Investment Research & Data Analyst

Cambridge Associates LLC; Boston (MA); On-site; USD 80,000 - 87,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

Cambridge Associates LLC in Boston/Arlington seeks an Investment Analyst to join the CA Institute team. The IA will split time across data collection, research content, and client engagements, handling large datasets and client inquiries with meticulous attention to accuracy.

You will collaborate with colleagues, manage deadlines, and apply strong quantitative judgment to produce published research and exhibits for clients.

Qualifications

• Strong academic credentials; BA/BS required.
• Interest in and familiarity with investment concepts is essential.
• Desire to work with endowments, foundations, and nonprofit institutions.
• Demonstrated analytical and organization skills.
• Excellent oral and written communication skills.
• Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
• Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
• Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
• Eligibility to work in the U.S. without sponsorship or restriction.

Responsibilities

• Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
• Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
• Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team’s regular research reports.
• Prepare customized analyses and exhibits for clients and other colleagues as requested.
• Respond to client inquiries that pertain to research and data that the team produces.
• Work closely with other IAs on the team to ensure there is sufficient support provided on both long-term research projects and daily assignments.
• Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.

Skills

Analytical skills

Attention to detail

Communication skills

Project management

Team collaboration

Education

BA/BS degree

Tools

Excel

PowerPoint

ChatGPT/AI tools

Microsoft Office

Job description

Cambridge Associates LLC in Boston/Arlington seeks an Investment Analyst to join the CA Institute team. The IA will split time across data collection, research content, and client engagements, handling large datasets and client inquiries with meticulous attention to accuracy.

You will collaborate with colleagues, manage deadlines, and apply strong quantitative judgment to produce published research and exhibits for clients.