Data & Reporting Engineer Building the Infrastructure Behind Client Reporting
Job Location:
Atlanta, GA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
We are a global investment management firm reimagining what the next-generation investment organization should look like. As artificial intelligence automation data systems and evolving market structure reshape the industry we believe the traditional asset management operating model is due for reinvention.
We are investing aggressively in the people infrastructure workflows and technologies that will define that future model one that is more intelligent adaptive scalable and integrated across investing trading operations and decision-making.
Data and reporting sit at the operational core of that evolution. The firms ability to communicate performance deliver institutional-grade client reporting and act on information depends on the quality speed and integrity of our data infrastructure a genuine competitive advantage.
This is an environment for builders problem-solvers and intellectually curious operators who want to help shape the future state of the investment industry.
We are seeking a Data & Reporting Engineer to own the full lifecycle of institutional client reporting from data validation and pipeline management through the production and delivery of client-facing performance packages.
This role sits at the intersection of data engineering and institutional reporting. You will work across our data platform and reporting infrastructure to ensure clients receive accurate timely well-structured performance information and that the systems producing it keep improving.
The ideal candidate understands both the technical plumbing behind data and what that data ultimately communicates to a client. You are equally comfortable writing a SQL validation query and redesigning a report layout that makes attribution easier to read. You want to improve the process not just execute it.
This opportunity is intended for someone who wants to build more than a career. It is for an ambitious professional who wants to help build an enduring Fintech company.
- Redesign and automate reporting workflows. Map monthly quarterly and annual cycles identify manual steps and bottlenecks and build auditable replacements in Python and SQL questioning whether steps should exist at all not just improving them in place.
- Build and maintain pipelines connecting source systems (portfolio performance risk) to client reporting outputs with single-source-of-truth alignment across teams.
- Deploy AI-assisted tools to accelerate report production data validation exception-flagging and narrative drafting.
- Own end-to-end production of client deliverables performance attribution account summaries consultant reporting packages accountable for accuracy and on-time delivery.
- Maintain reporting databases and reference tables resolving discrepancies and enforcing data-governance standards.
- Design client report templates and presentation formats for clarity and usability.
- Partner with Investment Product Management Technology and Compliance teams to gather requirements fulfill custom client reporting requests and coordinate cross-functional delivery.
- Experience in data analytics or reporting within financial services asset management or a similarly data-intensive environment.
- Hands-on proficiency in SQL and Python for data extraction validation transformation and workflow automation at production-grade level rather than ad hoc queries.
- Familiarity with investment data concepts (performance attribution positions risk) and an understanding of how data integrity failures affect what clients see and how they interpret it.
- Comfort working across reporting and data visualization tools including AI-native environments and a bias toward adopting better approaches over established ones.
- Exposure to financial data platforms such as FactSet Bloomberg FIS or similar with comfort navigating the messiness of real-world data environments.
- Strong analytical mindset with the ability to identify inefficiencies evaluate tradeoffs and propose solutions rather than surface problems.
- Clear written and verbal communication with the ability to translate technical findings into plain language for investment operations and client-facing stakeholders.
Experience with workflow orchestration ETL tooling or AI-assisted automation is a plus but curiosity adaptability and a learning orientation matter more than any single technical skillset.
We operate in a high-accountability environment where the work is consequential. We value individuals who take ownership communicate proactively and follow through consistently.
We are particularly interested in people energized by change: those who want to rethink established processes experiment thoughtfully with new technologies and help shape how a modern investment organization operates.
This is not simply a maintenance role within an established framework. It is an opportunity to help build and evolve the future operating model of the firm.
Required Experience:
IC
About Company
We offer a competitive total compensation package: base salary, annual performance bonus, and comprehensive benefits. Compensation reflects experience, capabilities, and the ownership and impact associated with the role, and will be discussed in detail during the interview process.
