Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Oversee investment decisions and coordinate portfolio operations for clients.
- Company: Join a leading global investment firm with a strong commitment to client impact.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in investment management while working with top industry professionals.
- Qualifications: 3-5 years in financial services, strong analytical skills, and a passion for investments.
- Other info: Dynamic role with opportunities for growth and learning in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ 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.
Our clients are served by a full-service investment team including a Chief Investment Officer (CIO), Investment Directors, and Investment Associates as well as Portfolio Implementation and Operations Analysts, who construct and manage portfolios in line with each client’s investment objectives. 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.
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.
Senior Associate, Portfolio Implementation Management employer: Cambridge Associates
Contact Detail:
Cambridge Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate, Portfolio Implementation Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for a Senior Associate role. A personal recommendation can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research Cambridge Associates thoroughly, understand their portfolio management strategies, and be ready to discuss how your experience aligns with their mission. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your skills in managing client relationships and operational support. Make sure you can confidently explain how you can contribute to their Portfolio Implementation Management 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 the team at Cambridge Associates.
We think you need these skills to ace Senior Associate, Portfolio Implementation Management
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Associate role. Highlight your experience in portfolio management and operational support, as well as any relevant skills that align with our mission at Cambridge Associates.
Showcase Your Skills: We want to see your problem-solving and analytical skills shine through. Use specific examples from your past experiences to demonstrate how you've successfully managed projects or improved processes in a similar environment.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon unless it's industry-specific and relevant. We appreciate straightforward communication, so make sure your key points stand out!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Cambridge Associates
✨Know Your Portfolio Inside Out
Before the interview, make sure you have a solid understanding of portfolio management concepts and the specific investment strategies mentioned in the job description. Familiarise yourself with terms like private equity, hedge funds, and ETFs, as these will likely come up during your conversation.
✨Showcase Your Communication Skills
As a Senior Associate, you'll be the main point of contact for clients and internal teams. Practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information in previous roles, especially in high-pressure situations.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in portfolio implementation or client management. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your analytical skills and how you approached problem-solving in those scenarios.
✨Engage with Questions
Prepare thoughtful questions about the company's approach to portfolio management and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Ask about their best practices and how they measure success in the Portfolio Implementation Management Team.
