Investment Analyst - Public Equities

Posted Yesterday
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Boston, MA, USA
In-Office
80K-89K Annually
Junior
Financial Services
The Role
Conduct qualitative and quantitative research on global, non‑US, and emerging markets equity managers; perform performance and portfolio analysis using FactSet/Bloomberg; attend manager meetings; produce written due diligence reports and commentaries; source and monitor investment ideas; support investment directors and clients with data, analysis, and recommendations.
Summary Generated by Built In

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 Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients. The team is located in Boston, Arlington, London, and Singapore.
Investment Associates receive ongoing qualitative and quantitative training and mentorship from research and client facing investment staff. Because deep knowledge and experience are important for maximizing an IA’s time at C|A, we are looking for candidates who are interested in growing with our Research Team for a minimum of 3 years.

Job Description:

Key Responsibilities:

Aid senior team members in developing house opinions on Global, Non-US, and Emerging Markets equity managers and markets through ongoing qualitative and quantitative research and analysis.
Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.
Conduct portfolio performance analysis, including use of Factset, Bloomberg and/or other in-house and third-party analytical tools.
Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel.
Complete written research utilized by our clients and directors to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry.
Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.

Qualifications:

Bachelor’s degree (any major) with a record of achievement.
Strong, demonstrated interest in investments.
Strong analytical and quantitative skills.
Demonstrated leadership, integrity, and initiative. 
Demonstrated command of written communication and strong business writing skills.
Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.
Strong Excel skills preferred. Programming skills a plus.
Ability to work both independently and in a team under tight deadlines.
Ability and willingness to travel domestically and internationally.
Progress towards or interest in pursuing CFA designation.  
Post-college work experience preferred.

Base salary range for this role:

Pay Range Minimum:

80000

Pay Range Maximum:

88500

In 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

  • Bachelor's degree (any major) with a record of achievement.
  • Strong, demonstrated interest in investments.
  • Strong analytical and quantitative skills.
  • Demonstrated leadership, integrity, and initiative.
  • Demonstrated command of written communication and strong business writing skills.
  • Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.
  • Ability to work both independently and in a team under tight deadlines.
  • Ability and willingness to travel domestically and internationally.
  • Strong Excel skills.
  • Programming skills (a plus).
  • Progress towards or interest in pursuing CFA designation.
  • Post-college work experience preferred.
  • Willingness to commit to growing with the Research Team for a minimum of 3 years.

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: Boston, MA
1,621 Employees
Year Founded: 1973

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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