Cambridge Associates is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, pensioners' obligations, or personal endeavors. Our goal is to meet clients wherever they are in the investment process. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research platform. Committed to independence since our founding more than 40 years ago, we are motivated only by what is best for our clients.
Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment advisors and an extensive research platform to support them. With more than 1,300 employees in nine locations around the globe, we are constantly looking to discover new ideas for our clients' portfolios. This extensive network helps us to identify and access the best global investment opportunities all over the world.
The Advisory Services Associate is responsible for coordination, oversight, and execution of investment decisions related to the oversight of investment programs of client institutions and family groups. This includes coordinating and facilitating communication between clients, Investment Directors and staff, external investment managers, bank custodians, attorneys, and other relevant parties.
Job Responsibilities Act as primary or secondary Advisory Services Group (ASG) contact for ASG clients, investment managers, and internal investment team staff. Collect, interpret, and organize information relating to all aspects of client portfolios. Proactively support client objectives through communication with third-party service providers. Review documentation and maintain correspondence. Complete subscription and redemption documentation, track share class information, and monitor manager liquidity provisions on behalf of the client. Coordinate asset transfer between clients, custodians, and investment managers and maintain account records. Monitor/track capital call and distributions for clients with private investment programs. Utilize manager/custodian websites to monitor client transactions. Prepare ad hoc reports. Utilize internal CA resources to support client activities. Provide administrative support to client teams. Maintain awareness of current investment themes and client interests.
Qualifications 2+ years of related work experience (preferred, but not required)
Ability to work in a time-sensitive environment and balance competing priorities
Strong analytical and organizational abilities
Exceptional written and oral communication skills
Experience in a customer service environment
Demonstrated ability to work both independently and as part of a team
Able to learn quickly and adapt to new challenges
Professional, focused, and disciplined approach to work responsibilities Experience in Microsoft Office Suite, including Excel, Outlook, and Word All candidates must be eligible to work in the United States without sponsorship or restrictions
Please submit cover letter and resume for consideration.