Jobs at Cambridge Associates

Investment Directors develop diversified portfolios, establish asset allocation strategies, evaluate investment managers and portfolio performance, and advise institutional and private clients. They conduct investment analysis, prepare recommendations and presentations, manage client relationships, support business development, and mentor analyst and associate team members across endowment, foundation, private client, retirement, insurance, and government practices.

Conduct legal and operational due diligence on hedge fund, private equity, and venture capital managers. Review fund organizational documents, summarize terms and risks, identify key provisions, coordinate with investment due diligence teams, contribute to reports and term negotiations, and prepare white papers and spreadsheets. Participate in manager assessments and meetings while supporting accurate, timely research in a collaborative hybrid environment.

Investment Analysts support investment teams by researching capital markets, evaluating investment managers and portfolio data, analyzing asset allocation, spending, and performance, and preparing client presentations and reports. The four-year program provides exposure to diverse asset classes, clients, and investment strategies, with training, mentorship, and opportunities to pursue professional designations.

Performs FP&A for shared services, including budgeting, forecasting, financial modeling, variance analysis, P&L reviews, dashboards, and executive reporting. Partners with corporate leaders to provide financial insights for expense management, scenario planning, and resource allocation. Improves reporting and forecasting processes, promotes AI-powered automation, and works with financial systems teams to optimize enterprise planning tools.

Lead full-cycle recruiting for Shared Services, technology, and Investment Operations roles. Partner with hiring managers on recruiting strategy, source and assess candidates, coordinate interviews, develop offers, and support onboarding handoffs. Build diverse talent pipelines, advise stakeholders on market conditions and compensation, maintain applicant tracking data, and contribute to employer branding, workforce planning, process optimization, and inclusive hiring initiatives.

Coordinates client and prospect coverage for the Middle East and Africa practice. Responsibilities include researching opportunities, responding to RFPs, preparing proposal and PowerPoint materials, planning client meetings, supporting sales discussions, maintaining CRM records, analyzing trends, and collaborating with investment, marketing, legal, finance, and leadership teams. The role requires strong organization, communication, attention to detail, relationship management, and the ability to handle multiple initiatives independently.

Leads business development strategy for Geneva and French-speaking Switzerland, generating and converting opportunities across family offices, private clients, foundations, pensions, and institutional investors. Builds senior relationships with prospects and referral sources, manages the commercial pipeline, represents the firm in the market, and collaborates with investment, client solutions, and marketing teams. Provides market intelligence, maintains CRM discipline, and supports the firm’s long-term growth and presence in Switzerland.

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.

Own technology finance planning, budgeting, forecasting, cost management, financial reporting, and ROI analysis. Build dashboards and financial models, analyze technology spend, support close and audits, and partner with IT, Procurement, Finance, and executives on investment decisions. Lead reporting automation, process improvements, chargeback models, and cost allocation initiatives while translating complex financial information into actionable insights.

Leads the US Private Client Portfolio Implementation Management function, overseeing complex trade implementation and investment portfolio operations. Sets operating standards, improves platforms and processes, manages risk and controls, and drives cross-functional initiatives. Provides escalation support for complex client matters, partners with stakeholders on service models and business development, and leads staffing, succession planning, coaching, mentorship, and team development across regional and functional groups.

Supports business development and client relationship activities for private and institutional investment clients. Coordinates RFPs, proposals, pitch materials, prospect meetings, deadlines, stakeholder inputs, CRM updates, and follow-up actions. Assists with client meeting preparation, relationship management, quality control, and internal collaboration across client directors, investment professionals, and business development teams. The role requires strong organization, communication, project coordination, attention to detail, and interest in investments and private clients.

Supports portfolio implementation and operations for investment teams and clients. Responsibilities include resolving operational inquiries, coordinating portfolio projects, analyzing portfolios, implementing investment decisions, communicating with clients, investment managers, custodians, and internal teams, and maintaining custom portfolio structure exhibits. The role requires strong financial knowledge, attention to detail, problem-solving, organization, communication, prioritization, and proficiency with Excel and Microsoft Office.

Leads investment teams managing complex private client portfolios ranging from $100 million to several billion dollars. Responsibilities include portfolio construction, asset allocation, investment manager selection, risk and performance monitoring, client relationship management, team leadership, mentorship, and new business development. The role engages family members, boards, investment committees, family offices, advisors, and prospective clients while representing the firm in marketing and business development activities.

Produces monthly and quarterly investment performance reports, coordinating data preparation, portfolio administration, reconciliation, quality control, exhibit generation, and performance analysis. Investigates discrepancies, maintains client reporting settings, configures reports, and ensures data accuracy across public and private investments. The role coordinates with offshore contractors, investment and operations teams, internal stakeholders, and clients while supporting department initiatives, training, mentorship, and application development.

Supports treasury operations for client investment portfolios, including trade execution, fund subscriptions and redemptions, cash wire processing, cash reconciliation, and issue resolution. Coordinates with custodians, banks, fund administrators, investment managers, and internal teams. Assists with AML/KYC, operational risk controls, process improvements, project initiatives, and team training while developing expertise in alternative and traditional investment products.

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.

Supports the firm’s global inclusion and community strategy, particularly across APAC and EMEA. Develops cultural awareness programming, learning sessions, employee engagement and volunteerism initiatives, stakeholder partnerships, communications, and community relationships. Translates global priorities into regionally relevant programs, contributes to measurement and reporting, and coordinates projects across multiple workstreams. Requires strong cross-cultural competence, facilitation, communication, judgment, and stakeholder management skills.

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.

Lead sourcing, underwriting, and ongoing monitoring of venture capital managers. Conduct qualitative and quantitative due diligence, produce written assessments, meet with GPs and industry participants, support junior team development, contribute to research and portfolio construction, and represent the firm at industry events.

Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.