Portfolio Implementation Management Expert

2 weeks ago


San Francisco, California, United States Cambridge Associates LLC Full time

THE OPPORTUNITY

Portfolio Implementation Management Expert

Cambridge Associates LLC is a global investment firm that provides institutional and private clients with investment advice and portfolio management services. We are seeking a highly skilled Portfolio Implementation Management Expert to join our team in this exciting new role.

Responsibilities

The Portfolio Implementation Management Expert will be responsible for providing advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs. They will act as the central point of contact for both clients and investment teams, minimizing the investment team's involvement and oversight of portfolio implementation, tracking, and reporting. This will enable the investment team to focus on making investment decisions.

Key Objectives

The Portfolio Implementation Management Expert's Key Objectives will be to provide superior client and investment team service, seek opportunities to improve investment team efficiency and organization, ensure accurate and timely client/investment team deliverables, be innovative and solution-oriented, promote clear and concise communication to all relevant parties, and exhibit critical thinking and management of competing deadlines.

The Portfolio Implementation Management Associate

The successful candidate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities will include investigating and answering operationally driven client and investment team inquiries, coordinating with investment teams to complete ad-hoc operational projects and provide supplemental portfolio analysis, directly engaging with client contact(s), investment teams, and other internal areas to ensure effective communication regarding the implementation of investment decisions, contacting investment managers and/or custodians regarding individual portfolios, and developing and maintaining custom portfolio structure exhibits.

Qualifications

The successful candidate will have a BS/BA with 3+ years of experience in the financial services industry, preferably in portfolio-related operations. Knowledge of alternatives, particularly private equity & hedge funds, is also valuable. They will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills, as well as superior problem-solving, analytical, and organizational skills. They will also be able to work with a singular focus or on several projects simultaneously, both independently and collaboratively, and possess a 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 are required, with experience with Bloomberg and FactSet a plus.

Estimated Salary

The estimated salary for this role is $80,000 - $110,000 per year, depending on experience and qualifications. This estimate is based on national averages for similar roles in the United States.


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