Factsheet Reporting Solutions Specialist
Core
Design, build, test, and release client-facing factsheet templates and components for investment funds, handling data integration, automation, and complex change requests.
Role type
Senior IC reporting solutions specialist (financial services)
Builds
Factsheet templates, reusable components, data mappings, and reporting automation workflows
Domain
Financial services / Investment fund reporting
Required skills
SQL (stored procedures, optimization), reporting platform expertise (SimCorp, Crystal Reports, Qlik, Power BI), data modeling, requirements analysis, solution design, testing, automation scripting
Preferred skills
Financial services domain knowledge (performance, portfolio, risk, ESG), programming/scripting experience, technical configuration
Technologies
SimCorp Client Reporting, Crystal Reports, Qlik, Power BI, Microsoft SQL Server
Responsibilities
Design and version factsheet templates with charts, tables, and conditional content; translate client change requests into functional solutions; write and optimize SQL queries for data extraction and validation; build batch and distribution automation workflows; execute structured testing and manage defects for production handover
Seniority
Senior, hands-on IC
