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Cambridge Associates
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  • CAREERS THAT CHANGE THE WORLDOUR CLIENTSCambridge Associates believes... Read More

    CAREERS THAT CHANGE THE WORLD

    OUR CLIENTS

    Cambridge Associates believes our clients come first.

    Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they canchange the world.

    OUR CULTURE

    Cambridge Associates believes culture is central to your success and ours.

    We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, andyour success is our priority.

    o We foster aninclusiveanddiverseenvironment that enablesall individualsto engage andbring their full selves to work.

    OUR PEOPLE

    Cambridge Associatesbelieves we do our best when you do your best.

    At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we builda community that is stronger together.

    But enough about us.Tell us about YOU

    o Are you abold individualseeking an opportunity to contribute to avalue-based, collaborative environmentin some of the most exciting cities around the globe?

    o Are you eager to work for an organization committed todiversity, inclusion, sustainability, and Corporate Social Responsibility?

    o Do you strive to work in an environment that encouragesinnovation and teamwork?

    o Are you athought leaderwho cares aboutmaking a difference in the worldwhile contributing to anamazing culture?

    o Do you value achallenging professional opportunitywhere you canleverage your skills, gain avaluable foundational in finance and investment, and build along-term career development plan?

    o Are you seeking acompetitive salaryarobust and comprehensive benefits program, and a variety ofattractive benefits and perks?

    THE OPPORTUNITY

    As part of a highly collaborative global Private Investments team, the Investment Director’s primary responsibility will be to identify, evaluate and monitor high-quality private investment managers, particularly in the venture capital and growth equity strategies.

    RESPONSIBILITIES

    Serve as a key resource on VC and GE managers and funds in North America.Lead meetings with general partners, management teams, and other relevant professionals to assess and evaluate investment managers and their funds.Lead reference calls regarding investment opportunities and market views with industry participants.Complete written assessments and recommendations utilized by our clients and colleagues to support investment decisions. For funds, this includes detailed diligence reports backed by meetings, factual analyses and references; and for the market, this entails periodic research reports on current topics of interest.Monitor market trends and contribute to C|A’s thought leadership in this area.

    QUALIFICATIONS

    MBA or CFA strongly preferredA minimum of 5 years of relevant experience and familiarity with private investingDemonstrated analytical skills and strong written and oral communication skillsSignificant experience performing complex financial analysis and modeling and ideally some experience with partnership agreements and understanding what is standard and what is notAbility to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of dataDemonstrated relationship-building skills and ideally a strong list of contacts in the PE/VC industry to help with relationship building as well as referencingAbility to work independently and under time constraints

    Expected Salary: $150,000

    Want to learn more?

    Click HERE to learn more about how Cambridge Associateslives our firm valuesevery day. ( https://www.cambridgeassociates.com/about-us/firm-values/ )

    Click HERE to learn more about Cambridge Associatesinvests in diversity and inclusion.( https://www.cambridgeassociates.com/about-us/diversity-inclusion/ )

    Click HERE to learn more about our commitment toCorporate Social Responsibility. ( https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/ )

    EQUAL OPPORTUNITY EMPLOYMENT

    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.

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  • About the Firm:We are a leading global investment firm and aim to help... Read More

    About the Firm:

    We are a leading global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception in the 1980s has been a primary driver of performance for institutional investors. Today, we deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates. Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA.

    Working with some of the world’s most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.

    About the Team:

    Cambridge Associates’ Investment Strategy Office is composed of over 25 investment professionals worldwide, dedicated to market analysis, asset allocation guidance, risk management, and investment science. This role is part of the Capital Markets Research team, which focuses on identifying risks, trends, and opportunities in global investment markets. Capital Markets Research Investment Directors play a critical role in analyzing market dynamics and effectively communicating insights to clients through both written publications and oral presentations. They are expected to contribute regularly by producing high-quality written content, developing unique investment views, and refining our approach to understanding and interpreting market movements. This position is available in our Boston or London office.

    What You’ll Do:

    · Author Research Publications. The individual will be responsible for producing 10–15 publications annually, covering capital market developments, asset classes, and asset allocation topics. These publications will range from blogs and one-page quick responses to multi-page chart books and comprehensive 10-page research reports.

