Manager, Client Reporting

Cambridge Associates•Boston, MA

19h•$107,000 - $143,400•Onsite

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. Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of analysts and associates including operational oversight, performance management, training and development, recruiting, workload assignments, forward planning, process improvement, internal groups and client relationship management, and issue resolution. Primary groups the Client Reporting Group interacts with include Client Data, Portfolio Implementation, internal Investment Teams, Investment Operations, IT, and external clients.

Requirements

BA/BS with 4-10 years of professional work experience
Experience managing a team and engaging with employees across varying tenure and hierarchical levels.
Skill in serving high profile clients and ability to represent the firm in a highly professional manner.
Demonstrate judgment, integrity, initiative and leadership capabilities.
Ability to operate with discretion is essential.
Proven project management skills.
Ability to meet deadlines and work on multiple projects simultaneously.
Ability to work collaboratively with other team members and areas of the firm, demonstrating exceptional communication and interpersonal skills
Strong problem-solving skills with careful attention to detail and quality
Eligible to work in the U.S. without restriction or sponsorship now and in the future

Nice To Haves

experience within the investments industry, specifically within performance or client reporting

Responsibilities

Serve as the direct manager of 15-20 analysts/associates across varying tenure and skill levels; includes communicating expectations, discussing challenges and development opportunities, and assessing and managing performance.
Determine workload assignments across associate pool in line with individual competencies and business needs to drive team productivity, timeliness, and quality service level agreements.
Drive and oversee key department operations including the execution of core Reporting tasks and the adherence to policies and procedures
Collaborate closely with department head and other operations managers to improve cross team execution, alignment, and partnership.
Oversee training programs within the department to ensure content and structure evolve with the group
Apply a proactive and collaborative approach to deriving solutions to client specific requests/needs and resolving internal and client issues under time sensitive and often high-pressure circumstances.
Approach communications with stakeholders professionally and with a customer service mindset.
Participate in the interviewing and hiring process and strategy to obtain top talent in the department.
Own a range of department wide projects, process, and/or initiatives on behalf of broader management team.
Lead a culture that promotes high engagement, is responsive to employee needs, and promotes an open innovative workplace.