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Investment Analyst

1 month ago


Boston, Massachusetts, United States Cambridge Associates Full time

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 can change 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, and your success is our priority.

o We foster an inclusive and diverse environment that enables all individuals to engage and bring 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 build a community that is stronger together.

But enough about us. Tell us about YOU

o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?

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

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

o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?

o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?

o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

THE OPPORTUNITY

The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients. The team is located in Boston, Arlington, London, and Singapore.

Investment Associates receive ongoing qualitative and quantitative training and mentorship from research and client facing investment staff. Because deep knowledge and experience are important for maximizing an IA's time at C|A, we are looking for candidates who are interested in growing with our Research Team for a minimum of 2-3 years.

RESPONSIBILITIES


• Aid senior team members in developing house opinions on Global, Non-US, and Emerging Markets equity managers and markets through ongoing qualitative and quantitative research and analysis.


• Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.


• Conduct portfolio performance analysis, including use of Factset, Bloomberg and/or other in-house and third-party analytical tools.


• Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel.


• Complete written research utilized by our clients and directors to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry.


• Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.

QUALIFICATIONS


• Bachelor's degree (any major) with a record of achievement.


• Strong, demonstrated interest in investments.


• Strong analytical and quantitative skills.


• Demonstrated leadership, integrity, and initiative.


• Demonstrated command of written communication and strong business writing skills.


• Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.


• Strong Excel skills preferred. Programming skills a plus.


• Ability to work both independently and in a team under tight deadlines.


• Ability and willingness to travel domestically and internationally.


• Progress towards or interest in pursuing CFA designation.


• Post-college work experience preferred.

Want to learn more?

Click HERE to learn more about how Cambridge Associates lives our firm values every day. )

Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. )

Click HERE to learn more about our commitment to Corporate Social Responsibility. )

EQUAL OPPORTUNITY EMPLOYMENT

The firm is committed to the concept and practice of equal employment opportunity, and will notdiscriminate 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.