    · Communicate Investment Views: The individual will share investment views in internal firm forums and, as their career progresses, with clients. This responsibility will include providing regular updates on market developments and addressing bespoke topics as requested.

    · Serve as an Asset Class Expert: The individual will develop expertise in a select number of asset classes and act as a key resource for the Tactical Asset Allocation Committee, colleagues serving clients directly, and, over time, clients themselves.

    · Enhance Market Analytics: With a deep passion for markets and an insatiable curiosity about the drivers of asset performance, the individual will contribute to refining existing analytics and developing innovative approaches to understanding market dynamics.

    · Build Internal and External Networks: As an ambassador for the team, the individual will cultivate relationships with colleagues, clients, prospects, and other investment firms. A strong network will enable the team to effectively share insights, influence decision-making, and better understand client and market needs.

    · Collaborate with Teammates: The individual will work closely with a ~20-person team composed of professionals at various stages of their careers. They will embrace feedback from senior colleagues while mentoring junior team members. The team thrives on a culture of kindness, collaboration, and boldness, and the individual will be expected to uphold and contribute to this environment.

    What You Bring:

    · BA/BS required. MBA or CFA strongly preferred.

    · A knowledge of and fascination with global investment markets.

    · Excellent writing skills and a passionate dedication to writing well. Strong candidates will be asked to complete a writing exercise.

    · Knowledge of statistics or programming languages, such as R or Python, preferred.

    · Excellent interpersonal and communication skills.

    · Ability to meet deadlines and work on multiple projects simultaneously.

    · Ability to work independently while also contributing to the success of the team.

    Equal Opportunity Employment:

    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

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  • Senior Investment Director  

    - Boston
    FIRM OVERVIEWCambridge Associates (“CA”) is a leading global investmen... Read More

    FIRM OVERVIEW

    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.

    Cambridge Associates maintains offices in Boston; Arlington, VA; Beijing; Dallas; London; Hong Kong; Munich; New York; San Francisco; Singapore and Sydney. Cambridge Associates consists of five global investment consulting affiliates that are all under common ownership and control. For more information, please visitwww.cambridgeassociates.com.

    POSITION OVERVIEW

    We are seeking to hire an Investment Director who will work for the Co-Chief Investment Officers (“CIOs”) while partnering with other team members to construct and manage client portfolios and communicate timely information to the team’s clients. Opportunity to work with (and learn from) a team in the Private Client Practice managing client portfolios that range in size from $200 million to >$7 billion.

    The team functions as the dedicated investment office for 12 family offices in the U.S., Canada, Central America, and South America. They currently manage over $16 billion in client assets and have consistently delivered top decile/quartile returns. Given their focus on timely client engagement and efficient portfolio execution, they have grown organically through client referrals, as well as strong networks in the family office market. The team has a flat structure with clear roles and ownership of all investment and operating processes. Team members meet daily to discuss markets, investment themes, managers, and client portfolios, while stayingfocused on task/project delivery.

    The team is guided by these objectives:

    ·Generate top decile/quartile investment performance

    ·Maintain high client satisfaction, as measured by 100% client retention

    ·Actively foster and facilitate enhancing our clients’ networks and investment knowledge

    ·Develop the next generation of talent

    RESPONSIBILITIES

    Support Co-CIOs and Investment Directors in the management of client portfolios and relationships

    ·Global Markets and Investment Managers: Stay abreast of market developments, actions, and changes to develop a view on how client portfolios should be positioned and the impact of market actions (both positive and negative) to client’s portfolios. Build manager knowledge and relationships to ultimately leverage these networks for access to capacity constrained managers, co-investment opportunities. Conduct manager due diligence as needed.

    ·Provide input to Client/Prospect Portfolio construction:Understand implications of client’s spending, family enterprise and specific circumstances to model recommendations for asset allocation and portfolio construction.Provide input to investment decisions (thematic areas of focus, portfolio construction guidelines, current exposures, liquidity levels etc.)

    ·Monitor Client Portfolios:For liquidity, sector and geographical exposures, currency, and asset class weights – develop insights from this process to drive recommendations and decisions.

    ·Projects:Lead investment related projects that have direct impact on strategic asset allocation decisions. Additionally, storyboard and lead projects related to ad-hoc client questions and requests.

