Associate, Portfolio Implementation Management

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

Benefits offered by this job

Competitive benefits

Annual bonus potential

Job summary

Cambridge Associates LLC seeks a proactive professional to join the Portfolio Implementation Management Team in Boston. The role focuses on providing advanced operational support, coordinating with investment teams, and delivering accurate client reporting and portfolio analysis.

You will engage with clients and internal teams to implement investment decisions, manage ad‑hoc projects, and maintain portfolio exhibits while emphasizing clear communication and stringent attention to detail.

Qualifications

• BS/BA in finance or related field
• 3+ years of experience in the financial services industry
• Experience in portfolio-related operations is valuable
• Knowledge of alternatives, particularly private equity and hedge funds, preferred
• Accountable, detail-oriented, intellectually curious, with excellent oral and written communication skills
• Superior problem-solving, analytical, and organizational skills
• Ability to work independently and collaboratively on multiple projects with a singular focus
• Demonstrated project management and prioritization skills
• 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 is a plus

Responsibilities

• 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 contacts, 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 (e.g., to execute investment decisions, to make changes in performance reporting criteria, to research manager terms).
• Develop and maintain custom portfolio structure exhibits for investment team and client use.

Skills

Detail-oriented

Analytical skills

Oral and written communication

Project management

Independent and collaborative work

Microsoft Excel

Bloomberg familiarity

Education

BS/BA in finance or related field

Tools

Bloomberg

FactSet

Excel

Job description

Firm Overview

Cambridge Associates ("CA") is a leading global investment firm that serves endowments, foundations, pension plans, and ultra‑high net worth private clients. CA offers outsourced CIO, non‑discretionary portfolio management, and investment consulting services from headquarters in Boston and offices around the world.

Job Description Summary

The Portfolio Implementation Management Team is part of Global Portfolio Services. Its mission is to provide advanced operational support to clients and investment teams by acting as the central point of contact and by minimizing the investment teams’ time spent on implementation, tracking, and reporting.

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 deliverables
• Be innovative and solution‑oriented
• Promote clear and concise communication to all relevant parties
• Apply critical thinking to manage competing deadlines

Responsibilities

• 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 contacts, 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 (e.g., to execute investment decisions, to make changes in performance reporting criteria, to research manager terms).
• 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 and hedge funds, preferred.
• Accountable, detail‑oriented, intellectually curious, with excellent oral and written communication skills.
• Superior problem‑solving, analytical, and organizational skills.
• Ability to work independently and collaboratively on multiple projects with a singular focus.
• Demonstrated project management and prioritization skills.
• 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 is a plus.

Compensation

• Base salary range: $77,400 – $100,600
• Eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package.

Equal Employment Opportunity

The firm is committed to the principle 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. All employees are expected to uphold this policy toward their colleagues.