Cambridge Associates · 1 day ago
Analyst, Global Client Solutions
Boston, MA
Full-time
Hybrid
Entry Level
$64K/yr - $83K/yr
1+ years expCambridge Associates is a leading global investment firm focused on helping clients implement and manage custom investment portfolios. The Analyst in Global Client Solutions will support the firm's growth through lead generation, client engagement, and operational support for the business development team.
FinanceFinancial ServicesService IndustryVenture Capital
Responsibilities
Conduct in-depth research on prospective clients, including organizations, decision-makers, and industry trends
Identify and qualify new leads using a variety of sources (databases, news, industry reports, referrals, etc.)
Prepare detailed profiles and briefing materials on high-potential prospects for the Business Development team
Maintain and update lead and prospect information in Dynamics, ensuring data integrity and completeness
Track all business development activities, interactions, and outcomes related to new business pursuits
Generate and distribute regular reports and dashboards on lead pipeline, activity metrics, and conversion rates
Assist Business Development colleagues in the pursuit of new leads by preparing tailored materials, presentations, and outreach content
Coordinate the dissemination of thought leadership, marketing collateral, and firm updates to prospective clients
Support the organization and execution of business development campaigns, events, and webinars targeting new prospects
Draft and proofread prospect communications, including introductory emails, follow-ups, and meeting summaries
Ensure all client-facing materials are accurate, professional, and aligned with firm branding and messaging
Collaborate with Marketing and Communications teams to leverage content in support of lead generation efforts
Assist with scheduling, logistics, and documentation for prospect meetings and business development activities
Support ad hoc projects and initiatives to enhance the effectiveness of the business development function
Qualification
Required
Bachelor's degree in Business, Finance, Marketing, or a related field
1–2 years of relevant experience (internships or entry-level roles in business development, sales support, financial services, or consulting preferred)
Experience with CRM systems (preferably Microsoft Dynamics) and strong data management skills
Excellent research, analytical, and organizational abilities
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Strong written and verbal communication skills
Ability to manage multiple priorities and deadlines in a dynamic, fast-paced environment
High attention to detail and commitment to data accuracy
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
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