting technology. You will own the end-to-end data flow from ingestion to report distribution across institutional and internal stakeholders.

Ideal candidates will have hands-on experience with Seismic or Vermilion, strong SQL skills, and a track record in data pipeline management, governance, and analytical problem-solving in a lean, high-ownership environment.

Qualifications

• 5 years of experience in financial services, preferably buy-side asset manager.
• 5 years end-to-end client reporting data flow experience.
• 5 years of SQL and data analysis across relational databases or Snowflake.
• Bachelor's degree required.

Responsibilities

• Subject matter expert on end-to-end client reporting workflow from data sourcing to distribution.
• Develop familiarity with report templates, delivery schedules, and client data requirements.
• Manage production report incidents and resolve data issues before client impact.
• Collaborate with stakeholders to translate requirements into technical data and platform specs.
• Maintain understanding of client reporting data flow from source systems to final output.
• Support data pipelines, identify root causes, and coordinate with data/platform teams.
• Document data lineage, pipeline logic, and table/schema structures for auditing.
• Support platform upgrades, integrations, and UAT testing within SDLC.
• Contribute to metadata, data dictionary, and lineage tracking with Ataccama/Collibra.
• Maintain backlog of reporting enhancements and data quality improvements.
• Provide ad hoc data support for client deliverables and regulatory filings.

Skills

SQL

Data pipelines

Client reporting

Analytical skills

Stakeholder management

Education

Bachelor's degree

Tools

Seismic

Vermilion

Ataccama

Collibra

Snowflake

Job description

Evolver is seeking a technically proficient Technical Analyst to support design, delivery, and continuous improvement of Client Reporting technology. You will own the end-to-end data flow from ingestion to report distribution across institutional and internal stakeholders.

Ideal candidates will have hands-on experience with Seismic or Vermilion, strong SQL skills, and a track record in data pipeline management, governance, and analytical problem-solving in a lean, high-ownership environment.