Associate, Portfolio Implementation Management

Cambridge AssociatesBoston, Massachusetts

$77,400 - $100,600 / year

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Overview

Schedule

Full-time

Education

Bachelor's/Undergraduate Degree

Career level

Senior-level

Compensation

$77,400-$100,600/year

Benefits

Paid Time Off

Job Description

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:

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.

Job Description:

Job Description

RESPONSIBILITIES

Portfolio Implementation Management (PIM) concentrates on four core areas:

Portfolio operations central point of contact for investment teams and other internal stakeholdersAct as Internal Advocate for the client for all portfolio operations tasks and inquiries

Problem resolution and additional support for client portfoliosImplementation of investment ideas to execute desired portfolio structure

Portfolio Implementation Management’s Key Objectives:

Provide superior client and investment team service Seek opportunities to improve investment team efficiency and organization

Ensure accurate and timely client/investment team deliverablesBe innovative and solution-oriented

Promote clear and concise communication to all relevant partiesCritical thinking and management of competing deadlines

The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:

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.

QUALIFICATIONS

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

Base salary range for this role:

Pay Range Minimum:

77400

Pay Range Maximum:

100600

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.

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FAQs About Associate, Portfolio Implementation Management Jobs at Cambridge Associates

What is the work location for this position at Cambridge Associates?

This job at Cambridge Associates is located in Boston, Massachusetts, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Cambridge Associates?

Candidates can expect a pay range of $77,400 and $100,600 per year.

What employment applies to this position at Cambridge Associates?

Cambridge Associates lists this role as a Full-time position.

What experience level is required for this role at Cambridge Associates?

Cambridge Associates is looking for a candidate with "Senior-level" experience level.

What education level is required for this job?

The education requirement for this position is Bachelor's/Undergraduate Degree. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by Cambridge Associates for this role?

Cambridge Associates offers Paid Time Off for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Cambridge Associates?

You can apply for this role at Cambridge Associates either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.