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HomeCompanies38CBF00EC5A30DD0F5859FC6251BFD31Analyst, 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

FieldValue
Company38CBF00EC5A30DD0F5859FC6251BFD31
TitleAnalyst, Fund Operations
Normalized title-
Department / team-
LocationTampa, FL, United States
Work model-
Employment type-
Salary-
Statusactive
ATS providerPaycom ATS
Posted / first seen2026-04-24 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

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City jobsActive postings in Tampa.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company38CBF00EC5A30DD0F5859FC6251BFD31
Source0ea87e31-dcdc-439e-a7fe-28bebd997a87
ATS providerPaycom 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 ID17fc511753aca0f4b48bd4229721bfb5de75eb65
Org ID8e3ccd8d-f504-4972-88c4-bc893303bbb7
Source ID0ea87e31-dcdc-439e-a7fe-28bebd997a87
Board ID0ea87e31-dcdc-439e-a7fe-28bebd997a87
Providerpaycom
Provider Job Key472128
TitleAnalyst, Fund Operations
Normalized Title
Statusactive
Activeyes
Location TextTampa, FL - Tampa, FL 33602; 2002 North Tampa St 2nd Floor, Tampa, FL, 33602, USA
Department
Team
Employment Type
Workplace Type
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CountryUnited States
RegionFL
CityTampa
Salary RawDescription 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 Periodday
Source URLhttps://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=472128&clientkey=38CBF00EC5A30DD0F5859FC6251BFD31
Apply URLhttps://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=472128&clientkey=38CBF00EC5A30DD0F5859FC6251BFD31
First Seen At2026-05-31 19:03:20Z
Last Seen At2026-06-06 19:07:51Z
Last Checked At2026-06-06 19:07:51Z
Last Changed At2026-05-31 19:03:20Z
Inactive At
Source Posted At2026-04-24 00:00:00Z
Source Updated At
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