Cambridgeassociates

Cambridgeassociates

Analyst, Data Operations

Dallas

Work authorization requiredDetected 31 days ago
Data AnalysisConfluenceExcelCustomer SupportResearchLeadershipCommunicationProblem Solving

About the role

  • Cambridge Associates ("CA") is a leading global investment firm.
  • Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.
  • Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.

Responsibilities

  • Collaborate with external investment managers to incorporate new investment ideas into internal databases.
  • Utilize expertise in reviewing financial/legal documents such as balance sheets, statement of cashflows, factsheets, attribution exports, offering memorandums, limited partnership agreements, etc. to perform comprehensive analysis.
  • Manage and update assigned portfolios of investment firms using internal databases and tools.
  • Leverage institutional knowledge to develop and deliver high-quality training and documentation.
  • Proactively identify opportunities for process improvements, propose actionable solutions, and implement changes to minimize risks and errors while enhancing efficiency.
  • Utilize Excel to analyze data, generate insights, and support decision-making processes.
  • Partner with IT staff to research and resolve technical issues, ensuring seamless operations and data integrity.
  • Work collaboratively with colleagues to deliver exceptional results and service on small projects and cross-functional teams.

Requirements

  • Bachelor's degree (BA/BS) with 1-2 years of professional experience.
  • Relevant professional experience in finance, operations, data management, data analysis, and/or process improvement.
  • Exceptional verbal and written communication skills with the ability to communicate effectively at all levels.
  • Proven ability to efficiently organize and prioritize tasks to meet deadlines and achieve goals.
  • Excellent customer service orientation, with the ability to understand and meet the needs of clients and stakeholders, providing high-quality support and solutions.
  • Strong sense of responsibility, accountability, attention to detail, and intellectual curiosity.
  • Solid analytical and problem-solving skills.
  • Intermediate to advanced Excel skills, including proficiency with formulas and functions (e.g., IF, AND, OR, NOT, VLOOKUP, HLOOKUP, INDEX-MATCH, AVERAGE, MEDIAN, MODE, STDEV, VAR), Conditional Formatting, Data Validation, Charts, and Pivot Tables.
  • Eligible to work in the U.S. without restriction or sponsorship now and in the future.
  • Base salary range for this role:

Nice to have

  • Experience with Box, Asana, and Confluence is a plus.

Skills

  • Investment manager data forms the backbone of the investment process at Cambridge Associates.

Compensation

  • 60600 Pay Range Maximum:
  • In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
  • Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

Visa & Work Authorization

  • Eligible to work in the U.S. without restriction or sponsorship now and in the future.

This listing is sourced directly from Cambridgeassociates's careers page and normalized into a canonical job model.