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About the Role

Investment Analysts collaborate with Investment Directors to provide investment and capital markets research, analysis, and advice to clients. The role involves quantitative and qualitative analysis, describing market conditions, and relaying investment recommendations in written reports. Analysts gain broad exposure to asset classes and investment strategies, client interactions, and deepen their investment knowledge. Opportunities may exist for specialization in hedge funds or private investments.

Responsibilities

Work as part of an investment team 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.

Requirements

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.
Ability to operate effectively in a team environment.
Demonstrated interest in investments and capital markets with eagerness to learn.
Interest in innovating and experimenting with new technology, models, and AI-driven systems.
Proficient with MS Office suite, specifically Excel and PowerPoint.
Must be eligible to work in the US without sponsorship or restrictions now or in the future.

Skills

Quantitative analysis
Qualitative analysis
Written reports
MS Office suite
Excel
PowerPoint

Location

Arlington, VA
Boston, MA
Dallas, TX
San Francisco, CA

Work Type

Office Requirement: 12-16 days per month in assigned office
Full-time

Experience Level

Entry-level (Class of 2027 graduates)

Education Level

Bachelor's degree

Salary/Compensations

Arlington, VA; Boston, MA; Dallas, TX: $80,000 / year
San Francisco, CA: $88,000 / year
Pay Range Minimum: $80,000
Pay Range Maximum: $87,000

Benefits

Sign-on bonus
Annual Performance Bonus program
2-week onboarding training program
Interactive training and professional development
Structured mentorship
Employee guided learning opportunities
Support for the CFA, CAIA, and other professional designations
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.
For more information, please visit www.cambridgeassociates.com.

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.