    ·Effectively communicate to clients through effective written and verbal communications:Effectively communicate recommendations to clients (and prospects) in a concise, transparent and intuitive manner that is appropriate for audiences of varying investment expertise.

    ·Team Management:Manage a team of investment analysts including overseeing and directing workflow across the analyst team to ensure high quality deliverables.

    QUALIFICATIONS

    ·Five to ten years of investment experience with strong preference for having worked on a trading desk, at an investment manager or a capital allocator (competitor to CA)

    ·Ability to thrive and problem solve in a fast-paced and demanding work environment

    ·Proven ability to deliver on time with high accuracy and quality

    ·Hard working, ability to manage multiple deadlines

    ·Collaborative approach while commercially competitive

    ·Active participant in learning culture (e.g. giving and receiving)

    ·Exceptional written and verbal communication skills

    ·Strong organizational skills. Proven ability to prioritize competing deliverables based on need and timing

    ·Strong attention to detail – ability to review, edit and ensure high quality deliverables

    ·Able to work effectively with autonomy and collaborate effectively with integrated team

    ·Direct client relationship experience preferred

    ·CFA candidate preferred, but not required

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  • Position OverviewInvestment Directors (IDs) on the Private Investment... Read More

    Position Overview

    Investment Directors (IDs) on the Private Investment team spend the majority of their time sourcing and underwriting investment managers. This includes meeting with managers; attending annual meetings; networking with industry participants to gather market intelligence and identifying promising new managers. All of this culminates in conducting due diligence on high conviction managers for investment by the firm and its clients. The role entails serving as a primary point of contact and interaction for private equity and growth equity investment managers, coordinating and attending meetings and producing written assessments and facilitating the flow of manager information internally.

    In addition, the Investment Director is responsible for actively monitoring and evaluating managers on an ongoing basis, producing written evaluations for firm and client use. The Investment Director is also expected to work closely with, and support the development of, Investment Analysts and Associates.

    Finally, the Investment Director will work closely and collaboratively across the broader Cambridge Associates private investments team to track and analyze industry trends and information and produce research pieces as well as serve as a resource for client-facing colleagues building high quality private investment portfolios for our clients.

    Job Responsibilities

    · Serve as a key resource indeveloping investment assessments of private equity and growth equity managers and markets through ongoing qualitative and quantitative research and analysis.

    · Serve as a resource in developing investment assessments on other private investment fund strategies and geographies as part of the global Private Investments team.

    · Utilize common analytical frameworks and develop analyses to assess private equity and growth equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes.

    · Lead meetings with general partners, management teams, and other relevant professionals to assess and evaluate investment managers and their funds.

    · Lead reference calls regarding investment opportunities and market views with industry participants.

    · Produce written assessments and recommendations utilized by our clients and colleagues to support investment decisions. For funds, this includes detailed diligence reports backed by meetings, factual analyses, and references; and for the market, this entails periodic research reports on current topics of interest.

    · Monitor market trends and contribute to CA’s thought leadership in private investments.

    · Serve as a resource to colleagues and clients seeking current information on investment opportunities and markets, including data and analysis, comparisons across fund managers, and the investment views of the Private Investments team.

    · Represent the firm at certain meetings with clients, prospects and at industry events to further the firm’s thought leadership and assist with business development

    · Contribute to secondaries and co-investment investment evaluations, when appropriate.

    Qualifications

    · MBA, CFA, or other relevant professional qualifications strongly preferred

    · Relevant investment experience and familiarity with private investments preferred, gained from work at a large institutional investor, private equity investment or advisory firm

    · Demonstrated qualitative and quantitative analytical skills

    · Excellent oral and written communication skills

    · Experience performing relevant financial analysis and modeling for private investments and ideally some experience with limited partnership agreements

    · Ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

    · Ability to work independently and under time constraints

    · Demonstrated relationship-building skills

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  • Cambridge Associates (“CA”) is a leading global investment firm. CA’s... Read More

    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. For more information, please visit www.cambridgeassociates.com .

    Position Summary:

    Cambridge Associates is seeking an experienced Director, Composite Performance to lead and oversee the composite performance for the firm’s track records. The ideal candidate will have a deep understanding of performance calculations and GIPS standards, serving as an internal subject matter expert on selecting composites, performance and moving the firm towards adopting GIPS standards. This role requires a strategic thinker that can partner with business stakeholders and external vendors to ensure preparedness and compliance and overseeing the maintenance of all composite-related deliverables. The role can be Director or Associate Director level, based on the candidate’s qualifications.

