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Senior Investment Operations Analyst

3 months ago

Arlington, Virginia, United States Cambridge Associates Full time

CAREERS THAT CHANGE THE WORLD

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work

OUR CLIENTS

Cambridge Associates believes our clients come first .

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

OUR PEOPLE

Cambridge Associatesbelieves we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.

But enough about us. Tell us about YOU

o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?

o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?

o Do you strive to work in an environment that encourages innovation and teamwork?

o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?

o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?

o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

Senior Investment Operations Analyst

The Opportunity

Investment Operations Analysts within the Enterprise Data Client Data Team are responsible for the client data aspect of the investment data management process for an assigned set of external investment manager relationships. The data management process includes coordination with multiple internal teams, data processing, investment manager profile administration, audit and due diligence support, quality control, and data reconciliation. The position is operations focused and supports numerous internal stakeholder groups and internal and external CA applications.

Operations Analysts and Senior Operations Analysts are expected to cultivate specialized domain knowledge and work independently, with the capability to self-direct to achieve daily, weekly, and monthly operational goals. Additionally, Senior Analysts are anticipated to mentor junior team members and lead by example.

Primary Responsibilities

§ Oversee investment data processing for a designated group of external investment managers within both traditional and alternative asset classes. This encompasses data and document collection, data entry, quality checks, analysis, and reconciliation.

§ Act as the primary investment data contact for assigned external investment managers, addressing all data processing needs on behalf of internal groups and external data contacts.

§ Serve as a subject matter expert for internal stakeholders, handling time-sensitive inquiries related to the covered universe, including investigating data discrepancies/gaps, and answering questions about investment data processes and policies.

§ Provide dedicated quality control support for all tasks performed by team members across the broader team.

§ Audit investment manager data in proprietary databases, including historical data reconciliation and conducting ad hoc reviews.

§ Independently support the firm's financial services/compliance requirements, including (but not limited to) actions in accordance with NDAs, collection of annual regulatory filings, and error resolution.

§ Participate in application and new functionality testing on behalf of the broader department to ensure effective implementation.

§ Identify inefficiencies in the current operations model and take a leadership role in collaborating with team members to implement process improvements.

Additional Responsibilities

§ Lead the coordination, content creation, communication, and process adherence for complex processes and projects at both the team and department levels.

§ Serve as a 1-to-1 mentor for new hires during their first three months, providing support and guidance in areas such as process best practices, methodology, domain knowledge, application proficiency, overseeing the quality of deliverables, and identifying/addressing learning gaps.

§ Lead the development and/or delivery of training sessions for new hires and ongoing training for existing team members on best practices and processes.

§ Support internal staff and lead discussions with investment teams and clients on complex performance methodologies and investment instruments.

§ Participate in application and new functionality testing on behalf of the broader department to ensure effective implementation.

Qualifications

§ Bachelor's degree (any major) and 1-3 years of related internship and work experience (finance degrees a plus)

§ The ability to operate in a highly-productive, customer service-oriented environment

§ A keen eye for detail, strong organizational skills and ability to manage multiple deadlines

§ Effective written and oral communication skills and ability to communicate with internal parties at all levels

§ The ability to work both independently and collectively to ensure the overall success of the team

§ Prior experience working in an offshore staff augmentation model a plus

§ An interest in finance and desire to learn more about the operational side of investments industry

§ Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel (high proficiency a plus)

§ Eligibility to work in the U.S. without sponsorship or restriction now and in the future

We Offer

§ Comprehensive benefits program

§ Learn about institutional client investment portfolios and alternative assets investing

§ Available internal transfer opportunities for high performers

§ Opportunities to collaborate with diverse colleagues

§ Access to robust data platforms covering traditional and alternative investments asset classes

§ Participation in onboarding program that acclimates new team members to the firm and job responsibilities

§ Support and sponsorship for professional designations such as CFA, CAIA, CIPM etc.

§ Opportunities to join our community service activities and participate in recreational leagues

Want to learn more?

Click HERE to learn more about how Cambridge Associates lives our firm values every day. )

Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. )

Click HERE to learn more about our commitment to Corporate Social Responsibility. )

EQUAL OPPORTUNITY EMPLOYMENT

The firm is committed to the concept and practice of equal employment opportunity, and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.