Portfolio Implementation Management Associate
4 weeks ago
THE OPPORTUNITY
Portfolio Implementation Management Associate
At Cambridge Associates LLC, we are seeking a highly motivated and detail-oriented Portfolio Implementation Management Associate to join our Global Portfolio Services team. The successful candidate will provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs.
RESPONSIBILITIES
Key Responsibilities:
- Investigate and answer operationally driven client and investment team inquiries.
- Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
- Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
- Contact investment managers and/or custodians regarding individual portfolios.
- Develop and maintain custom portfolio structure exhibits for investment team and client use.
QUALIFICATIONS
•BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
•The successful candidate will 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. Experience with Bloomberg and FactSet a plus
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