    Key Responsibilities:

    Performance:

    · Oversee periodic standard and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance and related data.

    · Provide guidance and expertise on methodology for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution.

    · Drive inspection of performance anomalies and corrective actions

    · Provide day-to-day oversight and guidance on composite-related maintenance activities and manage composite-related escalations to ensure timely resolution.

    · Maintain the firm’s performance policies and procedures document and internal desktop procedures.

    · Train and mentor junior colleagues to build performance expertise within the team.

    · Develop industry insights through proactive networking, conference attendance, and independent research.

    · Assist with related special projects and vendor selection as needed

    GIPS: The firm is not currently GIPS compliant but will be pursuing this in the future

    · Serve as the internal subject matter expert on GIPS standards, staying updated on changes, and partnering with business stakeholders and external vendors to ensure compliance.

    · Oversee the maintenance of the GIPS Firm and all composite-related deliverables and vendors.

    · Maintain the firm’s GIPS policies and procedures document and internal desktop procedures.

    Qualifications:

    · Bachelor’s Degree in Statistics, Finance, Economics, or related field.

    · 10+ years of analyst or operations experience.

    · 2+ years of direct experience in composite maintenance and GIPS verification.

    · Some knowledge/experience in the alternative investment space (private equity, hedge funds, real estate, commodities, venture capital, and structured products) required

    · Advanced technical skills (Excel modeling, data visualization tools)

    · Certificate in Investment Performance Measurement (CIPM) desirable but not required

    · Experience with client performance reporting

    · Knowledge/experience with composite maintenance software and performance systems a plus

    · Demonstrated aptitude for numbers and quantitative proficiency.

    · Comfort with ambiguous and evolving Performance and GIPS landscape.

    · Good analytical, problem-solving, and decision-making skills, with a strong attention to detail.

    · Effective communication and interpersonal skills.

    · Ability to work collaboratively in a fast-paced, dynamic environment; ability to handle multiple assignments while managing to strict and competing deadlines

    The base salary range for this role is $149,000 to $199,600 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.

    About the company

    Cambridge Associates is a global investment firm that works with premier institutional investors, private investors, and family offices to implement and manage custom investment portfolios.

    Notice

    Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

    Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.

    Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

    An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.

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  • Investment Director, Credit  

    - Boston
    Firm Overview:Cambridge Associates (“CA”) is a leading global investme... Read More

    Firm Overview:

    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. For more information, please visit www.cambridgeassociates.com .

    Position Summary:

    Cambridge Associates’ Credit Investment Group (CIG) is responsible for all fixed income and credit-related investment strategies on a global basis. This spans private credit, credit hedge fund, and public investment grade and non-investment grade funds. Fund strategies include asset classes such as investment-grade, leverage loan and high-yield bond funds; credit and distressed hedge funds; and direct lending, mezzanine, distressed and other specialty credit strategies executed through private funds. In addition to identifying compelling manager, fund and market investment opportunities, the CIG also works directly with other Investment Directors and clients in constructing, implementing and managing credit portfolios.

    The Investment Director will have an integral role collaborating with the group’s Managing Directors while providing leadership and direction to the Investment Associates. The Investment Director will primarily focus on Private Credit and either lead or assist in (i) identifying market themes and investor trends(ii) identifying and monitoring a range of sub strategies within Private Credit including hosting manager meetings and conducting comprehensive due diligence; (iii) acting as an expert resource for the firm’s investment professionals for credit-related inquiries and (iv) coordinating various other activities related to the CIG. The position will be based in Boston, MA.

    Key Responsibilities:

    · In collaboration with other members of the Credit Investment Group, develop opinions on private credit landscapes including all sub-strategies such as Direct Lending, Credit Opportunities, Specialty Finance, and Special Sits/Distressed, through continuous qualitative and quantitative research and analysis. Articulately share and communicate these perspectives throughout the firm internally and externally.

    · Develop a deep understanding of the relationship between public credit markets and private credit offerings. Be able to compare and explain the trends in public and private credit markets.

    · Actively evaluate and monitor investment managers to source new investment ideas. Lead meetings with general partners, portfolio managers, and other senior personnel, and attend annual meetings and industry conferences. Compose summaries and commentaries of manager meetings.

