Home › Companies › 38CBF00EC5A30DD0F5859FC6251BFD31 › Analyst, Fund Operations
Analyst, Fund Operations
38CBF00EC5A30DD0F5859FC6251BFD31 · Tampa, FL - Tampa, FL 33602; 2002 North Tampa St 2nd Floor, Tampa, FL, 33602, USA · Active · Paycom ATS
Job facts
| Field | Value |
|---|---|
| Company | 38CBF00EC5A30DD0F5859FC6251BFD31 |
| Title | Analyst, Fund Operations |
| Normalized title | - |
| Department / team | - |
| Location | Tampa, FL, United States |
| Work model | - |
| Employment type | - |
| Salary | - |
| Status | active |
| ATS provider | Paycom ATS |
| Posted / first seen | 2026-04-24 / 2026-05-31 |
| Changed / last seen | 2026-05-31 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 38CBF00EC5A30DD0F5859FC6251BFD31. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Paycom ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Tampa. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 38CBF00EC5A30DD0F5859FC6251BFD31 |
| Source | 0ea87e31-dcdc-439e-a7fe-28bebd997a87 |
| ATS provider | Paycom ATS |
Description
Description
The Analyst, Fund Operations role oversees third-party sales data providers and partners with Global Relationship Managers to enhance sales effectiveness. The role is responsible for managing, analyzing, and reporting on internal and external data across all DoubleLine products, leveraging Power BI dashboards to identify trends and drive marketing and distribution opportunities, while delivering insights to senior leadership.
Job Functions
Manage day-to-day relationships with third-party sales data providers, ensuring data quality, consistency, and service delivery.
Ensure accuracy and integrity of sales data across multiple platforms through validation, reconciliation, and governance processes.
Identify, scope, and implement data initiatives in collaboration with internal stakeholders and external vendors to enhance analytics capabilities.
Design, develop, and maintain Power BI dashboards tracking net flows, sales pipeline, and client activity to drive actionable insights.
Partner with Global Relationship Managers to execute data-driven sales strategies and targeted client campaigns based on analytical insights.
Support internal and external sales teams by delivering timely, high-quality data and analytics in a fast-paced environment.
Develop and present monthly and quarterly reports to senior leadership, providing high-visibility insights to inform strategic decision-making.
Qualifications
5+ years of experience working with sales data in the financial services industry
Proficient expertise with SQL and data modeling required
Proficient expertise with Power BI and DAX required
General understanding of finance and asset management sales data required
Experience working with third-party sales data sources, such as Broadridge, FINTRX, etc.
Proficient expertise with Salesforce CRM preferred
Proficient user of Microsoft Excel required
Outstanding organizational and project management skills
Team-oriented and possess strong integrity and professionalism
Full job record
| Job ID | 17fc511753aca0f4b48bd4229721bfb5de75eb65 |
| Org ID | 8e3ccd8d-f504-4972-88c4-bc893303bbb7 |
| Source ID | 0ea87e31-dcdc-439e-a7fe-28bebd997a87 |
| Board ID | 0ea87e31-dcdc-439e-a7fe-28bebd997a87 |
| Provider | paycom |
| Provider Job Key | 472128 |
| Title | Analyst, Fund Operations |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Tampa, FL - Tampa, FL 33602; 2002 North Tampa St 2nd Floor, Tampa, FL, 33602, USA |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | FL |
| City | Tampa |
| Salary Raw | Description The Analyst, Fund Operations role oversees third-party sales data providers and partners with Global Relationship Managers to enhance sales effectiveness. The role is responsible for managing, analyzing, and reporting on internal and external data across all DoubleLine products, leveraging Power BI dashboards to identify trends and drive marketing and distribution opportunities, while delivering insights to senior leadership. Job Functions Manage day-to-day relationships with third-party sales data providers, ensuring data quality, consistency, and service delivery. Ensure accuracy and integrity of sales data across multiple platforms through validation, reconciliation, and governance processes. Identify, scope, and implement data initiatives in collaboration with internal stakeholders and external vendors to enhance analytics capabilities. Design, develop, and maintain Power BI dashboards tracking net flows, sales pipeline, and client activity to drive actionable insights. Partner with Global Relationship Managers to execute data-driven sales strategies and targeted client campaigns based on analytical insights. Support internal and external sales teams by delivering timely, high-quality data and analytics in a fast-paced environment. Develop and present monthly and quarterly reports to senior leadership, providing high-visibility insights to inform strategic decision-making. Qualifications 5+ years of experience working with sales data in the financial services industry Proficient expertise with SQL and data modeling required Proficient expertise with Power BI and DAX required General understanding of finance and asset management sales data required Experience working with third-party sales data sources, such as Broadridge, FINTRX, etc. Proficient expertise with Salesforce CRM preferred Proficient user of Microsoft Excel required Outstanding organizational and project management skills Team-oriented and possess strong integrity and professionalism |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | day |
| Source URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=472128&clientkey=38CBF00EC5A30DD0F5859FC6251BFD31 |
| Apply URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=472128&clientkey=38CBF00EC5A30DD0F5859FC6251BFD31 |
| First Seen At | 2026-05-31 19:03:20Z |
| Last Seen At | 2026-06-06 19:07:51Z |
| Last Checked At | 2026-06-06 19:07:51Z |
| Last Changed At | 2026-05-31 19:03:20Z |
| Inactive At | — |
| Source Posted At | 2026-04-24 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=paycom/board=38CBF00EC5A30DD0F5859FC6251BFD31/date=2026-06-06/2026-06-06T19-07-49-658Z-0b955c66e86e5a7772215f393c22a7f76a99a32933a10be6b5edc965572ec6e4.json |
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"description": "<p><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">The Analyst, Fund Operations role oversees third-party sales data providers and partners with Global Relationship Managers to enhance sales effectiveness. The role is responsible for managing, analyzing, and reporting on internal and external data across all DoubleLine products, leveraging Power BI dashboards to identify trends and drive marketing and distribution opportunities, while delivering insights to senior leadership.</span></span></p>\n\n<p> </p>\n\n<p class=\"listheading\" style=\"margin-bottom:8px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-weight:bold;\">Job Functions</span></span></span></p>\n\n<ul>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Manage day-to-day relationships with third-party sales data providers, ensuring data quality, consistency, and service delivery.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Ensure accuracy and integrity of sales data across multiple platforms through validation, reconciliation, and governance processes.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Identify, scope, and implement data initiatives in collaboration with internal stakeholders and external vendors to enhance analytics capabilities.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Design, develop, and maintain Power BI dashboards tracking net flows, sales pipeline, and client activity to drive actionable insights.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Partner with Global Relationship Managers to execute data-driven sales strategies and targeted client campaigns based on analytical insights.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Support internal and external sales teams by delivering timely, high-quality data and analytics in a fast-paced environment.</span></span></span></span></li>\n\t<li class=\"listheading\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:12px;\"><span style=\"font-weight:bold;\"><span style=\"font-weight:normal;\">Develop and present monthly and quarterly reports to senior leadership, providing high-visibility insights to inform strategic decision-making.</span></span></span></span></li>\n</ul>",
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