Client Reporting Tech Analyst

Diligente Technologies; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Diligente Technologies is seeking a data-focused professional in San Francisco to support client reporting and investment operations within financial services. You will query datasets, manage data pipelines, and troubleshoot issues across Snowflake-based warehouses while coordinating with stakeholders in a lean, low-structure environment.

Requires 3–7 years of experience, strong SQL skills, and familiarity with cloud data warehousing and fund accounting systems.

Qualifications

• 3–7 years of experience in financial services, preferably within a buy-side asset manager supporting client reporting, investment operations, or related data functions.
• Proficiency in SQL and the ability to independently query, analyze, and troubleshoot complex datasets 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 accountable for delivering results in a lean, low-structure environment.
• Familiarity with Snowflake or similar cloud data warehouse environments, including understanding 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.

Skills

SQL

Data analysis

Stakeholder management

Python scripting

Data pipelines

Snowflake

SDLC project management

Communication

Lean / low-structure work

Tools

Eagle PACE

Eagle SRM

Fund accounting systems

Snowflake

Job description

• 3–7 years of experience in financial services, preferably within a buy-side asset manager supporting client reporting, investment operations, or related data functions
• Demonstrated understanding of the end-to-end client reporting data flow, including data sourcing from accounting and operations platforms, pipeline transformations, and report distribution.
• Proficiency in SQL and the ability to independently query, analyze, and troubleshoot complex datasets 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 accountable for delivering results in a lean, low-structure environment.
• Experience with Eagle PACE, Eagle SRM, or comparable fund accounting and security master platforms strongly preferred.
• Familiarity with Snowflake or similar cloud data warehouse environments, including understanding 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.