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:
As a unit of the Compliance Department, the Portfolio Compliance Associate is responsible for monitoring portfolios managed by Cambridge Associates Outsourced Chief Investment Officers (OCIOs) for compliance with the firm and client’s investment guidelines.Job Description:
Primary Responsibilities
• Establishing a thorough understanding of client investment policy statements, the policies of Cambridge Associates and CA Capital Management
• Creating and maintaining appropriate Excel models to monitor portfolio compliance both pre - and post-trade
• Ensuring all transaction-based compliance issues are properly investigated, documented, and incorporated into monthly reports
• Assist the Portfolio Compliance Manager in proposing policy amendments to address identified risks and/or inefficiencies
• Working with other departments within the firm to complete various regulatory filings in a timely manner
Secondary Responsibilities
• Serving as a policy resource to members of the investment, legal, management and operational teams
• Providing coverage for absent Portfolio Compliance team members
• Staying abreast of industry trends through personal research, networking, and conference attendance
• Performing other ad hoc requests as assigned
Qualifications
• 1 - 3 years of relevant work experience within the financial services industry, preferably in an investment compliance or audit environment
• Bachelor’s degree in business, finance, or related field with a record of high academic achievement
• Advanced proficiency in Microsoft Excel
• Strong quantitative, analytical, and communication skills, as well as a keen attention to detail
• Familiarity with the major asset classes and their role in an investment portfolio
• Prior experience with Charles River, Bloomberg AIM, or Eze Castle compliance software is a plus, but not required
• Demonstrated problem solving skills, multi-tasking abilities, and sound judgment
• A demonstrated ability to work independently and as part of a team
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.
Base salary range for this role:
Pay Range Minimum:
66800Pay Range Maximum:
86800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
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.
Skills Required
- 1-3 years relevant work experience in financial services, preferably investment compliance or audit
- Bachelor's degree in business, finance, or related field with strong academic record
- Advanced proficiency in Microsoft Excel
- Strong quantitative, analytical, and communication skills, with keen attention to detail
- Familiarity with major asset classes and their role in portfolios
- Prior experience with Charles River, Bloomberg AIM, or Eze Castle compliance software
- Demonstrated problem solving, multitasking abilities, and sound judgment
- Ability to work independently and as part of a team
Cambridge Associates Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cambridge Associates and has not been reviewed or approved by Cambridge Associates.
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Healthcare Strength — Healthcare coverage is described as comprehensive, with plans that cover nearly everything including alternative medicines. The broader health, dental, and vision offering is positioned as generous and locally competitive with substantial employer support.
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Parental & Family Support — Parental leave is positioned as fully paid upon hire, alongside broad leave and time-off policies. Backup child, elder, and pet care adds practical support for caregiving responsibilities.
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Retirement Support — Retirement benefits include employer contributions, with references to matching in some plan descriptions. Employer-paid life and disability coverage further strengthens the financial protection portion of the package.
Cambridge Associates Insights
What We Do
We are a global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception in the 1980s has been a primary driver of performance for institutional investors. Today, we deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates. Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. Working with some of the world’s most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve, and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
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