Client Reporting Analyst: Performance Insights & Quality

Cambridge Associates LLC; Boston (MA); On-site; USD 64,000 - 83,000; Full time

Benefits offered by this job

Onboarding training

CFA/CAIA support

Mentorship

Community service

Job summary

Cambridge Associates, a global investment firm headquartered in Boston, seeks an Analyst for the Client Reporting Group. You will handle monthly and quarterly performance reporting across asset classes, coordinating with internal teams and external contractors.

Responsibilities include data input, reconciliation, and quality control to deliver accurate client reports. The role emphasizes operations, back/middle-office support, and collaboration with Investment Teams, Portfolio Implementation,

Qualifications

• Bachelor's degree and 1 year of related internship/work experience; minimum GPA preferred

Responsibilities

• Coordinate with offshore contractors to complete reporting tasks while overseeing client work
• Collaborate with other operations groups to prepare reports (transactions, portfolio changes, data readiness, benchmarks)
• Own client portfolio administration within proprietary reporting applications
• Investigate data gaps and ensure monthly data integrity via QA procedures
• Perform total portfolio reconciliation for each client before report generation
• Configure and generate total portfolio and private investment reports in proprietary apps
• Maintain relationships with internal stakeholders and provide professional service
• Support broader department objectives through ongoing activities

Skills

Customer service

Attention to detail

Time management

Communication

Teamwork

Excel proficiency

Education

Bachelor's degree

Tools

Excel

Job description

Cambridge Associates, a global investment firm headquartered in Boston, seeks an Analyst for the Client Reporting Group. You will handle monthly and quarterly performance reporting across asset classes, coordinating with internal teams and external contractors.

Responsibilities include data input, reconciliation, and quality control to deliver accurate client reports. The role emphasizes operations, back/middle-office support, and collaboration with Investment Teams, Portfolio Implementation,