    · Conduct in-depth investment due diligence on private credit managers through in-person meetings, onsite interviews, reference checks, performance analytics, and independent critical analysis. Assess funds in terms of organization, investment strategy, performance, fund terms, portfolio construction, and other key attributes, and develop a cogent opinion/recommendation of the opportunity. Prepare written reports for use internally and externally which provide colleagues and clients information and a basis for investment decisions.

    · Serve as an informed, trusted resource to colleagues and clients seeking views and ideas on the private credit landscape including i) the risk return profiles of various sub strategies; ii) comparisons with fixed income products and other asset classes both private and public; iii) the global macro trends affecting credit; and iv) fund managers across the private credit space.

    Qualifications:

    · BA/BS required; MBA or CFA strongly preferred

    · Relevant investment experience; understanding of credit asset classes and markets; familiarity with the manager universe preferred; appropriate investment knowledge and experience gained from work at an investment firm or institutional investor

    · Demonstrated analytical skills and strong written and oral communication skills

    · Demonstrated relationship-building skills and work in a team-oriented setting

    · Exceptional organizational and project management skills; ability to work on multiple projects independently, as part of a team, and under time constraints; ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

    The base salary range for this role is $135,400 to $181,500. 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.

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  • Associate Investment Director  

    - San Francisco
    Firm Overview:Cambridge Associates (“CA”) is a leading global investme... Read More

    Firm Overview:

    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. For more information, please visit www.cambridgeassociates.com .

    Position Summary:

    The Associate Investment Director position is the first step on the Investment Director path. Associate Investment Directors work with colleagues to help clients meet or exceed their investment objectives. This typically includes developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Associate Investment Directors also conduct due diligence on investment opportunities, select or recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. They typically interact directly with the investment committee of Boards of Trustees, Investment Committees, or Chief Investment Officers of institutions.

    Key Responsibilities:

    Investment Knowledge & Application

    · Participate in creation and development of diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs of client

    · Demonstrate foundational knowledge of core investment concepts, principles and asset classes as well as knowledge of managers within client portfolios

    · Beginning to build a personal investment philosophy and test ideas/learning with investment teams

    · Advanced knowledge of private investment (PI) concepts and associated internal tools

    Analytical Skills & Storyboarding

    · Develop and oversee or complete analyses to inform decision making by the internal team and client

    · Partner with Investment Directors to determine topics to be addressed providing input on the agenda and overseeing the development of materials to support those topics

    · Partner with Investment Directors in creation of initial and ongoing PI manager due diligence and evaluation

    · Knowledge of quantitative models and resources, and communicates analytical problems and solutions effectively

    Teamwork, Collaboration, and Management

    · Provide support to PI specialists who lead large and complex client relationships

    · Effectively manage workflow of internal client teams, collaborating with Investment Directors, delegating appropriately to Associates and Analysts, and ensuring high quality deliverables and clear communication between all members of client teams

    · Develop and manage timelines for Associate and Analyst team members

    · Oversee operational aspects of client relationships by collaborating with respective onboarding specialists, portfolio coordinators and/or client operations members

    · Show a commitment to others’ professional development, providing support, mentorship, and feedback to Analysts and Associates on investment team

    · Willingness and capability to train and equip Associates in the tools and aspects of PI in order that knowledge is sufficiently transferred over time

    Communication and Client Relationship Skills

    · Work directly with the investment committees, trustee boards or the Chief Investment Officers of our clients

    · Work directly with PI managers across all sub-sectors and geographies

    · Field operational and execution-oriented questions

    · Independently interact and present recommendations and establish rapport with clients

    · Exhibit proficiency in verbal and written communication skills, reflected in client materials, manager due diligence, memos, and in email exchanges with clients

    · Participate in business development preparation and pitches as part of intact team

    Qualifications:

    · Bachelor’s in finance or related field

    · 3+ years of expereince in investment management

    · Excellent communication and collaboration skills.

    · Attention to detail and a commitment to producing high-quality work.

    · Ability to manage multiple projects and meet deadlines.

    · Strong analytical and problem-solving skills.

    The base salary range for this role is $132,000 to $148,500. 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.

