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:
Responsible for the management of client assets. Assist clients with investment objectives and asset allocation structures. Lead investment due diligence to conclusion. Provide guidance on investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring. Oversee and participate in all aspects of client work, including conducting analyses, providing research insights, developing recommendations on asset allocations and manager selections, developing presentation materials, and presenting recommendations directly to family members or principals in a family office. Manage and mentor investment analysts on workflow, use of investment software tools to analyze and present data, and production of final client materials. Position is fixed location based in Boston office; however, telecommuting may be permitted up to four (4) days per week. Up to 40% travel required to meet with clients and fund managers.
Job Description:
Job Requirements
:
Requires a Master’s degree (or foreign equivalent) in Finance, Business Administration or a directly related field plus two (2) years of experience as an Investment Analyst, Fixed Income Trader, Fixed Income Research Analyst, Credit Research Analyst, or related occupation. Experience must include:
Two (2) years of experience in the following (experience may be gained concurrently):
Working with institutional clients
Two (2) years of experience in the following (experience may be gained concurrently):
Evaluation and due diligence of marketable and non-marketable investments
Project management of junior staff workflow
Portfolio construction in a variety of asset classes, asset allocation and manager selection
Compensation Range for position:
181,500.00 - 246,800.00 USD Annual
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
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.