Client Data Platform Engineer
Location: Atlanta, GA
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $100,000 - $140,000 Per Year
Category: Financial Services
Job Description Apply Now
The role of a Client Data Platform Engineer is central to maintaining the integrity, accuracy, and reliability of client-facing data in the investment management industry. As a Client Data Platform Engineer, you will be responsible for designing, building, and evolving the technology platform that supports essential functions such as performance reporting, portfolio data reconciliation, and operational integrity. This position requires a strategic mindset, a passion for automation, and a deep understanding of data processes in investment operations. The firm is seeking candidates who are driven to innovate, eager to reimagine legacy systems, and comfortable working at the intersection of technology and finance.
Located in Atlanta, GA, this full-time opportunity offers a unique chance to influence the future of client data management by transitioning from manual, reactive workflows to a highly automated, intelligence-driven platform. The Client Data Platform Engineer will collaborate with cross-functional teams including investment, trading, operations, compliance, and technology, ensuring that all client data outputs are consistent, accurate, and audit-ready.
This is a builder role where you will not simply maintain existing infrastructure but will help architect, develop, and scale the platform from the ground up. You will be empowered to bring fresh perspectives, challenge traditional processes, and introduce cutting-edge technologies, including automation and artificial intelligence, to drive efficiency and quality.
Your contributions as a Client Data Platform Engineer will directly impact the client experience by ensuring high standards of data accuracy and transparency. You will play a pivotal role in establishing robust data controls, validation frameworks, and automated monitoring solutions to proactively identify and resolve data discrepancies. In addition, you will partner with various teams to align all stakeholders around a unified source of truth for client reporting, supporting seamless integration across the firm's front-to-back systems.
If you are passionate about building scalable systems, enjoy solving complex data challenges, and are committed to delivering excellence in client reporting, this opportunity offers broad exposure and significant career development. Thrive in an environment that values continuous improvement, systems thinking, and collaborative problem-solving. Apply now to become an integral part of a mission-driven team focused on redefining the future of client data management in investment operations.
Client Data Platform Engineer - Summary- Design, build, and evolve a modern client data platform for investment management operations.
- Transition manual processes to automated, intelligence-driven workflows using innovative technologies.
- Ensure performance, reporting, and portfolio data are accurate, consistent, and explainable.
- Collaborate cross-functionally to deliver trusted, audit-ready client data outputs.
- Own the accuracy of all client-facing data, including performance calculations, NAVs, and cash flows.
- Build and maintain reconciliations and corporate actions to ensure data reliability.
- Design workflows that connect operations, performance, and reporting functions.
- Define and implement scalable data architecture and system designs.
- Develop controls and validation frameworks to proactively identify and resolve data breaks.
- Introduce automated checks, monitoring, and intelligent anomaly detection systems.
- Leverage AI-assisted workflows to enhance reconciliation and validation processes.
- Redesign and standardize processes, replacing outdated tools with cohesive solutions.
- Partner across investment, trading, operations, compliance, and technology teams.
- Support integration of front-to-back systems to create a unified platform for client data.
- Competitive compensation package, commensurate with experience and industry standards.
- Comprehensive benefits including healthcare, retirement plans, and paid time off.
- Opportunity for professional growth and advancement within a dynamic investment management firm.
- Access to a collaborative work environment focused on innovation and continuous improvement.
- Hybrid work flexibility, offering a blend of in-office and remote work opportunities.
- Experience in investment operations, asset management, hedge funds, or institutional finance.
- Background in performance reporting, NAVs, reconciliations, or client reporting.
- Strong analytical and problem-solving skills with the ability to trace and resolve data issues across complex systems.
- Experience with data tools, SQL, or workflow automation is highly desirable.
- Familiarity with financial platforms such as FactSet, Bloomberg, Aladdin, Charles River, SimCorp, Advent/Geneva, Eagle, Enfusion, or FIS is a plus.
- Understanding of the performance lifecycle and its impact on client reporting.
- Excellent communication skills and a demonstrated sense of ownership in driving change.
- Proactive systems thinker with a passion for building and scaling data platforms.
- Comfortable operating in dynamic, evolving environments with complex data flows.
- Demonstrated ability to transform legacy processes using automation and intelligent technologies.
- Collaborative, solutions-oriented mindset with strong stakeholder management skills.
- Motivated to directly impact client outcomes through data quality and operational excellence.
- The role is based in Atlanta, GA, offering the advantages of working in a vibrant financial services community with access to major industry resources and networking opportunities.
- Join a mission-driven firm committed to transparency, innovation, and delivering exceptional client results through state-of-the-art technology platforms.
- Equal Opportunity Employer (EEO): All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
If you are ready to advance your career as a Client Data Platform Engineer and contribute to a high-impact, collaborative team, click the job application button to apply today!