Analyst, Global Client Solutions

Cambridge Associates•Boston, MA

3d•$63,700 - $82,800

About The Position

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 . The Analyst, Business Development will play a key role in supporting the firm’s growth by focusing on lead generation and prospective client engagement. This position is responsible for researching new business opportunities, maintaining accurate and up-to-date records in Dynamics (CRM), and providing operational and content support to Business Development colleagues. The Analyst will help ensure the business development team is equipped with the insights, data, and materials needed to effectively pursue and convert new leads.

Requirements

Bachelor’s degree in Business, Finance, Marketing, or a related field.
1–2 years of relevant experience (internships or entry-level roles in business development, sales support, financial services, or consulting preferred).
Experience with CRM systems (preferably Microsoft Dynamics) and strong data management skills.
Excellent research, analytical, and organizational abilities.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Strong written and verbal communication skills.
Ability to manage multiple priorities and deadlines in a dynamic, fast-paced environment.
High attention to detail and commitment to data accuracy.

Responsibilities

Conduct in-depth research on prospective clients, including organizations, decision-makers, and industry trends.
Identify and qualify new leads using a variety of sources (databases, news, industry reports, referrals, etc.).
Prepare detailed profiles and briefing materials on high-potential prospects for the Business Development team.
Maintain and update lead and prospect information in Dynamics, ensuring data integrity and completeness.
Track all business development activities, interactions, and outcomes related to new business pursuits.
Generate and distribute regular reports and dashboards on lead pipeline, activity metrics, and conversion rates.
Assist Business Development colleagues in the pursuit of new leads by preparing tailored materials, presentations, and outreach content.
Coordinate the dissemination of thought leadership, marketing collateral, and firm updates to prospective clients.
Support the organization and execution of business development campaigns, events, and webinars targeting new prospects.
Draft and proofread prospect communications, including introductory emails, follow-ups, and meeting summaries.
Ensure all client-facing materials are accurate, professional, and aligned with firm branding and messaging.
Collaborate with Marketing and Communications teams to leverage content in support of lead generation efforts.
Assist with scheduling, logistics, and documentation for prospect meetings and business development activities.
Support ad hoc projects and initiatives to enhance the effectiveness of the business development function.