Client Reporting Technical Analyst (client reporting, Seismic, Vermilion, SQL)

Diligente Technologies; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Diligente Technologies in San Francisco, CA is seeking a hands-on Technical Analyst to design, troubleshoot, and continually improve client reporting technology within a financial services setting.

Role emphasizes end-to-end data flow, data governance, and platform integration with Seismic or Vermilion. Strong problem solving and stakeholder management are essential in a lean, high-ownership environment.

Qualifications

• 3–7 years of experience in financial services.
• Experience in buy-side/asset management preferred.
• Background in client reporting or financial data functions.
• Strong understanding of data pipelines, warehouses, and data lineage.
• Hands-on Seismic and/or Vermilion experience desired.

Responsibilities

• Own end-to-end client reporting data flow from sourcing to distribution.
• Support reporting for institutional, intermediary, and internal stakeholders.
• Work with reporting platforms such as Seismic or Vermilion.
• Troubleshoot production reporting incidents and data anomalies.
• Analyze data quality issues and map upstream dependencies.
• Translate business reporting requirements into technical specs.
• Document data lineage, pipeline logic, and metadata dictionaries.
• Support platform upgrades, UAT, and SDLC activities.
• Contribute to data governance with Ataccama or Collibra.
• Drive reporting enhancements and data quality improvements.
• Provide ad hoc data analysis for client deliverables and filings.

Skills

SQL

Data analysis

Stakeholder management

Troubleshooting

Problem solving

Tools

Seismic

Vermilion

Snowflake

Ataccama

Collibra

Job description

Immediate Opportunity - Client Reporting Technical Analyst

We are seeking a hands-on Technical Analyst to support the design, delivery, troubleshooting, and continuous improvement of Client Reporting technology within a financial services environment.

Location: San Francisco, CA - 4 days onsite/week

Note: This role needs more hands-on SQL/pipeline work, data integrations, and platform experience with Seismic, Vermilion, or Snowflake

What You'll Do

• Own and understand the end-to-end client reporting data flow, from data sourcing and ingestion through transformation, report generation, and distribution.
• Support reporting across institutional, intermediary, and internal stakeholders.
• Work with reporting platforms such as Seismic or Vermilion.
• Manage and troubleshoot production reporting incidents, data anomalies, pipeline failures, and delivery exceptions.
• Analyze data quality issues, identify root causes, and map upstream data dependencies.
• Translate business reporting requirements into technical data and platform specifications.
• Document data lineage, pipeline logic, table/schema structures, metadata, and data dictionaries.
• Support platform upgrades, integrations, UAT, and SDLC activities.
• Contribute to data governance initiatives using platforms such as Ataccama or Collibra.
• Drive reporting enhancements, automation opportunities, and data quality improvements.
• Provide hands‑on ad hoc data analysis supporting client deliverables, regulatory filings, and business initiatives.

Ideal Background

• 3-7 years of experience in financial services.
• Experience within a buy-side / asset management environment strongly preferred.
• Background in client reporting, investment operations, reporting technology, or financial data functions.
• Strong understanding of data pipelines, data warehouses, data flows, schemas, and data lineage.
• Hands‑on experience with Seismic and/or Vermilion is highly desirable.
• Exposure to Ataccama, Collibra, data governance, metadata management, and UAT is a plus.
• Strong troubleshooting, analytical, stakeholder management, and problem‑solving skills.
• Self‑starter comfortable working in a lean, high‑ownership environment.