Jobs at Cambridge Associates

Maintains Workday human capital data, processes employee transactions, audits records, supports I-9, E-Verify, visa, payroll, and HC inbox operations. Produces workforce reports and analyses, prepares leadership presentations using AI, documents procedures, supports compliance and special projects, and identifies process improvements. Requires strong attention to detail, confidentiality, communication, organization, and advanced Excel and PowerPoint skills.

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.

Oversee private investment fund allocation workflows, compliance adherence, fund closings, and communications among deal teams, GPs, LPs, research, legal, and client services. Manage allocation planning, fund information distribution, subscription timelines, document access, and accurate updates across internal systems. The role also supports client access negotiations, handles GP and LP inquiries, maintains allocation procedures, and coordinates personnel involved in fund and transaction compliance activities.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.