About the Opportunity
Our client is a leading quantitative investment firm at the forefront of data-driven innovation and technology. By combining advanced research, sophisticated engineering, and collaborative problem-solving, the organization develops cutting-edge solutions that power scalable investment operations and reporting capabilities. This is an exciting opportunity to join a highly analytical, fast-paced environment where your contributions will directly impact operational efficiency, automation, and reporting infrastructure across the business.
Position Summary
The Data and Automation Specialist will play a key role in scoping, coordinating, and delivering automation initiatives for core investor reporting workflows. This position combines technical expertise, project management, and cross-functional collaboration to build and maintain data infrastructure and automation solutions that support investor and counterparty reporting processes.
Reporting to the Investor Reporting Manager, this role partners closely with teams across Investor Relations, Finance, and Engineering to improve reporting scalability, efficiency, and operational effectiveness.
This is a hybrid work environment position.
Responsibilities
Scope, coordinate, and deliver automation solutions for investor, lender, and counterparty reporting workflows.
Support the development and maintenance of in-house automation tools and reporting solutions.
Serve as the primary liaison between Client Service & Reporting and software engineering teams.
Translate reporting and operational requirements into technical specifications for engineering teams.
Partner with engineering teams to integrate internal and third-party data sources.
Support the design and implementation of database infrastructure to organize and surface reporting data.
Contribute to product launches by representing reporting and data requirements.
Participate in firmwide technology and data initiatives supporting reporting operations.
Collaborate cross-functionally with Finance, Engineering, Trading Operations, Client Research, and other internal teams.
Qualifications
2+ years of experience in data operations, automation, technical operations, or related roles within financial services, asset management, hedge funds, or similar environments.
Demonstrated experience managing cross-functional projects involving technical and non-technical stakeholders.
Strong understanding of data pipelines, reporting systems, and database concepts.
Hands-on experience with SQL, Python, or similar data and automation tools preferred.
Experience collaborating with software engineering teams and translating business requirements into technical solutions.
Excellent written and verbal communication skills.
Intermediate to advanced Microsoft Excel skills required.
Ability to work effectively with diverse teams across Finance, Engineering, Operations, and Research functions.
Bachelor's degree in a quantitative, technical, or related field, or equivalent practical experience.
Work Environment
Hybrid work environment
Collaborative and technology-driven culture
Opportunity to work alongside cross-functional teams in Finance, Engineering, Operations, and Research
Equal Employment Opportunity Statement
Our client is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, or any other characteristic protected by applicable federal, state, or local laws.