Associate, Portfolio Implementation Management

Cambridge Associates; Boston (MA); On-site; USD 77,400 - 100,600; Full time

Job summary

Cambridge Associates in Boston, MA seeks a Portfolio Implementation Management Associate to support investment teams and clients within Global Portfolio Services. You will help coordinate portfolio operations, act as the client advocate for portfolio tasks, and assist with timely deliverables and reporting.

You will engage with investment managers and custodians, develop custom portfolio exhibits, and help improve efficiency while managing multiple projects with strong communication and

Qualifications

• BS/BA with 3+ years of experience in the financial services industry.
• Strong communication and organizational skills.
• Proficiency with Microsoft Excel; Bloomberg and FactSet familiarity is a plus.

Responsibilities

• Investigate and answer operational client and investment-team inquiries.
• Coordinate with investment teams on ad-hoc operational projects; provide portfolio analysis.
• Engage with clients, investment teams, and internal CA areas to communicate implementation of decisions.
• Contact investment managers/custodians to execute decisions and modify reporting criteria.
• Develop and maintain custom portfolio structure exhibits for client and investment-team use.

Skills

Attention to detail

Oral and written communication

Analytical skills

Problem solving

Project management

Prioritization

Investments knowledge

Education

BS/BA in Finance or related field

Tools

Excel

Bloomberg

FactSet

Job description

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:

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

• 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

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.
• 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.
• 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. 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.