Associate, Client Solutions

Firm Overview:

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.  Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.  For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

Due to continued success, Cambridge Associates is excited to hire a client solutions associate to join our Middle East & Africa (MEA) practice. This will primarily be a desk-based job as opposed to a heavily client-facing external role. The client solutions associate will work closely with the MEA Senior Director in Client Solutions and broader client solutions team, the MEA Practice Head, and specific investment teams within Practice to coordinate coverage of available opportunities which includes conducting basic research on opportunities, responding to request for proposals (RFPs), creating introductory materials in PowerPoint, and tracking all activity and recording it in a CRM system. The position requires a great deal of teamwork and collaboration within Cambridge Associates. The individual should be capable of simultaneously handling a large number of efforts that require the utmost attention to detail.

Job Description:

Key Responsibilities:

• Develop a complete understanding of Cambridge Associates’ investment services, processes and philosophy and passionately articulate the firm’s capabilities with internal constituents
• Work closely with the MEA Senior Director client solutions as well as client solutions colleagues and investment teams to map ecosystem – clients, prospects, influencers (T&E attorneys, CPAs, other family office advisors)
• Conduct background research on potential and actual opportunities
• Coordinate with Client Solutions Directors and investment teams to execute engagement and outreach plan across clients, prospects, and COIs
• Participate in prospective client and client calls and write briefing documents. Evaluate opportunities and apply business acceptance criteria to meet business goals for revenue growth and profitability
• Write proposal letters and respond to RFPs
• Prepare PowerPoint materials for meetings with clients, prospective clients, and influencers
• Schedule and plan for prospective client meetings with investment teams
• Coordinate client and prospect meeting rehearsals with investment teams to ensure effective sales discussions
• Update CRM system and report on trends
• Work collaboratively and in close partnership with colleagues at Cambridge Associates spanning various groups including client solutions, marketing, firm & practice leadership, investment directors, legal, and finance
• Proactively share industry trends, lessons learned, and information on competitors with colleagues at Cambridge Associates

Qualifications:

• Excellent client solutions experience within the institutional investment industry
• Outstanding communication (written and verbal) and interpersonal skills
• Strong listening and organizational skills
• Attention to detail
• Ability to operate independently with a high level of direct responsibility while also partnering effectively with both fellow client solutions team members and investment teams
• The ability to strive for results, setting and achieving goals
• Capable of managing long-term relationships
• Undergraduate degree is required
• Existing network in the MEA region is a plus

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.