

Diligente Technologies
Client Reporting Technical Analyst (client Reporting, Asset Mgmt)
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Client Reporting Technical Analyst in San Francisco, CA, requiring 3-7 years of financial services experience, preferably in asset management. Key skills include data pipelines, Seismic/Vermilion expertise, and data governance knowledge. Contract length and pay rate are unspecified.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
August 14, 2026
🕒 - Duration
Unknown
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🏝️ - Location
On-site
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📄 - Contract
Unknown
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🔒 - Security
Unknown
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📍 - Location detailed
San Francisco, CA
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🧠 - Skills detailed
#"ETL (Extract #Transform #Load)" #Metadata #Lean #Data Analysis #Data Management #Data Warehouse #Automation #Collibra #UAT (User Acceptance Testing) #Data Pipeline #Data Quality #Data Governance #Data Lineage
Role 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
⏱️ Priority: Immediate requirement
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.
📩 Interested candidates: Please share your updated resume and relevant experience in client reporting/data technology.
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
⏱️ Priority: Immediate requirement
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.
📩 Interested candidates: Please share your updated resume and relevant experience in client reporting/data technology.






