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.
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