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- Tasks: Oversee investment decisions and coordinate portfolio operations for clients.
- Company: Join a leading global investment firm with a strong impact focus.
- Benefits: Competitive salary, performance bonuses, and comprehensive benefits package.
- Other info: Dynamic team environment with opportunities for growth and learning.
- Why this job: Make a real difference in investment management while developing your skills.
- Qualifications: 3-5 years in financial services, strong analytical and communication skills required.
The predicted salary is between 51200 - 66600 ÂŁ per year.
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
Cambridge Associates seeks to hire a Senior Associate to join our Portfolio Implementation Management Team. The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs, while acting as the central point of contact for both clients and internal teams. Additionally, our goal is to minimize the investment team’s involvement and oversight of transaction implementation, tracking, and reporting so that they can focus on making investment decisions.
Senior Associates work across multiple clients (with varying size and complexity). Their main responsibility is to oversee the implementation and execution of investment decisions through knowledge of institutional portfolio investments, experience managing both internal & external stakeholders, and strong organizational skills. Senior Associates work with each investment team to ensure best practices are being utilized for the implementation and execution of investment decisions.
The Portfolio Implementation Management Senior Associate is a crucial part of the broader Investment Team and our Client’s experience coordinating all portfolio operations and inquiries. They act as a central point of contact for investment teams and other internal stakeholders implementing portfolio decisions.
- Central operational point of contact for investment teams and clients
- Serve as a key operational resource for the investment team and provide additional support as needed including investment and client relationship management activities
- Serve as a main point of contact for clients and other external stakeholders on all operational matters
- Participate in the new business onboarding process, helping to guide the client through requirements and facilitating internal review
- Help to improve best practices for portfolio implementation, contribute to changes to existing processes and platforms via engagement with the Portfolio Implementation Management Group, and play a key role in the development & implementation of new initiatives
- Management of the full investment life cycle, from trade planning through to investment execution for each client portfolio
- Maintain clients’ portfolio monitoring and projections spreadsheets by updating portfolio positioning and future investment decisions in coordination with Portfolio Director(s)
- Incorporate knowledge of allocation targets and tactical tilts into rebalancing proposals, together with specific asset class sizing and trade recommendations
- Manage investment timing and additional portfolio & client guideline considerations to create and execute trade plans
- Directly engage with client contact(s), internal CA business areas, and third‑party managers to ensure effective communication and implementation of investment decisions
- Develop and maintain custom portfolio structure exhibits for investment team and client use
- Implement a variety of investment strategies and products e.g., ETFs, mutual funds, futures, hedge funds, private equity & other illiquid diversifiers
- Portfolio monitoring, reporting, and oversight
- Liaise with service providers to ensure proper transaction execution and that optimal exposures to target allocations are maintained
- Proactively monitor portfolio liquidity and cash balances, taking into account spending and unfunded private equity and venture capital (PE/VC) commitments
- Evaluate & monitor compliance of the portfolio against client guidelines
- Serve as primary liaison between investment team and performance reporting team, communicating any changes to setup/structure.
- Currency hedging and overlays
- Monitor currency exposure of portfolio positions and liaise with currency specialist providers to execute FX forward contracts to hedge currency risk
- Manage portfolio beta exposure by monitoring portfolio exposures and liaise with derivatives overlay specialists to execute equity derivatives futures contracts
- Client team management and ad hoc tasks & skills
- Build an understanding for how specialized service providers operate (e.g., futures and currency overlays, traders, post distribution management, secondaries sales) and can be used for portfolio management needs.
- Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
- Leverage knowledge of investment and portfolio management concepts to help external providers (legal, tax, audit) complete work related to the portfolio.
- Participate in department projects and working groups to improve processes, training, and other ad hoc topics
QUALIFICATIONS
- BS/BA with 3-5 years of experience in the financial services industry.
- Experience in portfolio-related operations is valuable.
- 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.
Base salary range for this role: Pay Range Minimum: 51200 Pay Range Maximum: 66600. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Associate, Portfolio Implementation Management employer: Cambridge Associates
Contact Detail:
Cambridge Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Portfolio Implementation Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who might know someone at Cambridge Associates. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s values and recent projects. Show us you’re not just another candidate; demonstrate how your skills align with our mission to maximise client impact.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience in portfolio management can benefit our clients. We love candidates who can clearly articulate their value and fit within our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Cambridge Associates.
We think you need these skills to ace Associate, Portfolio Implementation Management
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Associate role. Highlight your experience in portfolio management and operational support, as these are key aspects of the job. We want to see how your skills align with our mission at Cambridge Associates!
Showcase Your Skills: Don’t just list your qualifications; demonstrate them! Use specific examples from your past experiences that showcase your problem-solving abilities and attention to detail. We love seeing how you’ve tackled challenges in the financial services industry.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that gets straight to the point, making it easy for us to see your potential.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way to ensure your application reaches us directly. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Cambridge Associates
✨Know Your Portfolio Basics
Before the interview, brush up on your knowledge of portfolio management and investment strategies. Understand key terms like ETFs, hedge funds, and private equity, as these will likely come up in conversation. Being able to discuss these concepts confidently will show that you’re serious about the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple projects or tasks. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it clear how you prioritised and executed your responsibilities.
✨Engage with Real-World Scenarios
Be ready to discuss real-world scenarios related to portfolio implementation and client management. Think about how you would handle specific challenges, such as managing client expectations or ensuring compliance with guidelines. This will demonstrate your problem-solving abilities and practical understanding of the role.
✨Ask Insightful Questions
Prepare thoughtful questions to ask your interviewers about the team dynamics, current projects, or the firm’s approach to portfolio management. This not only shows your interest in the position but also gives you a chance to assess if the company culture aligns with your values.