Client Reporting Analyst — Data Quality & Portfolio Reporting

Cambridge Associates; Dallas (TX); On-site; USD 64,000 - 83,000; Full time

Benefits offered by this job

2-week onboarding training

Structured mentorship

Support for CFA/CAIA/CIPM

Team-based environment

Community service events

Job summary

Cambridge Associates is seeking an Analyst for the Client Reporting Group. You will handle monthly and quarterly performance reporting across asset classes, coordinating with offshore contractors and internal teams to ensure accurate data, setup client profiles, and maintain data integrity.

This operation-focused role offers mentorship and exposure to a robust data platform. You will work with cross-functional teams, perform quality assurance, and contribute to report generation for external

Qualifications

• Bachelor’s degree required with 1 year of internship/work experience; GPA 3.0 preferred.
• Ability to operate in a highly productive, customer service-oriented environment.
• Strong attention to detail and organizational skills; manage multiple deadlines.
• Effective written and oral communication skills.
• Ability to work independently and in a team.

Responsibilities

• Coordinate with offshore contractors to complete reporting tasks while overseeing client work.
• Collaborate with operations groups to finalize report preparation and data readiness.
• Own client portfolio administration and maintain performance reporting profiles in proprietary apps.
• Investigate and resolve data gaps and ensure monthly data integrity via QA processes.
• Conduct portfolio reconciliation of all underlying investment data for report generation.
• Configure and generate total portfolio and private investment reports via proprietary apps.

Skills

Customer service

Attention to detail

Organizational skills

Written and oral communication

Teamwork

Excel

Education

Bachelor’s degree (any major) and 1 year of related internship and work experience; minimum GPA 3.0

Tools

Microsoft Office Suite

Excel

Job description

Cambridge Associates is seeking an Analyst for the Client Reporting Group. You will handle monthly and quarterly performance reporting across asset classes, coordinating with offshore contractors and internal teams to ensure accurate data, setup client profiles, and maintain data integrity.

This operation-focused role offers mentorship and exposure to a robust data platform. You will work with cross-functional teams, perform quality assurance, and contribute to report generation for external