Client Reporting Technical Analyst

ClearBridge Technology Group; California (MO); Hybrid; USD 140,000 - 160,000; Full time

Job summary

ClearBridge Technology Group in San Francisco, CA, seeks a hybrid full-time Client Reporting Technical Analyst to support, design, and deliver client reporting technology. You will oversee data pipelines and warehouse structures, ensuring accurate and timely reporting for clients.

Ideal candidates have 7+ years in financial services with client reporting experience, 5+ years SQL, and 4+ years in end-to-end data flows. Bachelor’s degree in CS is preferred.

Qualifications

• Minimum of 7 years of financial services experience, preferably with a buy side organization supporting client reporting, investment operations, or other data related tasks.
• 5+ years of SQL experience including querying, analyzing, writing scripts, and troubleshooting around databases and data warehouse.
• 4+ years of experience with end-to-end client reporting data flow, including data sourcing from accounting/operations platforms, pipeline transformation, and report distribution.
• Bachelor’s degree in Computer Science preferred.

Responsibilities

• Support, design, delivery, and continuous improvement of client reporting technology.
• Strong command of data pipelines, and warehouse structures.

Skills

SQL

Data pipelines

End-to-end data flow

Financial services experience

Report delivery

Education

Bachelor’s degree in Computer Science

Tools

Snowflake

Eagle PACE

Eagle SRM

Python

Seismic

Vermilion

Job description

Our client, a technology solutions provider company located in San Francisco, CA, needs a hybrid full-time Client Reporting Technical Analyst position. The Client Reporting Technical Analyst will be responsible for the support, design, delivery, and continuous improvement of client reporting technology. The Client reporting Analyst will also have a strong command of data pipelines, and warehouse structures.

Required Skills

• Minimum of 7 years of financial services, preferably with a buy side organization supporting client reporting, investment operations, or other data related tasks.
• 5+ years of experience with SQL including the ability to query, analyze, write scripts, and troubleshoot around databases and data warehouse.
• 4+ years of experience with end-to-end client reporting data flow. Including data sourcing from accounting/operations platforms, pipeline transformation, and report distribution.
• Bachelor’s degree required preferably in Computer Science

Preferred Or Nice To Have Skills

• Previous experience with Snowflake Data Warehouses.
• Experience with Eagle PACE, Eagle SRM, or similar fund accounting software.
• Scripting or automation experience with Python for pipeline monitoring, report validation, or workflow automation.
• Seismic or Vermilion reporting platform experience

ClearBridge Technology Group is an Equal Opportunity Employer.

We Offer Excellent Benefits And Compensation Packages.

The expected base salary range for this role is: 140K-160K per year

The posted range is an estimate, the actual compensation offer will be based on the candidate’s experience, skills, qualifications and will be in line with internal equity.