FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Data Operations Analyst
Cambridge Associates. Establish and cultivate professional relationships with external investment managers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis and data management, with strong capabilities in investment data calculation methodologies such as TWR, IRR, and Modified Dietz. Proficient in Excel for data analysis and process improvement, while effectively collaborating with cross-functional teams and external stakeholders.
Highest-signal resume keywords
Investment Data Calculation MethodologiesExcel Data AnalysisFinancial Document ReviewProcess ImprovementCustomer Service Orientation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
TWR CalculationIRR CalculationModified Dietz CalculationData ManagementData AnalysisFinancial AnalysisProcess ImprovementExcel FunctionsExcel Pivot TablesExcel Conditional Formatting
Soft Skills
Verbal CommunicationWritten CommunicationAttention to DetailProblem-SolvingOrganizational Skills
Tools & Technologies
BoxAsanaConfluence
Industry Keywords
FinanceInvestment ManagementData IntegrityClient ServicesPortfolio Management
About the role
Key responsibilities & impact- Establish and cultivate professional relationships with external investment managers
- Collaborate with investment managers to incorporate new investment ideas into internal databases
- Apply TWR, IRR, and Modified Dietz investment data calculation methodologies
- 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, client teams, and research departments to fulfill requests
- Investigate and resolve issues and exceptions with internal and external stakeholders
- Provide guidance and oversight for outsourced data-entry functions
- Develop and deliver training and documentation
- Identify and implement process improvements to minimize risks and errors and improve efficiency
- Use Excel to analyze data, generate insights, and support decision-making
- Partner with IT to resolve technical issues and ensure data integrity
- Collaborate on small projects and cross-functional teams
Requirements
What you’ll need- Bachelor’s degree (BA/BS)
- 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
- Excellent customer service orientation
- Ability to organize and prioritize tasks efficiently
- Strong responsibility, accountability, attention to detail, and intellectual curiosity
- Solid analytical and problem-solving skills
- Intermediate to advanced Excel skills, including formulas and functions, 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