Data Integrity Specialist, Performance Reporting en Cambridge Investment Research, Inc.

About Us:

Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.

We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.

At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.

Job Summary:

We are seeking a detail-oriented and proactive Performance Reporting Specialist to support operational and service activities within our Performance Reporting team. This role requires strong communication skills and prior customer service experience.  The ideal candidate would possess previous performance and wealth reporting experience, especially with the Albridge/Wove platform.  The candidate needs a strong ability to troubleshoot system-related issues, interface with vendors, and provide training to internal associates and financial professionals. The ideal candidate will be a resourceful problem solver with excellent communication skills, willing to thrive in the financial industry.

The ideal candidate would have experience in the financial industry, with preferred experience in performance reporting software such as Albridge/Wove.  Skilled in problem-solving, troubleshooting, and maintaining accuracy with a keen attention to detail. Strong communicator with excellent presentation abilities, capable of training internal and external customers.  Adept at managing multiple tasks, prioritizing effectively, and thriving in fast-paced environments. Proficient in Microsoft Office Suite and other relevant financial systems.

• 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.

The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.

Compensation: $40,000-$45,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. 

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.