Cambridge Associates · 1 day ago
Global Client Solutions Summer Analyst
Cambridge Associates is a leading global investment firm focused on helping endowments, foundations, and private clients manage custom investment portfolios. The Global Client Solutions Summer Analyst will gain exposure to business development and client relationship management within the investment and financial sectors over a 10-week program.
Responsibilities
The GCS Summer Analyst program is structured as a rotational program to provide broad exposure to key business functions and ensure mentorship opportunities. The program is split into three phases, reflecting the core responsibilities across the GCS team: lead cultivation, client acquisition, and relationship deepening
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
Qualification
Required
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
Cambridge Associates is an investment firm that helps endowments and foundations, and pension plans to manage custom investment portfolios.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sofina
2018-05-16Private Equity
Leadership Team
Recent News
2025-11-04
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