Cambridge Investment Research, Inc. · 22 hours ago
Data Integrity Specialist, Performance Reporting
Fairfield, IA
Full-time
Hybrid
Entry, Mid Level
$40K/yr - $45K/yrCambridge Investment Research, Inc. is a growth-focused independent broker-dealer that supports financial advisors with industry-leading tools and services. They are seeking a detail-oriented Data Integrity Specialist to support operational and service activities within the Performance Reporting team, requiring strong communication skills and prior customer service experience.
BankingFinanceFinancial Services
Responsibilities
Serve as the primary contact for operational and service activities related to a third party performance reporting system, including troubleshooting issues, managing system activations/deactivations, and providing requested reports
Deliver professional presentations and conduct both formal and informal training sessions via teleconference or occasional in-person meetings, including offsite presentations
Perform system maintenance and manage administrative files, proactively identifying areas for system improvement
Develop and maintain a working knowledge of other company technology systems that interface with departmental systems to effectively troubleshoot inbound inquiries
Qualification
Required
Detail-oriented and proactive
Strong communication skills
Prior customer service experience
Previous performance and wealth reporting experience, especially with the Albridge/Wove platform
Strong ability to troubleshoot system-related issues
Interface with vendors
Provide training to internal associates and financial professionals
Resourceful problem solver
Excellent communication skills
Experience in the financial industry
Skilled in problem-solving and troubleshooting
Maintaining accuracy with keen attention to detail
Strong communicator with excellent presentation abilities
Capable of training internal and external customers
Adept at managing multiple tasks and prioritizing effectively
Thriving in fast-paced environments
Proficient in Microsoft Office Suite and other relevant financial systems
Entry to intermediate level of experience in data entry, troubleshooting, and customer service
Preferred
Experience in performance reporting software such as Albridge/Wove
Benefits
Paid time off
Paid holidays
Floating holidays
Medical
Dental
Vision coverage
Short- and long-term disability
Company-paid life insurance
Volunteer time off
Wellness incentives
Company
Cambridge Investment Research, Inc.
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
Founded in 1981
501-1000 employees
H1B Sponsorship
Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (7)
2023 (6)
2022 (5)
2021 (10)
2020 (13)
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Leadership Team
Amy Webber
President and Chief Executive Officer
Recent News
2026-01-06
2025-12-03
Company data provided by crunchbase