Portfolio Implementation Associate - Client Operations

Cambridge Associates LLC.

Boston (MA)

On-site

USD 81,000 - 106,000

Full time

2 days ago

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Job summary

Cambridge Associates in Boston seeks an Associate in Portfolio Implementation Management within Global Portfolio Services. You will support investment teams and clients by coordinating portfolio operations, analyzing data, and executing investment decisions for client portfolios.

Your responsibilities include responding to client inquiries, coordinating ad-hoc projects, engaging with client contacts and custodians, and creating portfolio structure exhibits with a focus on accuracy and timely

Qualifications

BS/BA with 3+ years in financial services; portfolio operations knowledge preferred.
Strong oral and written communication, accountability and curiosity.
Problem-solving, analytical and organizational skills.
Ability to manage multiple projects independently or with others.
Interest in investments and broad financial concepts; Excel proficiency; Bloomberg/FactSet a plus.

Responsibilities

Investigate and answer operational client and investment team inquiries.
Coordinate ad-hoc operational projects and portfolio analysis to aid decisions.
Engage with client contacts, investment teams and CA areas for clear communication.
Contact managers/custodians to execute decisions and adjust reporting criteria.
Develop and maintain custom portfolio structure exhibits for teams and clients.