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About the Role

You will work collaboratively with Investment Directors and Investment Associates to provide investment and capital markets research, analysis, and advice to clients. This role offers opportunities to participate in client and investment manager research meetings from the beginning, supporting multiple clients and projects simultaneously. You will gain direct exposure to and learn from experienced Managing Directors across all asset classes, with opportunities for involvement in business development, marketing, and capital markets/fund manager research.

Responsibilities

Support the development of investment strategy and portfolio construction recommendations for clients, considering market opportunities and risks.
Critically evaluate and assess investment managers’ portfolios and performance.
Interface with clients and respond to client requests.
Prepare capital markets exhibits and other client presentation materials.
Participate in fund manager meetings and assist in assessment processes, including writing summaries.
Contribute to Investment due diligence reports across various asset classes, with a focus on Private Investments.
Conduct proactive assessments of potential markets and clients, prepare prospect outreach, and assist in composing client pitch materials.

Requirements

Bachelor’s degree with a record of high academic achievement (economics or business degree preferred).
Prior experience in the Investments and Asset Management industry is desirable.
Demonstrable interest in learning about Investment Management across all asset classes.
Strong team working, problem-solving, writing, and communication skills.
Demonstrated ability to work reliably with reduced oversight and collaborate effectively within a team under tight deadlines.
Ability and willingness to engage in conversation with clients, fund managers, and internal stakeholders.
Knowledge of a European language is desirable (but not required).
A desire to obtain, or in the process of obtaining, a professional qualification (CFA, CAIA, or equivalent).
Advanced skills in MS Office suite programs (PowerPoint, Excel, and Word).

Skills

Investment strategy
Portfolio construction
Investment manager evaluation
Client relations
Presentation preparation
Fund manager assessment
Due diligence
Market assessment
Teamwork
Problem-solving
Writing
Communication
MS Office Suite (PowerPoint, Excel, Word)

Location

Boston, Massachusetts

Work Type

Full-time

Experience Level

Entry-level
Early career

Education Level

Bachelor's degree

Salary/Compensations

Pay Range Minimum: 45200
Pay Range Maximum: 54600

Benefits

Comprehensive training program
Continuing education opportunities
Structured mentorship program
Access to meetings with clients and world-leading investment fund managers
Opportunities to take on responsibilities from an early stage
Support and full sponsorship for professional designations (CFA, CAIA, etc.)
Annual performance-based bonus
Comprehensive, competitive benefits package

About the Company

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.
Since our founding in 1973, we have been a market leader in building diversified investment portfolios.
With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.
Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

Equal Opportunity

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.