Client Reporting Technical Analyst

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Client Reporting Technical Analyst

Job Category: Data Analysis

Job Location:San Francisco, CA

Senior Consultant, Data Analysis

About Our Firm:

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

About the Opportunity:

GSG 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.

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 pipelines 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.

Requirements:

• Bachelor's degree required.
• 3-7 years of experience in financial services, preferably within a buy-side asset manager supporting client reporting, investment operations, or related data functions.
• Demonstrated understanding of the end-to-end client reporting data flow, including data sourcing from accounting and operations platforms, pipeline transformations, and report distribution.
• Proficiency in SQL and the ability to independently query, analyze, and troubleshoot complex datasets across relational databases or cloud data warehouses (Snowflake preferred).
• Working knowledge of data pipeline concepts, including ingestion patterns, staging layers, transformation logic, and table/schema design.
• 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-structure environment.
• 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.

Employee Benefits:

GSG is excited to offer its consultants excellent compensation and a robust option of benefits which include comprehensive medical, dental, vision and prescription coverage. You will receive company-paid life insurance. In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax contributions that go directly into your 401K. We also care about your pets with several options for pet insurance, discount card and prescriptions.

GSG's Commitment to Diversity:

As a diverse-owned business, GSG is committed to creating a diverse workforce, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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