Client-Focused Portfolio Implementation Associate

Cambridge Associates LLC; Boston (MA); On-site; USD 81,000 - 106,000; Full time

Job summary

Cambridge Associates LLC in Boston, MA, seeks a Portfolio Implementation Management Associate to support investment teams and clients. You will handle operational inquiries, run ad-hoc portfolio analyses, and coordinate implementation with internal teams and external managers.

The role emphasizes strong communication, analytical thinking, and project management, with exposure to portfolio structures and performance reporting. Base salary is competitive with a bonus and benefits package.

Qualifications

• BS/BA with 3+ years of experience in the financial services industry.
• Experience in portfolio-related operations is valuable.
• Knowledge of alternatives, private equity & hedge funds preferred.
• Strong communication, detail orientation, and analytical skills.

Responsibilities

• Investigate and answer operational client and investment team inquiries.
• Coordinate with investment teams on ad-hoc operational projects and gather info.
• Engage with client contacts, investment teams, and internal CA areas to communicate implementation.
• Contact investment managers and custodians to execute decisions and adjust reporting criteria.
• Develop and maintain custom portfolio structure exhibits for teams and clients.

Skills

Financial services

Portfolio operations

Analytical skills

Project management

Communication

Microsoft Excel

Bloomberg

FactSet

Education

BS/BA in finance or related field

Tools

Microsoft Excel

Bloomberg

FactSet

Job description

Cambridge Associates LLC in Boston, MA, seeks a Portfolio Implementation Management Associate to support investment teams and clients. You will handle operational inquiries, run ad-hoc portfolio analyses, and coordinate implementation with internal teams and external managers.

The role emphasizes strong communication, analytical thinking, and project management, with exposure to portfolio structures and performance reporting. Base salary is competitive with a bonus and benefits package.