Strategic Portfolio Implementation Specialist

Cambridge Associates LLC; Boston (MA); On-site; USD 77,400 - 100,600; Full time

Benefits offered by this job

Competitive benefits

Annual bonus potential

Job summary

Cambridge Associates LLC seeks a proactive professional to join the Portfolio Implementation Management Team in Boston. The role focuses on providing advanced operational support, coordinating with investment teams, and delivering accurate client reporting and portfolio analysis.

You will engage with clients and internal teams to implement investment decisions, manage ad‑hoc projects, and maintain portfolio exhibits while emphasizing clear communication and stringent attention to detail.

Qualifications

• BS/BA in finance or related field
• 3+ years of experience in the financial services industry
• Experience in portfolio-related operations is valuable
• Knowledge of alternatives, particularly private equity and hedge funds, preferred
• Accountable, detail-oriented, intellectually curious, with excellent oral and written communication skills
• Superior problem-solving, analytical, and organizational skills
• Ability to work independently and collaboratively on multiple projects with a singular focus
• Demonstrated project management and prioritization skills
• 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
• Experience with Bloomberg and FactSet is a plus

Responsibilities

• Investigate and answer operationally driven client and investment team inquiries.
• Coordinate with investment teams to complete ad‑hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
• Directly engage with client contacts, investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
• Contact investment managers and/or custodians regarding individual portfolios (e.g., to execute investment decisions, to make changes in performance reporting criteria, to research manager terms).
• Develop and maintain custom portfolio structure exhibits for investment team and client use.

Skills

Detail-oriented

Analytical skills

Oral and written communication

Project management

Independent and collaborative work

Microsoft Excel

Bloomberg familiarity

Education

BS/BA in finance or related field

Tools

Bloomberg

FactSet

Excel

Job description

Cambridge Associates LLC seeks a proactive professional to join the Portfolio Implementation Management Team in Boston. The role focuses on providing advanced operational support, coordinating with investment teams, and delivering accurate client reporting and portfolio analysis.

You will engage with clients and internal teams to implement investment decisions, manage ad‑hoc projects, and maintain portfolio exhibits while emphasizing clear communication and stringent attention to detail.