Jobs at Cambridge Associates

Support portfolio implementation by acting as central operational contact for clients and investment teams. Investigate inquiries, coordinate ad-hoc projects, execute investment decisions with managers/custodians, provide supplemental portfolio analysis, and maintain custom portfolio structure exhibits to ensure accurate, timely deliverables and improved team efficiency.

Lead senior relationship manager for a Texas regional portfolio, delivering coordinated investment consulting and client service, driving client retention and regional business development, representing the firm in market outreach, mentoring junior colleagues, and collaborating cross-functionally to meet growth and client satisfaction goals.

Support business development and client relationship activities for the Private Client Practice, including managing RFPs, drafting proposals and pitch materials, coordinating prospect and client meetings, maintaining CRM records, and ensuring timely follow-through across stakeholders. Contribute to process improvements and special projects to enhance the client experience.

Support transactional accounting and close activities for prepaids, cash, and fixed assets. Prepare/post journal entries, reconciliations, amortization, depreciation, and audit support. Assist month‑end/quarter/year‑end close, financial reporting, ad‑hoc analyses, and process improvement initiatives under US GAAP.

Conduct qualitative and quantitative research and due diligence on private equity funds; analyze fund strategy, performance, terms, and portfolios; source opportunities and track via Salesforce; monitor managers, lead reference calls, strengthen ESG analytics, and produce investment recommendations and reports used firm-wide and by clients. Participate in meetings and travel domestically.

Lead sales enablement content strategy, create and govern sales collateral in Loopio and Seismic, develop playbooks and training, support high-priority proposals, collaborate with marketing, investment teams, and stakeholders, and measure content adoption and impact to improve business development effectiveness.

Support Investment Directors in diligence and monitoring of venture capital and growth equity managers. Attend fundraising and on-site meetings, analyze manager performance and terms, conduct reference calls, prepare materials and market updates, and represent the firm at manager meetings.

Support daily cash management, payments, reconciliations, forecasting, and banking administration across domestic and international entities. Execute electronic payments, resolve banking discrepancies, prepare treasury reports and journal entries, assist audits, document controls, and support process improvements and cross-functional treasury projects.

Review and oversee tax compliance deliverables (K-1s, returns, allocations), coordinate with internal teams and external providers, manage tax cycles, resolve notices and audits, perform tax research, and support special projects for fund tax matters.

Serve as strategic HR partner to assigned business units, advising leaders on talent, performance, employee relations, organizational design, change management, and HC analytics. Lead initiatives to improve organizational effectiveness, coach managers, manage investigations and disciplinary actions, track workforce KPIs, and collaborate across HR to deliver integrated people solutions.

Execute and manage trade lifecycles, handle subscriptions/redemptions, support AML/KYC and treasury activities, maintain client data and communications, master trading tools, collaborate across teams, participate in projects, and train colleagues to ensure accurate, timely investment operations for EMEA and APAC clients.

Manage and validate investment manager data, liaise with external managers and internal teams, perform calculations (TWR, IRR, Modified Dietz), resolve data issues, oversee outsourced data entry, create documentation and training, and drive process improvements using Excel and internal tools.

Conduct qualitative and quantitative research on global, non‑US, and emerging markets equity managers; perform performance and portfolio analysis using FactSet/Bloomberg; attend manager meetings; produce written due diligence reports and commentaries; source and monitor investment ideas; support investment directors and clients with data, analysis, and recommendations.

Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.

Review and reconcile NAV, positions, capital calls/distributions, fund expenses and cash; validate fee and waterfall calculations; liaise with fund administrators, custodians, auditors and clients; prepare audit schedules and draft financial statements; ensure compliance with governing documents and accounting standards; support process improvements and automation; serve as primary contact for fund accounting inquiries.

Support Manager Research by coordinating research information, triaging requests, running queries and reports, maintaining multiple databases and inboxes, managing operational processes, and facilitating communications across research teams. Contribute to projects, troubleshoot reporting needs, and ensure data accuracy and timely delivery in a deadline-driven hybrid environment.

Serve as the primary relationship manager for a portfolio of institutional and private clients in the San Francisco region, driving retention and new business, coordinating tailored investment solutions with internal teams, leading proposals and onboarding, mentoring associates, and meeting targets for client satisfaction and net revenue growth.

Support APAC HR operations including onboarding/offboarding, HRIS record maintenance, payroll and benefits administration, immigration and government filings (Singapore), reporting, and HCBP project support. Handle confidential employee information, coordinate training, assist with employee queries, and improve HR processes to ensure a seamless employee experience.

Support execution of subscription, redemption, and asset transfer workflows for discretionary and advisory clients. Coordinate with investment managers, custodians, fund administrators, and legal to ensure documentation, AML/KYC compliance, and post-trade reporting are complete. Maintain accurate client account records, monitor portal activity, prepare ad hoc reporting, and communicate with third-party service providers to meet transaction and client objectives.

Produce monthly and quarterly performance reports for client portfolios, input and reconcile data, generate exhibits and benchmarks, perform quality control, track portfolio cash flows and private investment commitments, analyze variances versus benchmarks, respond to data requests, and provide client-focused reporting recommendations to investment teams.