66 Client Services Associate Investment Management jobs in Boston

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. For more information, please visit www.cambridgeassociates.com .

Job Description Summary:

The Investment Analyst (IA) position will be based in Arlington, VA or Boston, MA as an integral member of the CA Institute team. CA Institute is a specialized team within Cambridge Associates that serves as the firm’s central hub for institutional research. Our research examines best practices across endowments and foundations as it pertains to portfolio management, the endowment’s role in financial budgeting/planning, and investment oversight and governance practices.
The IA will split their time between three core functions: data analysis, producing research content, and client engagements. Data analysis entails the collection of client data and industry trends and validating that information is suitable for use in producing research. The research role involves using client and industry data to create content that appears in published reports and other research materials. Client engagement includes responding to time-sensitive inquiries on our data and research and supporting longer-term projects.
Success in this position requires first and foremost a keen eye for detail and a commitment to producing accurate work. The IA will be working with large datasets and producing research content that is widely consumed by clients and other colleagues. In addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Finally, the IA will need to be comfortable managing multiple deadlines and working collaboratively with other team members and colleagues of the firm.

Job Description:

RESPONSIBILITIES

• Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
• Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
• Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team’s regular research reports.
• Prepare customized analyses and exhibits for clients and other colleagues as requested.
• Respond to client inquiries that pertain to research and data that the team produces.
• Work closely with other IAs on the team to ensure there is sufficient support provided on both long-term research projects and daily assignments.
• Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.

QUALIFICATIONS

• Strong academic credentials; BA/BS required.
• Interest in and familiarity with investment and financial concepts is essential.
• Desire to work with endowments, foundations, and nonprofit institutions.
• Demonstrated analytical and organization skills.
• Excellent oral and written communication skills.
• Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
• Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
• Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
• Eligibility to work in the U.S. without sponsorship or restriction

Base salary range for this role:

Pay Range Minimum:

80000

Pay Range Maximum:

87000

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.

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.