Analyst, Data Operations

Cambridge Associates LLC; Arlington (VA); On-site; USD 60,600 - 78,800; Full time

Job summary

Cambridge Associates LLC seeks an investment data analyst in Arlington, VA, to manage relationships with external managers and analyze investment data. The ideal candidate will hold a Bachelor’s degree and have 1-2 years of relevant experience.

The role offers a salary range of $60,600 to $78,800 annually, with eligibility for bonuses and a comprehensive benefits package, emphasizing equal employment opportunity.

Qualifications

• 1-2 years of professional experience in finance, operations, or data management.
• Exceptional verbal and written communication skills.
• Ability to meet client needs effectively.

Responsibilities

• Establish and cultivate relationships with external investment managers.
• Review and analyze financial documents for accuracy.
• Coordinate with teams to address client requests.

Skills

Communication skills

Data analysis

Excel proficiency

Customer service orientation

Organizational skills

Analytical problem-solving

Education

Bachelor’s degree (BA/BS)

Tools

Excel

Box

Asana

Confluence

Job description

Cambridge Associates ("CA") is a leading global investment firm that helps endowments, foundations, pension plans, and ultra‑high net worth clients implement and manage custom investment portfolios.

Investment manager data forms the backbone of the investment process at CA. Data Operations, within Global Operations, plays a key role in managing trading, investment manager reporting, and document databases.

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.
• Apply expertise in investment data calculation methodologies such as TWR, IRR, and Modified Dietz for accurate data entry and comprehensive analysis.
• Review financial/legal documents (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.
• Investigate and resolve issues and exceptions independently by engaging with internal and external stakeholders.
• Provide guidance, leadership, and oversight for outsourced data entry functions to ensure quality and accuracy.
• Develop and deliver high‑quality training and documentation leveraging institutional knowledge.
• Identify opportunities for process improvements, propose actionable solutions, and implement changes to minimize risks and errors while enhancing efficiency.
• Use 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 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, understanding and meeting the needs of clients and stakeholders.
• 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 formulas, functions (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: $60,600 – $78,800 per year. The position is eligible for an annual performance‑based bonus and a comprehensive benefits package. Actual placement within the range will be determined based on skills, experience, and qualifications, as well as internal equity.

The firm is committed to equal employment opportunity and does not discriminate based on race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. All employees are expected to uphold this policy toward co‑workers.