Investment Document Operations Specialist

Duke Careers

Durham (NC)

Hybrid

USD 65,000 - 80,000

Full time

9 days ago
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

DUMAC, Inc. is seeking a Document Operations Specialist in Durham, NC, to support the operational backbone of an investment organization affiliated with Duke University.

You will ensure accurate capture, organization, and delivery of critical investment documents across our technology ecosystem. The role emphasizes document management, data integrity, and collaboration with Finance, Operations, Legal, and Investments teams to improve workflows and reporting.

Qualifications

  • Bachelor's degree or higher in a related field.
  • Experience improving processes, automation, or requirements gathering.
  • Experience creating or maintaining reports/dashboards using Excel/Power BI/SharePoint.
  • 1+ year in document management, operations, or data administration.
  • Experience with business systems, document repositories, or data tools.

Responsibilities

  • Monitor daily document activity and validate flow from Canoe to Backstop.
  • Investigate discrepancies and ensure document accuracy.
  • Apply naming conventions, tagging, and classification for accessibility.
  • Collaborate with stakeholders to keep documents organized and aligned.

Skills

Attention to detail
Data integrity
Communication
Technical aptitude
Process improvement

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
Microsoft 365

Job description

DUMAC, Inc. is seeking a Document Operations Specialist in Durham, NC, to support the operational backbone of an investment organization affiliated with Duke University.

You will ensure accurate capture, organization, and delivery of critical investment documents across our technology ecosystem. The role emphasizes document management, data integrity, and collaboration with Finance, Operations, Legal, and Investments teams to improve workflows and reporting.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Investment Document Operations Specialist
Investment Document Operations Specialist

Duke University • Durham (NC)

On-site
USD 65,000 - 80,000
Medical and dental benefits
Generous retirement benefits
Document Operations & Data Integrity Specialist
Document Operations & Data Integrity Specialist

Duke Clinical Research Institute • Durham (NC)

On-site
USD 65,000 - 80,000
Document Operations Specialist DUMAC, Inc.
Document Operations Specialist DUMAC, Inc.

Duke Careers • Durham (NC)

Hybrid
USD 65,000 - 80,000
Document Operations Specialist DUMAC, Inc.
Document Operations Specialist DUMAC, Inc.

Duke University • Durham (NC)

On-site
USD 65,000 - 80,000
Medical and dental benefits
Generous retirement benefits
Document Operations Specialist DUMAC, Inc.
Document Operations Specialist DUMAC, Inc.

Duke Clinical Research Institute • Durham (NC)

On-site
USD 65,000 - 80,000
Quantitative Associate: Data-Driven Investment Strategist
Quantitative Associate: Data-Driven Investment Strategist

Duke Careers • Durham (NC)

On-site
USD 125,000 - 140,000
Medical and dental benefits
Retirement benefits
Family-friendly programs
Document Specialist
Document Specialist

Triad Financial Services, Inc. • Jacksonville (FL)

On-site
USD 45,000 - 55,000
Quantitative Associate
Quantitative Associate

Duke PF • Durham (NC)

On-site
USD 125,000 - 140,000
Comprehensive medical and dental care
Generous retirement benefits
Family-friendly and cultural programs
Document Control Specialist
Document Control Specialist

Cutera • Raleigh (NC)

On-site
USD 55,000 - 85,000
Document Controls Specialist
Document Controls Specialist

Integrated Resources Inc. • SOUTH PLAINFIELD (NJ)

On-site
USD 60,000 - 80,000