Portfolio Implementation Lead – Senior Associate

Cambridge Associates LLC.; Boston (MA); Sur place; USD 81 000 - 106 000; Plein temps

Résumé du poste

Cambridge Associates LLC. is seeking a Senior Associate for Portfolio Implementation Management in Boston.

You will oversee the implementation and execution of investment decisions across client portfolios, acting as the primary liaison with clients and internal teams to ensure timely, accurate results. You will collaborate with investment teams to maintain portfolio structures, support onboarding, and drive process improvements, leveraging strong organizational and communication skills.

Qualifications

• BS/BA with 5–7 years of experience in the financial services industry.
• Experience in portfolio-related operations is valuable.
• Knowledge of investments and key industry terms.
• Excellent oral and written communication skills.

Responsabilités

• Act as central point of contact for investment teams and clients on portfolio implementations.
• Support onboarding and guide clients through requirements and internal reviews.
• Develop and maintain portfolio structures and trade plans.
• Collaborate with internal teams to optimize portfolio execution and reporting.

Connaissances

Attention to detail

Analytical skills

Communication skills

Project management

Prioritization

Team collaboration

Problem solving

Excel proficiency

Formation

BS/BA in Finance/Business

Outils

Microsoft Excel

MS Office

Description du poste

Cambridge Associates LLC. is seeking a Senior Associate for Portfolio Implementation Management in Boston.

You will oversee the implementation and execution of investment decisions across client portfolios, acting as the primary liaison with clients and internal teams to ensure timely, accurate results. You will collaborate with investment teams to maintain portfolio structures, support onboarding, and drive process improvements, leveraging strong organizational and communication skills.