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- Tasks: Coordinate portfolio operations and support investment teams in making impactful decisions.
- Company: Join a leading global investment firm with a mission to maximise client impact.
- Benefits: Gain valuable experience in finance, competitive salary, and opportunities for growth.
- Why this job: Be at the heart of investment strategies and learn from industry experts.
- Qualifications: BS/BA and some experience in financial services; passion for investments is key.
- Other info: Dynamic team environment with a focus on collaboration and innovation.
The predicted salary is between 28800 - 48000 £ 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 an 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.
The Portfolio Implementation Management 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.
Responsibilities- 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.
- Work with PIM colleagues to gain exposure to client and other external stakeholder communications for operational matters.
- Contribute to projects making improvements to existing processes and platforms via engagement with the Portfolio Implementation Management Group, and assisting in the development & implementation of new initiatives.
- Learn the full investment life cycle, from trade planning through to investment execution for each client portfolio, in time then managing these processes independently.
- Maintain clients' portfolio monitoring and projections spreadsheets by updating portfolio positioning and future investment decisions in coordination with Portfolio Director(s).
- Develop an understanding of allocation targets and tactical tilts and how this factors into rebalancing proposals, together with specific asset class sizing and trade recommendations.
- Monitor investment timing and additional portfolio & client guideline considerations to create and execute trade plans.
- Learn to 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 liaison between investment team and performance reporting team, communicating any changes to setup/structure.
- Currency hedging and overlays.
- Learn to monitor currency exposure of portfolio positions and liaise with currency specialist providers to execute FX forward contracts to hedge currency risk.
- Develop an understanding of portfolio beta exposure, work with senior colleagues to monitor 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.
- Participate in department projects and working groups to improve processes, training, and other ad hoc topics.
- BS/BA with some 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.
Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.
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 in London employer: Cambridge Associates
Contact Detail:
Cambridge Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Portfolio Implementation in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Associate role!
✨Tip Number 2
Prepare for interviews by diving deep into Cambridge Associates' values and recent projects. Show us you’re not just another candidate; demonstrate your passion for investment management and how you can contribute to our mission of maximising client impact.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the ideal fit for the Portfolio Implementation Management Team. Highlight your analytical skills and any relevant experience in portfolio operations. Confidence is key!
✨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 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate role. Highlight any relevant experience in portfolio management or financial services, and don’t forget to showcase your analytical skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background aligns with our mission at Cambridge Associates. Keep it concise but impactful!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can demonstrate their problem-solving abilities, especially in fast-paced environments like finance.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Cambridge Associates
✨Know Your Investment Basics
Before heading into the interview, brush up on your knowledge of investment concepts, especially those related to portfolio management. Familiarise yourself with terms like asset allocation, rebalancing, and different investment vehicles such as ETFs and hedge funds. This will show that you’re not just interested in the role but also understand the industry.
✨Demonstrate Problem-Solving Skills
Prepare examples from your past experiences where you successfully solved problems or improved processes. The role requires strong analytical skills, so be ready to discuss how you approach challenges and what strategies you use to find solutions. This will highlight your ability to contribute to the team effectively.
✨Showcase Your Communication Skills
As a central point of contact for clients and investment teams, effective communication is key. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview that demonstrate your interest in client relationships and operational support.
✨Familiarise Yourself with Cambridge Associates
Research Cambridge Associates thoroughly. Understand their mission, values, and the services they provide. Being able to discuss how your skills align with their goals will set you apart. It shows that you’re genuinely interested in being part of their team and contributing to their success.
