Associate, Portfolio Implementation Management

Cambridge Associates•Boston, MA

22h•$77,400 - $100,600

About The Position

The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team’s involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.

Requirements

BS/BA with 3+ years of experience in the financial services industry.
Experience in portfolio-related operations is valuable.
Accountability
Excellent attention to detail
Intellectual curiosity
Excellent oral and written communication skills.
Superior and demonstrated problem-solving, analytical, and organizational skills.
Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively.
Demonstrated skill in project management and prioritization.
Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
Proficiency with Microsoft Excel and familiarity with other Microsoft Office software.

Nice To Haves

Knowledge of alternatives particularly private equity & hedge funds preferred.
Experience with Bloomberg and FactSet a plus

Responsibilities

Act as Internal Advocate for the client for all portfolio operations tasks and inquiries
Problem resolution and additional support for client portfolios
Implementation of investment ideas to execute desired portfolio structure
Investigate and answer operationally driven client and investment team inquiries.
Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
Develop and maintain custom portfolio structure exhibits for investment team and client use.