Cambridge Associates
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Investment Analyst - Public Equities
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Cambridge Associates Direct message the job poster from Cambridge Associates 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. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com. Position Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients. The team is located in Boston, Arlington, London, and Singapore. Investment Associates receive ongoing qualitative and quantitative training and mentorship from research and client facing investment staff. Because deep knowledge and experience are important for maximizing an IA’s time at C|A, we are looking for candidates who are interested in growing with our Research Team for a minimum of 3 years. Responsibilities
Aid senior team members in developing house opinions on Global, Non-US, and Emerging Markets equity managers and markets through ongoing qualitative and quantitative research and analysis. Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes. Conduct portfolio performance analysis, including use of Factset, Bloomberg and/or other in-house and third-party analytical tools. Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel. Complete written research utilized by our clients and directors to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team. Qualifications
Bachelor’s degree (any major) with a record of achievement. Strong, demonstrated interest in investments. Strong analytical and quantitative skills. Demonstrated leadership, integrity, and initiative. Demonstrated command of written communication and strong business writing skills. Ability and willingness to engage in conversation with internal and external parties, including senior investment managers. Strong Excel skills preferred. Programming skills a plus. Ability to work both independently and in a team under tight deadlines. Ability and willingness to travel domestically and internationally. Progress towards or interest in pursuing CFA designation. Post-college work experience preferred. Compensation
The base salary range for this role is $80,000 – 87,000. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. Equal Employment Opportunity
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers. Details
Seniority level: Associate Employment type: Full-time Job function: Finance, Analyst, and Writing/Editing Industries: Financial Services and Investment Management Referrals increase your chances of interviewing at Cambridge Associates by 2x
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Investment Analyst - Public Equities
role at
Cambridge Associates Direct message the job poster from Cambridge Associates 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. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com. Position Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients. The team is located in Boston, Arlington, London, and Singapore. Investment Associates receive ongoing qualitative and quantitative training and mentorship from research and client facing investment staff. Because deep knowledge and experience are important for maximizing an IA’s time at C|A, we are looking for candidates who are interested in growing with our Research Team for a minimum of 3 years. Responsibilities
Aid senior team members in developing house opinions on Global, Non-US, and Emerging Markets equity managers and markets through ongoing qualitative and quantitative research and analysis. Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes. Conduct portfolio performance analysis, including use of Factset, Bloomberg and/or other in-house and third-party analytical tools. Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel. Complete written research utilized by our clients and directors to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team. Qualifications
Bachelor’s degree (any major) with a record of achievement. Strong, demonstrated interest in investments. Strong analytical and quantitative skills. Demonstrated leadership, integrity, and initiative. Demonstrated command of written communication and strong business writing skills. Ability and willingness to engage in conversation with internal and external parties, including senior investment managers. Strong Excel skills preferred. Programming skills a plus. Ability to work both independently and in a team under tight deadlines. Ability and willingness to travel domestically and internationally. Progress towards or interest in pursuing CFA designation. Post-college work experience preferred. Compensation
The base salary range for this role is $80,000 – 87,000. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. Equal Employment Opportunity
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers. Details
Seniority level: Associate Employment type: Full-time Job function: Finance, Analyst, and Writing/Editing Industries: Financial Services and Investment Management Referrals increase your chances of interviewing at Cambridge Associates by 2x
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