Client Results Platform Engineer

TRC Talent Solutions
Atlanta, GA

Client Results Platform Engineer
Location: Atlanta, GA (Hybrid – near The Battery)

The Opportunity
A growing investment management firm is hiring a Client Results Platform Engineer to own the systems and data that determine what clients ultimately see.
This role sits at the core of the client relationship, responsible for ensuring that performance, reporting, and portfolio data are accurate, consistent, and fully defensible. You will build and evolve the platform that powers reconciliations, performance outputs, and reporting integrity.
This is a builder role. You will not inherit a finished system—you will help design and scale it. The mandate is to move from manual, reactive processes to a modern, automated, and intelligence-driven platform using data, automation, and emerging AI capabilities.

What You’ll Do
Own the accuracy of client-facing data

Performance calculations
NAVs and cash flows
Reconciliations and corporate actions
Ensure outputs are consistent, explainable, and audit-ready

Design and evolve the client data platform

Build workflows that connect operations, performance, and reporting
Define data architecture and system design across client results processes
Establish scalable foundations for long-term growth

Develop controls and validation frameworks

Identify and resolve breaks across systems and datasets
Build automated checks and monitoring for key data flows
Shift the function from reactive issue resolution to proactive control

Introduce intelligent systems and automation

Implement tools to detect anomalies and flag exceptions
Explore AI-assisted workflows for reconciliation and validation
Reduce reliance on manual QA and spreadsheet-driven processes

Drive process redesign

Evaluate existing workflows and challenge legacy assumptions
Simplify and standardize processes across teams
Replace fragmented tooling with cohesive, scalable systems

Partner cross-functionally

Work across investment, trading, operations, compliance, and technology
Align stakeholders around a single source of truth for client data
Support broader front-to-back system integration


What You Bring

Experience in investment operations or performance environments

Asset management, hedge funds, or institutional finance
Exposure to performance, NAVs, reconciliations, or client reporting

Strong analytical and problem-solving skills

Ability to trace data issues across systems and identify root causes
Comfort evaluating tradeoffs in complex, evolving environments

Systems and platform mindset

Experience improving workflows, controls, or data architecture
Interest in building systems, not just maintaining processes

Technical fluency (varies by background)

Exposure to data tools, SQL, or workflow automation is a plus
Comfort working alongside engineering teams and data systems

Understanding of the performance lifecycle

How trades, positions, and cash flows translate into client reporting
Where breakdowns occur and how they impact downstream outputs

Strong communication and ownership

Ability to translate data issues into business impact
Willingness to challenge assumptions and drive change


Preferred Experience

Familiarity with financial platforms such as:

FactSet, Bloomberg, Aladdin, Charles River, SimCorp, Advent/Geneva, Eagle, Enfusion, FIS


Exposure to:

Reconciliation processes
Data governance and controls
Workflow automation or process redesign initiatives


Why This Role

Ownership of the data and systems that underpin client trust
Opportunity to rebuild a critical function from the ground up
Direct impact on accuracy, risk, and client experience
Broad exposure across investment, trading, and operational teams
Environment focused on systems thinking, automation, and continuous improvement

Posted 2026-08-07

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