Research Analyst Jobs

About The Position

Requirements

• Two or more years of related experience, education, and/or training.
• A customer-first mindset and an empathetic, kind approach to helping others.
• Technical troubleshooting skills, including resolving access issues such as password resets.
• Comfort navigating and working in spreadsheets.
• Familiarity with Microsoft Copilot, Excel, Outlook, Gmail, Smarsh, and Redtail.
• Strong verbal communication skills.
• A resourceful, curious approach, with the ability to learn quickly, find the right resources, and ask the right questions.

Responsibilities

• Provide financial professionals with technology and troubleshooting support for archiving and encrypted email and social media provisioning.
• Set up new user access in software systems used to conduct supervisory email review.
• Run reports and analyze data within compliance software systems.
• Collaborate with outside vendors to troubleshoot and resolve problems.
• Educate financial professionals on maintaining confidentiality when sending client information via email.
• Ensure internal and external users adhere to applicable policies and procedures.
• Provide compliance-related customer service, track open issues, and follow up consistently to ensure they are resolved.
• Communicate with internal and external customers and supply information as requested by management, company associates, and financial professionals.
• Build and maintain positive relationships with financial professionals by delivering excellent service and exemplifying Cambridge core values.
• Organize and maintain departmental information, including spreadsheets, database software, and standard operating procedures.
• Identify and promote opportunities to improve processes, share best practices, and increase efficiency.
• Serve as a knowledge leader and mentor within the department through training, coaching, and answering questions.
• Maintain working knowledge of industry compliance topics, procedures, issues, and concerns.
• Cross-train on other department responsibilities as identified by management.

Benefits

• Premium benefits package including medical, vision, dental, life, and long-term disability insurance.
• Vacation and sick time.
• 401(k) retirement plan with company matching program.
• Eleven paid holidays.