Cambridge Associates · 3 weeks ago
Associate, Portfolio Implementation Management
Boston
Full-time
Hybrid
Mid Level
$64K/yr - $83K/yr
3+ years expCambridge Associates is a leading global investment firm that helps clients implement and manage custom investment portfolios. The Portfolio Implementation Management Associate will support investment teams and clients by acting as a central point of contact for portfolio operations, ensuring effective communication, and coordinating operational projects.
FinanceFinancial ServicesService IndustryVenture Capital
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. This will involve collaborating across multiple time zones/geographies
Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
Develop and maintain custom portfolio structure exhibits for investment team and client use
Qualification
Required
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, performance attribution, and broad financial concepts
Proficiency with Microsoft Excel and familiarity with other Microsoft Office software
Preferred
Knowledge of alternatives particularly private equity & hedge funds preferred
Experience working with multiple currencies and non-US investment vehicles is preferred
Experience with Bloomberg and FactSet a plus
Benefits
Annual performance-based bonus
Comprehensive, competitive benefits package
Company
Cambridge Associates
Cambridge Associates is an investment firm that helps endowments and foundations, and pension plans to manage custom investment portfolios.
1001-5000 employees
H1B Sponsorship
Cambridge Associates has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (4)
2022 (3)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sofina
2018-05-16Private Equity
Leadership Team
David Druley
Chief Executive Officer and Board Member
Alex Koriath
Head of the European Pension Practice
Recent News
2025-11-04
Company data provided by crunchbase