Global Client Solutions Summer Analyst

Cambridge Associates LLC; Boston (MA); On-site; USD 34,000 - 41,000; Full time

Job summary

Cambridge Associates in Boston is seeking a Summer Analyst for a 10-week program to gain exposure to business development and client engagement in investment management.

You will map markets, prepare proposals, assist with onboarding and client relations, and work with senior team members across GCS to learn how lasting partnerships are built. The position is primarily in-office with some remote work, and targets rising seniors (Class of 2028).

Qualifications

• Bachelor’s degree candidate with a record of high academic achievement.
• Demonstrated interest in finance, investments, entrepreneurship and/or sales, business development, or client relations.
• Excellent communication, interpersonal, writing and analytical skills, strong attention to detail and ability to be proactive, project manage, and prioritize.
• Familiarity with computer databases and programs, especially Microsoft Excel, Word, and PowerPoint.
• Must be eligible to work in the US without sponsorship or restriction now or in the future.

Responsibilities

• Conduct market mapping, qualify prospects, and support outreach campaigns to help build the business development pipeline.
• Assist with prospect and client proposals, presentations, and introductory meetings, while learning how new client relationships are established.
• Support onboarding, relationship-building efforts, and client retention activities to understand how strong partnerships are sustained over time.
• Help analyze client feedback, assess relationship risks, and contribute to resolving client issues.
• Work closely with senior members of Global Client Solutions, Investment Directors, and subject-matter experts across Cambridge Associates.

Skills

Communication skills

Analytical skills

Interpersonal skills

Proactive/project management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Firm Overview

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

Cambridge Associates’ Global Client Solutions (GCS) team drives the sales and client engagement needs of CA’s business around the world. The Global Client Solutions Summer Analyst position will join the Boston GCS team for 10 weeks and gain immediate exposure to business development and client engagement in investment management.

Position Specifics

Location of position: Boston, MA

Start date: 10-week program from mid-June to mid-August (open to rising seniors: Class of 2028)

Office Requirement: Summer Analysts are expected to work in their assigned office at least 4 days per week with the option to work from home 1 day per week.

Expected Hours: Summer Analysts are expected to work 40 hours per week

Base Pay/Salary: Boston, MA $25/ hour Additionally, offer includes sign-on bonus

A Typical Day as a Summer Analyst

• Conduct market mapping, qualify prospects, and support outreach campaigns to help build the business development pipeline.
• Assist with prospect and client proposals, presentations, and introductory meetings, while learning how new client relationships are established.
• Support onboarding, relationship-building efforts, and client retention activities to understand how strong partnerships are sustained over time.
• Help analyze client feedback, assess relationship risks, and contribute to resolving client issues.
• Work closely with senior members of Global Client Solutions, Investment Directors, and subject-matter experts across Cambridge Associates.

We Offer

• Mentor-based culture and real-time feedback for growth opportunities
• Hands on training and experience in business development, client relations, and presentation delivery in the investment service industry
• High exposure to firm leadership through projects, presentations, networking, team-based environment, and leadership lunches
• Opportunities to sit in on and participate in firm, department, and practice level meetings as well as client and prospect business development strategy sessions and mock presentations
• Access and ability to attend meetings with top-tier investment managers
• Virtual and/or in person outings and events to promote team collaboration and corporate citizenship

Requirements

• Bachelor’s degree candidate (all majors) with a record of high academic achievement
• Demonstrated interest in finance, investments, entrepreneurship and/or in sales, business development, or client relations
• Excellent communication, interpersonal, writing and analytical skills, strong attention to detail and ability to be proactive, project manage, and prioritize
• Familiarity with computer databases and programs, especially Microsoft Excel, Word, and PowerPoint
• Must be eligible to work in the US without sponsorship or restriction now or in the future

Base Salary Range for this Role

Pay Range Minimum: 0 Pay Range Maximum: 0

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.

Equal Employment Opportunity

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.

About Us

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.

Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.