Jobs at Cambridge Associates

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.

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.

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.

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.

Support Investment Directors in due diligence and monitoring of venture capital and growth equity managers. Conduct manager meetings, analyze strategies and performance, perform reference calls, prepare committee and client materials, monitor market trends, and represent the firm at manager meetings. Provide research and data to client-facing teams and participate in fundraising and portfolio update coordination.

Support senior researchers in qualitative and quantitative analysis of global, non-US, and emerging markets equity managers. Conduct performance and portfolio analysis using FactSet/Bloomberg, attend manager meetings, produce written due diligence and commentary, source and monitor strategies, and serve as an information resource for colleagues and clients.

Drive lead generation and pipeline development across institutional and private client segments in the US Southeast. Build and nurture regional relationships with centers of influence and prospects, represent the firm at industry events, coordinate with internal teams for client onboarding, maintain CRM records, and report regional business development performance to senior leadership.

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.

Senior investment leader responsible for managing private client portfolios ($100M–$bn), driving asset allocation and manager selection, leading client relationships and business development, and mentoring the investment team to deliver top-quartile performance and strong client satisfaction.

Manage investment data for assigned external managers: data collection, entry, quality control, reconciliation, audit support, stakeholder inquiries, application testing, and process improvement within investment operations.

Support Investment Directors with quantitative and qualitative investment research and analysis across public markets, hedge funds, and FX. Prepare client-facing exhibits and presentations, interact directly with clients, and contribute to portfolio assessments, reporting, and process improvements using tools like Excel, Python, and LLMs.

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.

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.

Partner with clients and internal teams to design and manage diversified investment portfolios, perform due diligence and manager selection across asset classes (including alternatives), produce analyses and client materials, present recommendations, lead client relationships, and supervise and mentor analyst/associate team members.

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.

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.

Produce monthly and quarterly client performance reports across public and private asset classes. Coordinate with offshore contractors and internal teams, manage portfolio reporting setups, reconcile and validate data, generate reports via proprietary applications, perform quality control, and respond to stakeholder inquiries.

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.