Investment Analyst Program
POSITION SPECIFICS
Location of Position: Dallas, TX
Start Date: July 15, 2024
Program Length: Four-year program; option to apply internally for any open positions as program completion approaches
Required for Application: Resume, Cover Letter and Unofficial Transcript
Office Requirement: Investment Analysts are required to be in their assigned office 12-16 days per month
Base Pay/Salary: $80,000 / year; Additionally, offer includes sign-on bonus and you will be eligible to participate in firm's Annual Performance Bonus program.
INVESTMENT ANALYST PROGRAM
Investment Analysts (IAs) collaborate with Investment Directors to provide investment and capital markets research, analysis, and advice to our clients. The position involves quantitative analysis, as well as a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. In this role, IAs will gain broad exposure to asset classes and investment strategies, while being exposed to clients and deepening their investment knowledge. There also may be opportunities to serve in a specialist role, focused on hedge funds or private investments, during tenure in the Investment Analyst Program.
Responsibilities:
- Work as part of an investment team in the Private Client Practice alongside Investment Directors and co-IAs to assess investment managers' portfolios and support client requests and questions
- Direct responsibility for 10 to 15 clients
- Gather and evaluate historical asset allocation, spending and performance data
- Prepare exhibits and other presentation documentation
We Offer:
- 2-week onboarding training program and interactive training and professional development throughout the IA Program
- Structured mentorship, and employee guided learning opportunities as well as support for the CFA, CAIA, and other professional designations
- Team-based work structure, which supports an environment where immediate contributions can be made and ongoing learning is encouraged and fostered through interactions with experienced industry professionals
- Ability to attend meetings with clients and top-tier investment managers; broad exposure to asset classes
- Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
Qualifications:
- Bachelor's degree (all majors) with a record of high academic achievement, 3.3 GPA minimum
- Excellent written and verbal communication skills, strong attention to detail and prioritization, and an ability to operate effectively in a team environment
- Demonstrated interest in investments and the capital markets with eagerness to learn
- Proficient with MS Office suite, specifically Excel and PowerPoint
- Must be eligible to work in the US without sponsorship or restriction now or in the future
OUR CLIENTS, CULTURE & PEOPLE
Cambridge Associates is a global investment firm and aims to help clients implement and manage custom investment portfolios. We believe our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. Ours is a long-term business with long-term client relationships. We bring a deep knowledge of portfolio management best practices to the clients we serve.
Cambridge Associates believes culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At Cambridge, collaboration wins, kindness matters, and your success is our priority. We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
We actively recruit and invest in the most dynamic and diverse talent and then empower our employees to succeed. Cambridge strongly encourages applications for our Investment Analyst Program from high-achieving, underrepresented candidates, including students who self-identify as female, Black/African American, Hispanic/Latinx, Native American and/or LGBTQ .
EQUAL OPPORTUNITY EMPLOYMENT
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.
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.
