Senior Portfolio Implementation Manager

Cambridge Associates LLC; Boston (MA); On-site; USD 81,000 - 106,000; Full time

Job summary

Cambridge Associates seeks a Senior Associate to join our Portfolio Implementation Management Team. The role focuses on overseeing the implementation and execution of investment decisions, coordinating with investment teams and clients, and improving portfolio processes to ensure efficient, compliant operation across multiple client portfolios from trade planning to execution.

The Senior Associate will maintain portfolio monitoring, develop asset allocation insights, and liaise with external

Qualifications

• BS/BA with 5-7 years of experience in the financial services industry.
• Knowledge of alternatives particularly private equity & hedge funds preferred.
• Demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
• Superior and demonstrated problem-solving, analytical, and organizational skills.
• Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively.
• Demonstrated skill in project management and prioritization.
• Strong interest in and general knowledge of investments, key industry terms and broad financial concepts.
• Proficiency with Microsoft Excel and familiarity with other Microsoft Office software.
• Proven ability to deliver on time with high accuracy and quality.

Responsibilities

• Coordinate portfolio operations and client inquiries.
• Serve as central point of contact for investment teams and internal stakeholders.
• Support portfolio decisions with execution and monitoring.
• Maintain client portfolio monitoring and projections.
• Develop portfolio structure exhibits and implement diverse investment strategies.
• Liaise with service providers to ensure proper transaction execution.

Skills

Attention to detail

Oral & written communication

Analytical skills

Project management

Investments knowledge

Education

BS/BA

Tools

Microsoft Excel

Job description

Cambridge Associates seeks a Senior Associate to join our Portfolio Implementation Management Team. The role focuses on overseeing the implementation and execution of investment decisions, coordinating with investment teams and clients, and improving portfolio processes to ensure efficient, compliant operation across multiple client portfolios from trade planning to execution.

The Senior Associate will maintain portfolio monitoring, develop asset allocation insights, and liaise with external