Jobs at Cambridge Associates

Support evaluation of fund secondary, GP-led, and direct secondary transactions: conduct due diligence, build financial models, manage deal flow, meet with industry executives, prepare written investment analysis, and collaborate with colleagues and clients to support transaction and non-transaction projects.

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.

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 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.

Support processing and execution of cash and security transactions for client portfolios managed by the firm. Prepare wires, ETF and mutual fund trades, track executions, reconcile cash breaks, liaise with custodians and service providers, and support Treasury projects while improving controls and processes to reduce risk and increase scalability.

Support global secondaries investment process: source and screen deals, perform industry and portfolio due diligence, build financial models, prepare research and diligence reports, meet with fund and portfolio company executives, collaborate with investment and client teams, and contribute to non-transaction projects. Role includes travel and multi-year development/mentorship.

Support fund accounting and reporting for various fund vehicles by reconciling NAV, positions, cash, and expenses; review administrator-prepared financial statements; assist audits, regulatory filings, cash management, and stakeholder reporting; liaise with administrators, auditors, and internal teams; and perform ad hoc analyses to improve processes.

Senior investment leader responsible for managing and growing institutional and private client business in Hong Kong. Leads portfolio construction, asset allocation, manager selection, performance monitoring, client relationships, and team development. Drives business development and strategic planning in partnership with regional and global teams.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Support portfolio management for clients across Asia: assist with asset allocation, portfolio construction, manager research and selection, quantitative analysis, performance reporting, client Q&A, and regional business development including RFPs and pitch materials.

Drive client acquisition and growth in the Southeast by developing business development strategies, identifying and engaging prospects (endowments, foundations, pensions, private clients), managing relationships, updating CRM, coordinating with investment, client service and marketing teams, representing the firm at events, and mentoring junior staff to support firm-wide growth objectives.

Lead business development and client engagement for global insurance within the RIG practice. Conduct research, respond to RFPs, prepare proposal and briefing materials, coordinate meetings and rehearsals, update CRM, support regional brand-building and events, and collaborate with investment, marketing, legal, and finance teams to drive revenue and client growth.

Manage and validate investment manager data, engage with external managers and vendors, update internal databases, investigate and resolve data exceptions, support cross-functional requests, lead outsourced data entry quality, create training/documentation, identify process improvements, and use Excel and IT partnerships to ensure data integrity.

Support Investment Directors with capital markets and manager research, prepare client presentations and due diligence reports, participate in fund manager meetings, interface with clients, and contribute to investment strategy and portfolio construction analysis, with emphasis on Private Investments.

Provide high-level administrative support to Investment Directors and team, including extensive calendar management, complex travel booking, meeting logistics, preparing materials and correspondence, research, expense and timesheet reconciliation, CRM and Box file management, virtual meeting support, mentoring junior admin staff, and special projects while maintaining confidentiality and firm standards.

Lead and manage bespoke investment portfolios for ultra-high-net-worth clients, driving asset allocation, manager selection, risk management, performance monitoring, client engagement, team leadership, and business development. Serve as senior investment leader and mentor while building referral networks and representing the firm externally.

Support 6–10 client portfolios with quantitative and qualitative analysis, prepare presentations and investment memos, reconcile performance reporting, perform attribution analysis, review manager portfolios, and assist with investment transactions and client requests while managing multiple projects.

Serve as the front-line receptionist supporting Arlington workplace operations: greet visitors, manage calls and badges, coordinate catering and meetings, maintain common areas and vendor/contact records, assist with new-hire orientations, and report facilities/IT issues to staff to ensure smooth daily operations and excellent customer service.

Manage a 15-20 person client reporting team, overseeing operations, workload allocation, training, performance management, and process improvements. Coordinate with investment, operations, IT, and clients to resolve issues, run department projects, and ensure timely, high-quality reporting and client service.