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  • Data Quality Lead  

    - Boston
    Firm OverviewCambridge Associates (“CA”) is a leading global investmen... Read More

    Firm Overview

    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.For more information, please visit www.cambridgeassociates.com .

    Position Overview

    We are seeking a seasoned and proactive Director, Data Quality Lead, to join our growing Data Office team. As the Data Quality Lead, you will drive our data quality initiatives and improve our firm’s data quality competency. Additionally, you will be responsible for implementing tools, policies and procedures to improve the accuracy, consistency, and reliability of data across the organization. This role will work closely with various departments to align data quality initiatives with business objectives, requiring an understanding of financial services, our business functions, operations, and terminology.

    Key Responsibilities:

    Data Quality Strategy

    · Develop and articulate the organization's data quality vision, strategy, and roadmap in alignment with the organization's business goals and objectives.

    · Define data quality objectives, priorities, and key performance indicators (KPIs).

    · Ensure data quality efforts comply with regulatory requirements such as GDPR, CCPA, and industry-specific regulations.

    Data Quality Management

    · Establish and implement governance standards, policies and procedures for data quality and validation in concert with our overall data governance initiative.

    · Develop standard methods and reusable solutions across data quality validations, monitoring, metrics gathering and reporting.

    · Collaborate with data owners and stewards to resolve data quality issues and conduct regular data audits and assessments to identify and mitigate data risks.

    · Review data validation plans for new development to ensure a comprehensive data validation solution is designed and implemented.

    · Periodically review validations performed by consumers to find opportunities to move checks upstream to help with overall operational efficiency and data quality.

    Role Responsibilities and Expectations

    · Must be able to quickly ramp-up on the domain understanding and business processes, users’ needs and what the data represents meaningfully to contribute to defining validations and KPIs in collaboration with business teams.

    · Become an SME for our data quality platform and subsequently assist and train others.

    · Review data validation plans for new development to ensure comprehensive validation is designed and implemented.

    · Provide guidance to teams migrating to newer applications to ensure accurate and efficient data migration and seeding.

    · Be the champion for accuracy along the entire data lifecycle from ingestion to transformation to consumption and any other steps in between as well as accurate historical data to support analysis and regulatory needs.

    Leadership and Communication

    · Lead the data quality and management efforts in the organization.

    · Empower data owners to improve quality through education, implementation of data validations and turning data observability outputs into actionable steps.

    · Must be able to communicate with varying audiences (e.g., senior management, IT, business teams, etc.) to convey new concepts and understand the goals and challenges they are working to achieve and overcome.

    · Foster a culture of data-driven decision-making, data stewardship, collaboration and continuous improvement.

    · Identify opportunities to drive efficiency in our data quality efforts and business processes using improved data quality or automation.

    Qualifications:

    Education

    · Bachelor's degree in computer science, Information Management, Data Science, or related field.

    Experience

    · Minimum 5-8 years of experience in data quality, data governance, or related field.

    · Experience with data quality platforms (e.g. Ataccama or Informatica), particularly in the areas of validation, profiling and lineage.

    · Proven track record of developing and implementing data quality strategies

    · Experience in the financial services industry, particularly public and private investments, is highly desirable.

    Skills

    · Strong understanding of data governance principles, data quality management, and data security practices.

    · Proficiency in data quality platforms and technologies, particularly in the areas of validation, profiling and lineage.

    · Strong programing skills in languages like Python and SQL are required. Experience in data platforms like Snowflake or Databricks would be a plus.

    · Excellent analytical, problem-solving, and decision-making skills.

    · Strong leadership and team management skills.

    · Excellent communication and interpersonal skills, including the ability to work effectively with stakeholders (technical and non-technical) at all levels of the organization.

    Certifications

    · Relevant certifications such as Certified Data Management Professional (CDMP) or DM-BOK is a plus.

    Want to learn more?

    Click HERE to learn more about how Cambridge Associateslives our firm valuesevery day. ( https://www.cambridgeassociates.com/about-us/firm-values/ )

    Click HERE to learn more about Cambridge Associatesinvests in diversity and inclusion.( https://www.cambridgeassociates.com/about-us/diversity-inclusion/ )

    Click HERE to learn more about our commitment toCorporate Social Responsibility. ( https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/ )

    The base salary range for this role is $163,200 to $218,700. 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.

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