Associate, Portfolio Implementation Management

Cambridge Associates•Boston, MA

1d•$77,400 - $100,600

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 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. Knowledge of alternatives particularly private equity & hedge funds preferred.
The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
Superior and demonstrated problem-solving, analytical, and organizational skills.
Experience working with multiple currencies and non-US investment vehicles is preferred.
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, performance attribution, and broad financial concepts.
Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus

Responsibilities

Portfolio operations central point of contact for investment teams and other internal stakeholders
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
Provide superior client and investment team service
Seek opportunities to improve investment team efficiency and organization
Ensure accurate and timely client/investment team deliverables
Be innovative and solution-oriented
Promote clear and concise communication to all relevant parties
Critical thinking and management of competing deadlines
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. This will involve collaborating across multiple time zones/geographies.
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.