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:
The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team’s involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.Job Description:
Portfolio Implementation Management (PIM) concentrates on four core areas:
- Portfolio operations central point of contact for investment teams and other internal stakeholders
- Act as Internal Advocate for the client for all portfolio operations tasks and inquiries
- Problem resolution and additional support for client portfolios
- Implementation of investment ideas to execute desired portfolio structure
Portfolio Implementation Management’s Key Objectives:
- Provide superior client and investment team service
- Seek opportunities to improve investment team efficiency and organization
- Ensure accurate and timely client/investment team deliverables
- Be innovative and solution-oriented
- Promote clear and concise communication to all relevant parties
- Critical thinking and management of competing deadlines
The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:
- Investigate and answer operationally driven client and investment team inquiries.
- Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
- Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
- Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
- Develop and maintain custom portfolio structure exhibits for investment team and client use.
QUALIFICATIONS
- BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
- The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
- Superior and demonstrated problem-solving, analytical, and organizational skills.
- Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.
- Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
- Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus
Base salary range for this role:
Pay Range Minimum:
77400Pay Range Maximum:
100600In 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
- BS/BA degree
- 3+ years of experience in the financial services industry
- Experience in portfolio-related operations
- Knowledge of alternatives, particularly private equity and hedge funds
- Excellent oral and written communication skills
- Strong attention to detail and accountability
- Problem-solving, analytical, and organizational skills
- Ability to work independently and collaboratively; project management and prioritization skills
- Strong interest in and general knowledge of investments and financial concepts
- Proficiency with Microsoft Excel and familiarity with Microsoft Office
- Experience with Bloomberg and FactSet
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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