Client Reporting Technical Analyst

Job Description

Job Description

Evolver is seeking a technically proficient Technical Analyst to support the design, delivery, and continuous improvement of Client Reporting technology. This role will be an expert on the end-to-end client reporting data flow - from upstream data ingestion and pipeline management through to final report generation and distribution - ensuring accuracy, timeliness, and operational resilience across all reporting channels.

The ideal candidate brings hands-on experience with reporting platforms like Seismic or Vermilion, a strong command of data pipelines and warehouse structures, and a working knowledge of the broader investment operations data ecosystem. This role is well suited for a self-starter who can independently diagnose data issues, partner with technology and business teams, and drive continuous improvement in a lean, high-ownership environment.

Location:  Must be able to work on-site in SF 4 days a week.

Key Responsibilities

• Subject matter expert on end-to-end client reporting workflow, from data sourcing and transformation through report generation and distribution across institutional, intermediary, and internal stakeholders.
• Develop deep familiarity with report templates, delivery schedules, and client-specific data requirements across standard and custom reporting packages.
• Manage and triage production report incidents, proactively identifying and resolving failures, data anomalies, or delivery exceptions prior to client impact.
• Collaborate with stakeholders to translate business reporting requirements into technical data and platform specifications.
• Maintain a thorough understanding of the client reporting data flow - from source systems (vendor system, internal data warehouse) through ingestion, transformation, and final report output.
• Support and troubleshoot data pipeline feeding reporting platforms, including identifying root causes of data quality issues, mapping upstream data dependencies, and coordinating resolution with data and platform teams.
• Document data lineage, pipeline logic, and table/schema structures for client reporting datasets, contributing to a maintainable and auditable data environment.
• Support platform upgrades, integrations, and UAT testing as part of the broader SDLC process.
• Contribute to data governance practices including metadata documentation, data dictionary maintenance, and lineage tracking within platforms such as Ataccama or Collibra.
• Maintain and prioritize a backlog of reporting enhancements, automation opportunities, and data quality improvements.
• Provide hands-on support for ad hoc data requests and analysis in support of client deliverables, regulatory filings, and business initiatives.

Basic Qualifications

• 5 years of experience in financial services, preferably within a buy-side asset manager supporting client reporting, investment operations, or related data functions.
• 5 years of experience of end-to-end client reporting data flow, including data sourcing from accounting and operations platforms, pipeline transformations, and report distribution.
• 5 years of experience with SQL and the ability to independently query, analyze, and troubleshoot complex datasets across relational databases or cloud data warehouses (Snowflake preferred).
• 5 years of experience with data pipeline concepts, including ingestion patterns, staging layers, transformation logic, and table/schema design.
• Bachelor's degree required.

Preferred Qualifications

• 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.
• 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-structured environment.

Evolver is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Actual salary will depend on factors such as skills, qualifications, experience, market and work location. The client offers benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. The salary for this position in San Francisco Bay Area is $140,000.00 - $160,000.00

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