Investment Analyst - Jan 2027

Cambridge Associates LLC; Greater London; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Comprehensive training program

Structured mentorship program

Access to client meetings and fund-man

Early responsibility across ranks

Sponsorship for CFA/CAIA

Job summary

Cambridge Associates Ltd. in London is seeking an Investment Associate to provide investment research, analysis, and client advisory support within the Global Investment Services division.

You will collaborate with Investment Directors and Associates, participate in meetings, and contribute to due diligence and capital markets materials. The role offers mentoring, training, and opportunities to pursue CFA/CAIA, with exposure across asset classes and potential for greater responsibility.

Qualifications

• Bachelor’s degree with a record of high academic achievement.
• Prior experience in Investments and Asset Management desirable.
• Strong teamwork, writing and communication skills.
• Ability to work with reduced oversight and meet tight deadlines.
• Willingness to engage with clients, fund managers and internal stakeholders.
• Knowledge of a European language and high proficiency in English.

Responsibilities

• Support the development of investment strategy and portfolio construction for clients.
• Critically evaluate investment managers’ portfolios and performance.
• Interface with clients and respond to client requests.
• Prepare capital markets exhibits and client presentation materials.
• Participate in fund manager meetings and conduct due diligence summaries.
• Contribute to investment due diligence reports across asset classes, focusing on private investments.

Skills

Teamwork

Problem-solving

Written and verbal communication

Client interaction

Education

Bachelor’s degree in economics or business

Tools

MS Office suite (PowerPoint, Excel, Word)

PowerPoint

Excel

Word

Job description

Firm Overview

Cambridge Associates (\u201CCA\u201D) 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

You will work collaboratively with our Investment Directors and fellow Investment Associates to provide investment and capital markets research, analysis, and advice to our clients. The role offers opportunities to participate in client and investment manager research meetings from the beginning. You will be joining our Global Investment Services (GIS) division. You will work with multiple clients and support on several projects at once. While all our colleagues are responsible for arranging their priorities in order to meet deadlines, there is a strong culture of teamwork and cooperation among the practice groups to manage tasks and assignments. Although the position involves quantitative assessment, there is also a strong qualitative component in evaluating investment opportunities and formulating investment recommendations for clients. In addition to client work, you will have ample opportunities to get involved in business development and marketing as well as capital markets and fund manager research (investment due diligence). Right from the start, you will have direct exposure to and an opportunity to work with and learn from some of the firm’s most experienced Managing Directors across all asset classes. Furthermore, we will provide you with a mentoring and training scheme and support studies towards further qualifications such as CFA or CAIA (if not already obtained).

We Offer

• Comprehensive training program and continuing education opportunities
• Structured mentorship program, which pairs Investment Associates with experienced Investment Directors
• Access and ability to participate in meetings with clients and world-leading investment fund managers across all major asset classes, in particular Private Investments
• Opportunities to take on responsibilities from an early stage in your career and work closely with other members of your team across ranks
• Support and full sponsorship for professional designations such as CFA, CAIA, etc. (if not already obtained)

Responsibilities

• Support the development of investment strategy and portfolio construction recommendations for clients taking into account the opportunities and risks of the market environment
• Critically evaluate and assess investment managers’ portfolios and performance
• Interfacing with clients and responding to client requests
• Preparing capital markets exhibits and other client presentation materials
• Participate in fund manager meetings and help in conducting in the assessment processes (i.e. writing summaries of fund manager meetings for internal distribution and investment consideration)
• Contribute to Investment due diligence reports across a wide range of asset classes, with a particular focus on Private Investments
• Help to do pro-active assessment on potential markets and clients, preparing prospect outreach and help composing client pitch materials

Qualifications

• Bachelor’s degree (economics or business degree preferred but all courses of study accepted from motivated applicants) with a record of high academic achievement
• Prior experience working within the Investments and Asset Management industry desirable
• A demonstrable interest to learn more about Investment Management across all asset classes
• Team working, problem-solving, writing and communication skills
• Demonstrated ability to work reliably with reduced oversight and collaborate as part of a team under tight deadlines
• Ability and willingness to engage in conversation with clients, fund managers and internal stakeholders across CA’s multiple divisions and practice groups
• Knowledge of a European language desirable (but not required), in addition to a high proficiency in English
• A desire to, or in the process of obtaining a professional qualification (CFA, CAIA, or equivalent)
• Advanced skills in the MS Office suite programs (in particular PowerPoint, Excel and Word)

Base Salary Range for this role

Pay Range Minimum: 45200 Pay Range Maximum: 54600. 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.

Compliance and Equal Opportunity

Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above. 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. Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Accommodation

If you need a reasonable accommodation during your application process, please submit a request to [e-mail] that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.