Document Operations & Data Integrity Specialist

Duke Clinical Research Institute; Durham (NC); On-site; USD 65,000 - 80,000; Full time

Job summary

DUMAC, Inc. seeks a Document Operations Specialist to support the operational foundation of one of the nation's leading university investment organizations.

You will become a trusted expert in how critical investment documents are captured, organized, classified, and delivered across DUMAC's technology ecosystem. You'll monitor daily document activity, validate flow from Canoe to Backstop, investigate discrepancies, maintain tracking logs, and collaborate with Finance, Operations, Legal, and

Qualifications

• Bachelor's degree in Business, Finance, Information Management, Information Systems, Library and Information Science, Operations, or a related field.
• Experience contributing to process improvement, workflow enhancements, automation initiatives, user acceptance testing, or requirements gathering.
• Experience creating or maintaining reports, dashboards, or tracking tools using Excel, SharePoint, Power BI, or similar platforms.
• One year or more of experience in document management, operations, data administration, investment operations, or a comparable detail-oriented operational role.
• Experience working with business systems, workflow platforms, document repositories, or data management tools.
• Strong attention to detail and commitment to data accuracy.
• Experience communicating with external clients, vendors, partners, or service providers to obtain information or resolve issues.
• Demonstrated technical aptitude and the ability to learn and troubleshoot multiple software platforms.

Responsibilities

• Monitor daily document activity and validate the successful flow of documents and associated data from Canoe to Backstop.
• Investigate discrepancies, resolve exceptions, and ensure document accuracy and completeness.
• Apply established naming conventions, tagging standards, and classification structures to maintain document quality and accessibility.
• Partner with internal stakeholders to ensure documents remain organized, searchable, and aligned with business requirements.
• Maintain document tracking logs, reporting calendars, and missing document records.
• Monitor expected reporting schedules and proactively follow up on missing documentation from external investment managers.
• Produce recurring operational reports that provide visibility into document status, ingestion volumes, exceptions, and outstanding items.
• Support audit, reporting, and period-end activities by ensuring required documentation is available and complete.

Skills

Process improvement

Reporting tooling

Document management

Stakeholder communication

Technical aptitude

Education

Bachelor's degree in Business, Finance, Information Management, Information Systems, Library and Information Science, Operations, or related field

Tools

Canoe

Backstop

Excel

SharePoint

Power BI

Job description

DUMAC, Inc. seeks a Document Operations Specialist to support the operational foundation of one of the nation's leading university investment organizations.

You will become a trusted expert in how critical investment documents are captured, organized, classified, and delivered across DUMAC's technology ecosystem. You'll monitor daily document activity, validate flow from Canoe to Backstop, investigate discrepancies, maintain tracking logs, and collaborate with Finance, Operations, Legal, and