Jobs at Cambridge Associates

Provides advanced administrative and operational support to Manager Research and Global Investment Research teams. Responsibilities include executive calendar and travel management, meeting coordination, expense and timesheet processing, document and presentation editing, reporting, process support, onboarding, mentoring, project ownership, and workflow improvement. The role requires proactive organization, sound judgment, discretion with confidential information, strong communication, and the ability to manage competing priorities with minimal direction.

Leads the development of tax-aware investment capabilities for private clients and family offices. Responsibilities include integrating tax considerations into manager research, product evaluation, portfolio construction, due diligence, reporting, and investment communications. The role develops scalable frameworks, workflows, and client-facing content while partnering across investment research, private wealth, tax strategy, investment strategy, and private client teams.

Owns the financial systems product roadmap for Oracle ERP, revenue, billing, accounting, and finance platforms. Leads discovery, requirements, backlog prioritization, delivery, testing, configuration, vendor management, change management, and post-launch evaluation. Partners with Finance, Accounting, FP&A, AR, Revenue, and Technology teams; translates business needs into system solutions; resolves complex issues; communicates with leadership; and mentors junior analysts.

Supports investment transaction execution for discretionary and advisory clients by preparing subscription and redemption documents, coordinating AML/KYC reviews, managing asset transfers, maintaining account records, monitoring portals, and completing post-trade documentation. The role collaborates with investment managers, custodians, legal counsel, administrators, and clients while preparing operational reporting and ensuring accurate, timely transaction processing.

Develop and support software applications, APIs, services, and database components using Java, .NET, Python, AWS, and related technologies. Collaborate with cross-functional teams, write automated tests, participate in code reviews, troubleshoot issues, document technical decisions, and contribute to CI/CD and agile development practices. The role also involves evaluating AI-assisted development tools and helping explore AI-enabled features.

Provides on-site and remote support for hardware, software, operating systems, business applications, virtual desktops, mobile devices, and AV systems. Responsibilities include incident resolution, request fulfillment, onboarding, access provisioning, inventory maintenance, video conferencing support, vendor coordination, and collaboration on technology improvement initiatives across global offices.

Oversee portfolio implementation and investment execution across multiple client portfolios. Manage trade planning, rebalancing, liquidity, cash balances, portfolio monitoring, client guideline compliance, reporting, and coordination with clients, investment teams, service providers, and third-party managers. Support onboarding, process improvements, portfolio analysis, operational projects, and implementation of strategies involving ETFs, mutual funds, futures, hedge funds, private equity, and other illiquid investments.

Supports global client solutions through business development execution and private-client relationship coordination. Responsibilities include managing RFPs and proposals, preparing pitch materials, coordinating prospect and client meetings, tracking pipeline activity, maintaining CRM records, and ensuring follow-through across stakeholders. The role requires strong organization, project management, communication, quality control, and professionalism, with an interest in investments and private clients.

Ten-week MBA internship providing hands-on exposure to investment management. Interns collaborate with Investment Directors on client portfolios, investment research, portfolio construction, manager selection, due diligence, financial analysis, client materials, and presentations across multiple asset classes. The program includes structured training, mentorship, client and investment manager meetings, and cross-office collaboration.

Investment Analysts conduct investment and capital markets research, evaluate asset allocation, spending, performance, and investment manager portfolios, and support client requests. They serve 10 to 15 clients, prepare presentations and reports, communicate investment recommendations, and collaborate with Investment Directors and other analysts. The four-year program provides training, mentorship, client exposure, and opportunities to specialize in hedge funds or private investments.

Leads venture capital manager sourcing, evaluation, underwriting, due diligence, and ongoing monitoring. Produces investment assessments, recommendations, market research, and thought leadership for clients and colleagues. Builds relationships with fund managers, founders, executives, and industry participants; supports private investment, secondary, and co-investment evaluations; represents the firm at industry events; and develops junior team members.

Supports Talent Development programs through scheduling, registration, participant record maintenance, surveys, vendor coordination, calendar and file management, shared inbox administration, and logistical troubleshooting. Provides administrative support to Talent Development leadership, maintains accurate systems and records, responds to inquiries, and assists with process updates and technology implementations. The role requires strong organization, communication, customer service, attention to detail, and the ability to manage multiple deadlines.

Leads full-cycle recruiting for Shared Services, technology, and Investment Operations roles. Responsibilities include sourcing, candidate assessment, interview coordination, offer support, stakeholder advising, pipeline development, ATS management, and candidate experience. The Recruiter also provides talent-market insights, supports inclusive hiring, tracks recruiting metrics, and contributes to employer branding, workforce planning, and process improvements.

Investment Directors develop diversified portfolios, establish asset allocation strategies, evaluate investment managers and portfolio performance, and advise institutional and private clients. They conduct investment analysis, prepare recommendations and presentations, manage client relationships, support business development, and mentor analyst and associate team members across endowment, foundation, private client, retirement, insurance, and government practices.

Conduct legal and operational due diligence on hedge fund, private equity, and venture capital managers. Review fund organizational documents, summarize terms and risks, identify key provisions, coordinate with investment due diligence teams, contribute to reports and term negotiations, and prepare white papers and spreadsheets. Participate in manager assessments and meetings while supporting accurate, timely research in a collaborative hybrid environment.

Performs FP&A for shared services, including budgeting, forecasting, financial modeling, variance analysis, P&L reviews, dashboards, and executive reporting. Partners with corporate leaders to provide financial insights for expense management, scenario planning, and resource allocation. Improves reporting and forecasting processes, promotes AI-powered automation, and works with financial systems teams to optimize enterprise planning tools.

Lead full-cycle recruiting for Shared Services, technology, and Investment Operations roles. Partner with hiring managers on recruiting strategy, source and assess candidates, coordinate interviews, develop offers, and support onboarding handoffs. Build diverse talent pipelines, advise stakeholders on market conditions and compensation, maintain applicant tracking data, and contribute to employer branding, workforce planning, process optimization, and inclusive hiring initiatives.

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.

Leads the US Private Client Portfolio Implementation Management function, overseeing complex trade implementation and investment portfolio operations. Sets operating standards, improves platforms and processes, manages risk and controls, and drives cross-functional initiatives. Provides escalation support for complex client matters, partners with stakeholders on service models and business development, and leads staffing, succession planning, coaching, mentorship, and team development across regional and functional groups.

Supports business development and client relationship activities for private and institutional investment clients. Coordinates RFPs, proposals, pitch materials, prospect meetings, deadlines, stakeholder inputs, CRM updates, and follow-up actions. Assists with client meeting preparation, relationship management, quality control, and internal collaboration across client directors, investment professionals, and business development teams. The role requires strong organization, communication, project coordination, attention to detail, and interest in investments and private clients.