Investment Operations Analyst: Client Data & Data Quality

Cambridge-Associate; Arlington (TX); On-site; USD 61,000 - 79,000; Full time

Job summary

Cambridge Associates is seeking an Investment Operations Analyst to manage the client data component of the investment data management process for external manager relationships. You will handle data collection, entry, quality checks, analysis and reconciliation while coordinating with internal teams.

You will act as a subject matter expert for data inquiries, investigate discrepancies, and support NDAs and regulatory filings while contributing to testing and efficiency improvements within the

Qualifications

• Bachelor’s degree required; 1 year internship and 1 year work experience in finance preferred.
• Strong written and oral communication, attention to detail, and ability to manage multiple deadlines.

Responsibilities

• Oversee investment data processing for external managers across asset classes and ensure data quality.
• Serve as primary data contact for internal teams and external managers, addressing data needs and discrepancies.
• Audit data in databases and support NDAs, regulatory filings, and compliance-related actions.
• Participate in testing new functions to improve department workflows and train others on best practices.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Time management

Teamwork

Customer service orientation

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Cambridge Associates is seeking an Investment Operations Analyst to manage the client data component of the investment data management process for external manager relationships. You will handle data collection, entry, quality checks, analysis and reconciliation while coordinating with internal teams.

You will act as a subject matter expert for data inquiries, investigate discrepancies, and support NDAs and regulatory filings while contributing to testing and efficiency improvements within the