Top 29 Cambridge Associates Jobs

Analyst, Data Operations
Cambridge Associates LLC —Dallas, TX
- $60,600 - $78,800 a year
- Full-time
- Customer service
- Bachelor of Science
- Mid-level
Treasury Specialist
Cambridge Associates LLC —Boston, MA
- $70,200 - $91,300 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
12d
Fund Accounting Analyst, Fund Solutions
Cambridge Associates LLC —Boston, MA
- $81,200 - $105,600 a year
- Full-time
- Word processing
- Mid-level
- Office
Fund Solutions, Senior Tax Associate
Cambridge Associates LLC —Boston, MA
- $81,200 - $105,600 a year
- Full-time
- Microsoft Excel
- CPA
- Research
12d
Investment Analyst - Public Equities
Cambridge Associates LLC —Boston, MA
- $80,000 - $88,500 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Senior Team Assistant
Cambridge Associates LLC —San Francisco, CA
- $81,070 - $105,380 a year
- Full-time
- Oracle
- Microsoft Outlook
- Writing skills
Workplace Receptionist
Cambridge Associates LLC —Arlington, TX
- $49,900 - $64,900 a year
- Overtime
- Microsoft Outlook
- Office
- Associate's degree
Investment Analyst, Venture Capital
Cambridge Associates LLC —Boston, MA
- $80,000 - $88,500 a year
- Full-time
- Bachelor of Science
- Writing skills
- Research
12d
Analyst, Transaction Services
Cambridge Associates LLC —Boston, MA
- $63,700 - $82,800 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Investment Managing Director
Cambridge Associates LLC —Boston, MA
- $240,000 a year
- Full-time
- 11+ years
- Office
- Analysis skills
Senior Client Director, GCS-Business Development and Relationship Management (Private Clients)
Cambridge Associates LLC —Boston, MA
- $181,500 - $246,800 a year
- Full-time
- 11+ years
- Office
- Project management
Investment Analyst, Private Equity
Cambridge Associates LLC —Boston, MA
- $80,000 - $88,500 a year
- Full-time
- Mid-level
- Office
- Analysis skills
6d
Investment Managing Director, Private Client
Cambridge Associates LLC —Boston, MA
- $295,000 a year
- Full-time
- Bachelor of Science
- 11+ years
- Office
Senior Client Director, Global Client Solutions
Cambridge Associates LLC —San Francisco, CA
- $181,500 - $246,800 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
Associate Director, Sales Enablement
Cambridge Associates LLC —Boston, MA
- $101,900 - $136,500 a year
- Full-time
- Marketing
- 5 years
- Finance
7d
Senior Client Director
Cambridge Associates LLC —Dallas, TX
- $181,500 - $246,800 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
4d
Information Associate
Cambridge Associates LLC —Boston, MA
- $63,700 - $82,800 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
Senior Investment Director
Cambridge Associates LLC —Boston, MA
- $181,500 - $246,800 a year
- Full-time
- Bachelor of Science
- Research
- Office
Director, Client Implementation and Transitions
Cambridge Associates LLC —Boston, MA
- $136,600 - $183,000 a year
- Full-time
- Microsoft Excel
- Office
- Analysis skills
Investment Director
Cambridge Associates LLC —Boston, MA
- $136,600 - $183,000 a year
- Full-time
- Bachelor of Science
- Office
- Business development experience

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Analyst, Data Operations

Cambridge Associates LLC -
Dallas, TX

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Job Details

Full-time
$60,600 - $78,800 a year

Qualifications

VLOOKUP function
Customer communication
Data validation techniques
Customer service
Bachelor's degree
Data-driven problem-solving
Financial data analysis tools
Excel data analysis

Full Job Description

Firm Overview:

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

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. For more information, please visit www.cambridgeassociates.com .

Job Description Summary:

Investment manager data forms the backbone of the investment process at Cambridge Associates. Data Operations, within Global Operations, plays an integral role in managing the firm’s trading, investment manager reporting, and document databases. Analysts ensure the accuracy and integrity of data, handle various data-related internal requests, and support the research process and investment operations. A core component involves relationship management, working closely with investment managers and third-party vendors to facilitate data exchange and resolve issues. Analysts drive departmental progress by identifying and implementing process improvements and executing cross-functional projects to advance the business.

Job Description:

Responsibilities:

Represent the firm by establishing and cultivating professional relationships with external investment managers.
Collaborate with external investment managers to incorporate new investment ideas into internal databases.
Utilize expertise in investment data calculation methodologies such as TWR, IRR, and Modified Dietz for accurate data entry and comprehensive analysis.
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.
Coordinate with investment operations staff, client teams, and research departments to address and fulfill various requests.
Independently investigate and resolve issues and exceptions by engaging with both internal and external stakeholders.
Provide guidance, leadership, and oversight for outsourced data entry functions to ensure quality and accuracy.
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.

Qualifications

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.
Excellent customer service orientation, with the ability to understand and meet the needs of clients and stakeholders, providing high-quality support and solutions.
Proven ability to efficiently organize and prioritize tasks to meet deadlines and achieve goals.
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.
Experience with Box, Asana, and Confluence is a plus.
Eligible to work in the U.S. without restriction or sponsorship now and in the future.

Base salary range for this role:

Pay Range Minimum:

60600

Pay Range Maximum:

78800

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.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

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Refine Your Search

Cambridge Associates jobs

Analyst, Data Operations

Treasury Specialist

Fund Accounting Analyst, Fund Solutions

Fund Solutions, Senior Tax Associate

Investment Analyst - Public Equities

Senior Team Assistant

Workplace Receptionist

Investment Analyst, Venture Capital

Analyst, Transaction Services

Investment Managing Director

Senior Client Director, GCS-Business Development and Relationship Management (Private Clients)

Investment Analyst, Private Equity

Investment Managing Director, Private Client

Senior Client Director, Global Client Solutions

Associate Director, Sales Enablement

Senior Client Director

Information Associate

Senior Investment Director

Director, Client Implementation and Transitions

Investment Director

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