Analyst, Client Reporting

Client Reporting Analyst

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. 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.

Position Overview : The Client Reporting group is tasked with supporting the firm's investment practice through the production of monthly and quarterly performance reports. The group offers three performance report products including total portfolio, hedge funds, and private investments publishing approximately 17,000 reports annually. CA's investment teams use the reports as a tool to analyze asset allocations and total performance returns of various investment managers and to provide information on the investment strategy applied by each fund. The reports also assist our clients in making decisions about their portfolio structures. Client Reporting team members are focused on efficiently producing high-quality products and providing superior customer service to the CA investment teams they support.

Analysts in the Client Reporting group are responsible for all aspects of performance report production; including data input, exhibit generation, quality control, and client portfolio administration. The position is operations focused and includes back to middle office responsibilities to support CA's multiple services. The Analyst, Client Reporting role is a great entry into the financial services industry and provides a wealth of opportunities to develop professional skills in a fast-paced and dynamic work environment.

We Offer :

• Exposure to a robust data platform expanding across both public and private asset classes
• An onboarding program that acclimates new team members to the firm and job responsibilities
• Opportunity to stretch professional abilities through junior-level leadership roles and teams including : professional development, recruiting, and finance knowledge
• Opportunity to become involved in colleague to colleague training and knowledge-sharing sessions
• Support and sponsorship for professional designations such as CFA, CAIA, CIPM, etc
• Sponsored community service activities

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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.