Investment Analyst Program: Client Exposure & Mentorship

Cambridge Associates LLC.; San Francisco (CA); On-site; USD 80,000 - 87,000; Full time

Benefits offered by this job

2-week onboarding training

Mentorship program

Support for CFA/CAIA

Job summary

Cambridge Associates LLC in San Francisco, CA, seeks Investment Analysts for a four-year program supporting Investment Directors with market research, data analysis, and client-ready reports. You will gain exposure to multiple asset classes and may specialize in hedge funds or private investments during the program.

You will join a team that values rigorous analysis, clear communication, and a willingness to learn.

Qualifications

• Bachelor’s degree (all majors) with a 3.3 GPA minimum.
• Excellent written and verbal communication skills, strong attention to detail and prioritization, and an ability to operate effectively in a team environment.
• Demonstrated interest in investments and capital markets with eagerness to learn.
• Interest in innovating and experimenting with new technology, models, and AI-driven systems.
• Proficient with MS Office suite, specifically Excel and PowerPoint.

Responsibilities

• Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
• Direct responsibility for 10 to 15 clients.
• Gather and evaluate historical asset allocation, spending and performance data.
• Prepare exhibits and other presentation documentation.

Skills

Excellent written and verbal comms

Attention to detail

Teamwork

Interest in investments

Eagerness to learn

Education

Bachelor’s degree (all majors) with 3.3 GPA

Tools

MS Office Excel

MS PowerPoint

Job description

Cambridge Associates LLC in San Francisco, CA, seeks Investment Analysts for a four-year program supporting Investment Directors with market research, data analysis, and client-ready reports. You will gain exposure to multiple asset classes and may specialize in hedge funds or private investments during the program.

You will join a team that values rigorous analysis, clear communication, and a willingness to learn.