Data Operations Analyst

Cambridge Associates

. Establish and cultivate professional relationships with external investment managers .

Posted 10/8/2026full-timeDallas • Texas • United StatesJunior💰 $60,600 - $78,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment data analysis and management, utilizing methodologies such as TWR, IRR, and Modified Dietz. Proficient in Excel for data analysis and capable of fostering professional relationships with external investment managers while ensuring high-quality client support.

Highest-signal resume keywords

Investment Data AnalysisExcel ProficiencyFinancial Document ReviewProcess ImprovementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

TWRIRRModified DietzExcel FormulasData AnalysisData ManagementFinancial AnalysisProblem-SolvingAttention to DetailProcess Improvement

Soft Skills

Verbal CommunicationWritten CommunicationCustomer Service OrientationOrganizational SkillsAccountability

Tools & Technologies

BoxAsanaConfluence

Industry Keywords

FinanceInvestment ManagementData IntegrityStakeholder EngagementPortfolio Management

About the role

Key responsibilities & impact

Establish and cultivate professional relationships with external investment managers
Collaborate with external investment managers to incorporate new investment ideas into internal databases
Apply investment data calculation methodologies such as TWR, IRR, and Modified Dietz for data entry and analysis
Review financial and legal documents, including balance sheets, statements of cash flows, factsheets, attribution exports, offering memorandums, and limited partnership agreements
Manage and update assigned investment firm portfolios using internal databases and tools
Coordinate with investment operations staff, client teams, and research departments to fulfill requests
Investigate and resolve issues and exceptions with internal and external stakeholders
Provide guidance, leadership, and oversight for outsourced data entry functions
Develop and deliver training and documentation
Identify and implement process improvements to minimize risks and errors and enhance efficiency
Use Excel to analyze data, generate insights, and support decision-making
Partner with IT to research and resolve technical issues and maintain data integrity
Collaborate on small projects and cross-functional teams

Requirements

What you’ll need

Bachelor’s degree (BA/BS) with 1-2 years of professional experience
Relevant professional experience in finance, operations, data management, data analysis, and/or process improvement
Exceptional verbal and written communication skills with the ability to communicate effectively at all levels
Excellent customer service orientation, with the ability to understand and meet the needs of clients and stakeholders, providing high-quality support and solutions
Proven ability to efficiently organize and prioritize tasks to meet deadlines and achieve goals
Strong sense of responsibility, accountability, attention to detail, and intellectual curiosity
Solid analytical and problem-solving skills
Intermediate to advanced Excel skills, including proficiency with formulas and functions (e.g., IF, AND, OR, NOT, VLOOKUP, HLOOKUP, INDEX-MATCH, AVERAGE, MEDIAN, MODE, STDEV, VAR), Conditional Formatting, Data Validation, Charts, and Pivot Tables
Experience with Box, Asana, and Confluence is a plus
Eligible to work in the U.S. without restriction or sponsorship now and in the future

Benefits

Comp & perks

Annual performance-based bonus
Comprehensive, competitive benefits package