Client Reporting Operations Specialist

2 weeks ago

Bengaluru, Karnataka, India Tradeweb Full time

Position Summary

We are seeking a detail-oriented and proactive Client Reporting Operations Analyst to oversee the scheduling, monitoring, and delivery of client reports. In this role, you will serve as the key point of contact for managing report distribution workflows, ensuring timely and secure delivery of data to our clients. You will also be responsible for responding to reporting requests and maintaining operational excellence across our reporting infrastructure.

Key Responsibilities

  • Schedule, monitor, and manage the automation and versioning of recurring client reports.
  • Ensure secure and timely delivery of reports via approved channels (e.g., SFTP, email encryption, portals).
  • Track report delivery status, troubleshoot failures, and proactively resolve issues.
  • Respond to internal reporting requests—investigate issues, provide updates, and fulfill client report automation needs.
  • Identify inefficiencies and lead the development of automated solutions.
  • Collaborate with Technology and Cybersecurity teams to ensure secure handling of sensitive client data and build infrastructure-level alerting where needed.
  • Work with data teams to validate the accuracy and formatting of report content.
  • Maintain detailed documentation, including process workflows and user instructions.
  • Troubleshoot and resolve automation errors and scripting bugs.
  • Work independently while effectively coordinating across multiple teams.

Qualifications

  • Bachelor's degree in Computer Science, Information Systems, or a related field.
  • 3+ years of experience in a reporting, workflow automation, operations, or data-focused role.
  • Hands-on experience with Python (e.g., scripting, automation, error handling, logging).
  • Proficient in SQL for querying and transforming data.
  • Experience with scheduling/orchestration tools (e.g., Prefect, or similar).
  • Familiarity with secure file transfer methods (SFTP, encryption) and access controls.
  • Excellent problem-solving and communication skills.
  • Strong attention to detail and accountability for time-sensitive deliverables.

Preferred Qualifications

  • Exposure to BI/reporting tool (e.g. Tableau)
  • Previous experience using Snowflake data warehousing is a plus

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