Earnest
Data & Reporting Engineer - Building the Infrastructure Behind Client Reporting
Atlanta, Georgia
Sponsorship not specifiedDetected 39 days ago
PythonSQLData EngineeringData VisualizationAI OrchestrationPipeline ManagementCommunicationPlain LanguageAdaptability
About the role
- 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.
Responsibilities
- Build and maintain pipelines connecting source systems (portfolio, performance, risk) to client reporting outputs, with single-source-of-truth alignment across teams
- 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
- It is an opportunity to help build and evolve the future operating model of the firm.
- We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Requirements
- 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
- 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
Skills
- Deploy AI-assisted tools to accelerate report production - data validation, exception-flagging, and narrative drafting
Compensation
- 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
Benefits
- We offer a competitive total compensation package, including base salary, annual performance bonus, and comprehensive benefits.
Company info
- 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.
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