Global Client Solutions Summer Analyst jobs in United States
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Cambridge Associates · 1 week ago

Global Client Solutions Summer Analyst

Cambridge Associates is a leading global investment firm that helps clients manage custom investment portfolios. The Global Client Solutions Summer Analyst position offers an opportunity to gain exposure to business development and client relationship management within the investment and financial sector over a 10-week program in Boston.

FinanceFinancial ServicesService IndustryVenture Capital
badNo H1Bnote

Responsibilities

The GCS Summer Analyst program is structured as a rotational program to provide broad exposure to key business functions and ensure mentorship opportunities
Phase one involves market mapping, qualifying prospects, preparing outreach campaigns and tracking engagement metrics for pipeline development
Phase two involves supporting the development of prospect/client proposals/presentations, observing and participating in introductory prospect/client calls, coordinating logistics for client onboarding, and analyzing feedback from prospect/client interactions to inform acquisition strategies
Phase three involves learning the client lifecycle, assisting in relationship-building activities, learning to identify and quantify client risk, and supporting issue resolution
Collaborate with senior members of Global Client Solutions, Investment Directors, and subject-matter experts in departments across the firm
Mentor-based culture and real-time feedback for growth opportunities
Hands on training and experience in business development, client relations, and presentation delivery in the investment service industry
High exposure to firm leadership through projects, presentations, networking, team-based environment, and leadership lunches
Opportunities to sit in on and participate in firm, department, and practice level meetings as well as client and prospect business development strategy sessions and mock presentations
Access and ability to attend meetings with top-tier investment managers
Virtual and/or in person outings and events to promote team collaboration and corporate citizenship

Qualification

Client relationship managementBusiness developmentAnalytical skillsMicrosoft ExcelPresentation skillsPrioritizationCommunication skillsInterpersonal skillsWriting skillsAttention to detailProject management

Required

Resume, Cover Letter and Unofficial Transcript are required to complete your application
Bachelor's degree candidate (all majors) with a record of high academic achievement
Demonstrated interest in finance, investments, entrepreneurship and/or in sales, business development, or client relations
Excellent communication, interpersonal, writing and analytical skills, strong attention to detail and ability to be proactive, project manage, and prioritize
Familiarity with computer databases and programs, especially Microsoft Excel, Word, and PowerPoint
Must be eligible to work in the US without sponsorship or restriction now or in the future

Benefits

Sign-on bonus
Annual performance-based bonus
Comprehensive, competitive benefits package

Company

Cambridge Associates

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Cambridge Associates is an investment firm that helps endowments and foundations, and pension plans to manage custom investment portfolios.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Sofina
2018-05-16Private Equity

Leadership Team

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David Druley
Chief Executive Officer and Board Member
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Alex Koriath
Head of the European Pension Practice
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Company data provided by crunchbase