Firm Overview :
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Position Overview :
The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds. We cover a wide array of investment strategies including leveraged buyouts, growth equity, and distressed investing. The team is located in Boston, MA and San Francisco / Menlo Park, CA and has two senior Investment Directors supported by four Investment Associates.
Investment Associates complete an in-depth training program and receive ongoing training and mentorship from senior Investment Directors. We seek candidates interested in growing with our research team for a minimum of 2-3 years, as deep knowledge and experience are vital for maximizing an IA’s impact at C|A.
Job Responsibilities :
- Assist senior team members in developing house opinions on private equity fund managers and markets through qualitative and quantitative research and analysis.
- Utilize analytical frameworks and develop unique analyses to evaluate private equity funds based on organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes.
- Source new investment opportunities via C|A’s network, advisor relationships, and industry sources; input and track opportunities using Salesforce CRM system.
- Monitor existing managers by attending and participating in meetings with fund general partners and senior personnel.
- Enhance ESG data, analytics, and capabilities to support investment decisions, monitoring, reporting, and value creation.
- Produce investment recommendations and due diligence reports, including meeting summaries, in-depth reports, and industry white papers.
- Lead reference calls with portfolio company CEOs and industry participants.
- Serve as a resource for colleagues seeking information on investment opportunities, data, analysis, and manager comparisons.
- Participate in firm-wide meetings to discuss private equity and venture capital markets.
Qualifications :
- Bachelor’s degree (any major) with a record of achievement.
- Interest in investments with 0-3 years of work experience.
- Strong analytical and quantitative skills.
- Leadership, integrity, and initiative.
- Excellent written communication skills.
- Ability to engage with internal and external stakeholders, including senior investment managers.
- Strong Excel skills preferred.
- Ability to work independently and in teams under tight deadlines.
- Willingness and ability to travel domestically.
The base salary range is $80,000 - $88,000. The role includes an annual performance bonus and benefits. Actual salary will depend on skills, experience, and internal factors.
All applications must include a cover letter for consideration.
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