Data & Automation Specialist

Work & Co

Data & Automation Specialist delivering automation solutions for investor reporting workflows in a quantitative investment firm. Collaborating with multiple teams to enhance operational efficiency and data management.

Posted 6/25/2026full-timeSan Juan • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Hybrid work environment
Collaborative and technology-driven culture
Opportunity to work alongside cross-functional teams in Finance, Engineering, Operations, and Research

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data operationsautomationtechnical operationsdata pipelinesreporting systemsdatabase conceptsSQLPythonMicrosoft Excel

Soft Skills

communication skillscollaborationproject managementcross-functional teamwork

Certifications

Bachelor’s degree