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.