Teams at Cambridge Investment Research

Defines enterprise target-state architecture and multi-year technology roadmaps across application, data, integration, cloud, and infrastructure domains. Leads architecture governance, review boards, standards, and decision records while guiding modernization, API-first integration, data governance, responsible AI, security, resilience, and regulatory alignment. Partners with executives, engineers, compliance, risk, vendors, and audit teams, and mentors architects and senior engineers.

Supports the Legal Department through legal and regulatory research, contract review and drafting, memorandum and presentation preparation, risk assessment, data analysis, and special projects. Collaborates with attorneys and business stakeholders while gaining exposure to in-house contracts, compliance, risk management, and operational matters.

Provides phone, email, and consultative support for financial professionals using CIRStatements. Resolves reporting, performance calculation, account data, integration, and platform issues; delivers training; investigates data integrity concerns; collaborates with custodians, vendors, clearing firms, and internal teams; supports testing, documentation, account maintenance, and process improvements.