Client Reporting & Data Integrity Analyst

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

Benefits offered by this job

Onboarding program

Mentorship

Education support

Benefits package

CFA/CAIA/CIPM study support

Job summary

Cambridge Associates LLC is seeking an Analyst in the Client Reporting Group to manage monthly and quarterly performance report production across asset classes. You will coordinate with offshore contractors, ensure data integrity, and support multiple internal groups and external clients.

The role is operations-focused with back/middle-office responsibilities, offering mentorship, CFA/CAIA/CIPM support, and ongoing learning opportunities within a team-based environment.

Qualifications

• Bachelor’s degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred.
• The ability to operate in a highly productive, customer service-oriented environment.
• Effective written and oral communication skills.

Responsibilities

• Coordinate with offshore contractors to complete reporting tasks while overseeing client work.
• Collaborate with other operations groups on report prep including transactions, data readiness, and benchmark updates.
• Own client portfolio administration and maintain reporting profiles in proprietary applications.

Skills

Data analysis

Attention to detail

Communication skills

Teamwork

Customer service

Education

Bachelor’s degree

Tools

Microsoft Excel

Job description

Cambridge Associates LLC is seeking an Analyst in the Client Reporting Group to manage monthly and quarterly performance report production across asset classes. You will coordinate with offshore contractors, ensure data integrity, and support multiple internal groups and external clients.

The role is operations-focused with back/middle-office responsibilities, offering mentorship, CFA/CAIA/CIPM support, and ongoing learning opportunities within a team-based environment.