Team Lead, Data Operations

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 Associates believes 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?

THE OPPORTUNITY

Team Lead, Data Operations - Liquidity

Investment manager data forms the backbone of the investment process at Cambridge Associates. The Liquidity Tracker and Shells Team within Data Operations plays an integral role in managing the firm’s trading and investment manager reporting databases. As a Team Lead of the Liquidity Tracker and Shells Team, you will oversee a small team of Analysts and Associates focused on the set-up, maintenance, and accuracy of entities on the firm’s proprietary liquidity database. Team Leads work closely with the Data Operations Team Management Team to turn strategy and goals into action and measurable results. Team Leads train, support, guide, coach, problem solve, and make first line decisions that directly impact the firm’s internal operations and service for our clients. Team Leads are also instrumental in driving departmental progress by implementing process improvements and leading cross-functional projects to advance the business.

Responsibilities:

· Oversee the operations of a small team under the direction of a Manager.

· Manage up by promptly escalating potential problems, risks, and performance concerns to Manager.

· First-level supervisor responsible for resolving issues with internal stakeholders and external investment managers.

· Develop training materials/plans and onboard new staff.

· Use comprehensive knowledge of team best practices, industry standards, and data calculation methodologies to provide day-to-day support to staff.

· Provide guidance, leadership, and oversight for outsourced data entry functions to ensure quality and accuracy.

· Work with Managers to scope new initiatives, organize work, and delegate tasks to Associates.

· Hold weekly check-ins with team members to communicate updates and weekly targets.

· Monitor progress towards ad-hoc, quarterly, and annual team goals.

· Hold team members accountable by providing direct and timely feedback and coaching.

· Collaborate with Team Leads and Management on department meeting and quarterly goals update presentations.

· Participate in the Analyst and Associate recruitment process by interviewing job candidates and sharing feedback.

· Independently execute the most complex components of the Associate role, ensuring high-quality outcomes.

· Independently lead cross-functional department teams to drive process improvements and advance business objectives.

Qualifications

· Bachelor’s degree (BS/BS) with 3+ years relevant professional experience in finance, operations, data management, data analysis, and/or process improvement.

· Lead-by-example individual with a demonstrated interest in operations management, people management, leadership, and coaching.

· Exceptional verbal and written communication skills with the ability to communicate confidently at all levels.

· Proven ability to improve processes, produce data-driven analysis, and create engaging presentation materials.

· Proven ability to independently organize and prioritize tasks to meet deadlines and achieve goals.

· Excellent customer service orientation, with the ability to understand and meet the needs of clients and stakeholders, providing high-quality support and solutions.

· Strong sense of responsibility, accountability, and urgency.

· 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. 

Want to learn more?

Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)

Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)

Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/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.