Jobs at Cambridge Associates

Support transactional accounting and close activities for prepaids, cash, and fixed assets. Prepare/post journal entries, reconciliations, amortization, depreciation, and audit support. Assist month‑end/quarter/year‑end close, financial reporting, ad‑hoc analyses, and process improvement initiatives under US GAAP.

Support portfolio implementation by acting as central operational contact for clients and investment teams. Investigate inquiries, coordinate ad-hoc projects, execute investment decisions with managers/custodians, provide supplemental portfolio analysis, and maintain custom portfolio structure exhibits to ensure accurate, timely deliverables and improved team efficiency.

Support business development and client relationship activities for the Private Client Practice, including managing RFPs, drafting proposals and pitch materials, coordinating prospect and client meetings, maintaining CRM records, and ensuring timely follow-through across stakeholders. Contribute to process improvements and special projects to enhance the client experience.

Lead business-development execution for the Private Client Practice, managing RFPs, proposals, pitch materials, and prospect strategy. Support select client relationships, coordinate cross-functional teams, maintain CRM records, and improve processes to drive new business and ensure high-quality client service.

Conduct qualitative and quantitative research and due diligence on private equity funds; analyze fund strategy, performance, terms, and portfolios; source opportunities and track via Salesforce; monitor managers, lead reference calls, strengthen ESG analytics, and produce investment recommendations and reports used firm-wide and by clients. Participate in meetings and travel domestically.

Lead sales enablement content strategy, create and govern sales collateral in Loopio and Seismic, develop playbooks and training, support high-priority proposals, collaborate with marketing, investment teams, and stakeholders, and measure content adoption and impact to improve business development effectiveness.

Review and oversee tax compliance deliverables (K-1s, returns, allocations), coordinate with internal teams and external providers, manage tax cycles, resolve notices and audits, perform tax research, and support special projects for fund tax matters.

Serve as strategic HR partner to assigned business units, advising leaders on talent, performance, employee relations, organizational design, change management, and HC analytics. Lead initiatives to improve organizational effectiveness, coach managers, manage investigations and disciplinary actions, track workforce KPIs, and collaborate across HR to deliver integrated people solutions.

Support daily cash management, payments, reconciliations, forecasting, and banking administration across domestic and international entities. Execute electronic payments, resolve banking discrepancies, prepare treasury reports and journal entries, assist audits, document controls, and support process improvements and cross-functional treasury projects.

Support Investment Directors in due diligence and monitoring of venture capital and growth equity managers. Conduct manager meetings, analyze strategies and performance, perform reference calls, prepare committee and client materials, monitor market trends, and represent the firm at manager meetings. Provide research and data to client-facing teams and participate in fundraising and portfolio update coordination.

Support senior researchers in qualitative and quantitative analysis of global, non-US, and emerging markets equity managers. Conduct performance and portfolio analysis using FactSet/Bloomberg, attend manager meetings, produce written due diligence and commentary, source and monitor strategies, and serve as an information resource for colleagues and clients.

Drive lead generation and pipeline development across institutional and private client segments in the US Southeast. Build and nurture regional relationships with centers of influence and prospects, represent the firm at industry events, coordinate with internal teams for client onboarding, maintain CRM records, and report regional business development performance to senior leadership.

Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.

Review and reconcile NAV, positions, capital calls/distributions, fund expenses and cash; validate fee and waterfall calculations; liaise with fund administrators, custodians, auditors and clients; prepare audit schedules and draft financial statements; ensure compliance with governing documents and accounting standards; support process improvements and automation; serve as primary contact for fund accounting inquiries.

Senior investment leader responsible for managing private client portfolios ($100M–$bn), driving asset allocation and manager selection, leading client relationships and business development, and mentoring the investment team to deliver top-quartile performance and strong client satisfaction.

Support Manager Research by coordinating research information, triaging requests, running queries and reports, maintaining multiple databases and inboxes, managing operational processes, and facilitating communications across research teams. Contribute to projects, troubleshoot reporting needs, and ensure data accuracy and timely delivery in a deadline-driven hybrid environment.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Partner with clients and internal teams to design and manage diversified investment portfolios, perform due diligence and manager selection across asset classes (including alternatives), produce analyses and client materials, present recommendations, lead client relationships, and supervise and mentor analyst/associate team members.

Lead sourcing, underwriting, and ongoing monitoring of venture capital managers. Conduct qualitative and quantitative due diligence, produce written assessments, meet with GPs and industry participants, support junior team development, contribute to research and portfolio construction, and represent the firm at industry events.

Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.