Earnest

Earnest

Data & Reporting Engineer - Building the Infrastructure Behind Client Reporting

Atlanta, Georgia

Sponsorship not specifiedDetected 131 days ago
PythonSQLData EngineeringData VisualizationAI OrchestrationPipeline ManagementCommunicationPlain LanguageAdaptability

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Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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Files H-1B transfers

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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

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

Company info

  • About The Firm We are a global investment management firm reimagining what the next-generation investment organization should look like.
  • 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.
  • 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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