Firm Overview
Cambridge Associates was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide investment management, financial planning, and proprietary investment research to over 1000 clients including nonprofit institutions, private clients (families), pension plans, and other large institutional investors. The firm advises on all asset categories, including equities, credit, hedge funds, real assets, and private equity investments. Our goal is to meet clients wherever they are in the investment process and create custom portfolios to meet each client’s investment objectives. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research platform. Committed to independence since our founding 50 years ago, we are motivated only by what is best for our clients.
Cambridge Associates has a staff of more than 1,300 professionals, including 200 Investment Directors and 150 Investment Associates, based in 11 offices located in Beijing, Boston, Dallas, London, San Francisco, New York City, Singapore, Sydney, and Washington DC. We select our employees with great attention to their potential to become valuable members of a collegial, intelligent, and hard-working team.
Job Description
Cambridge Associates (C|A) has been at the forefront of innovative investment portfolio strategies for over 50 years. Headquartered in the financial district of Boston, we serve clients from 11 offices across the US and around the world. We are currently seeking an Operations Executive to head Client Data and Performance Reporting function to provide leadership, strategic direction, and oversight for managing and transforming the Client data and Client reporting teams, - depending on the candidate’s qualifications, the role can be on a Senior or Managing Director levels. These teams are responsible for collection of valuation and transaction information of client investments, comprising of both marketable and alternative assets, and producing Performance Reports. The team comprises of roughly 100 Employees and 40 offshore contractors.
C|A recognizes the value of extensive experience running large scale operations teams with a deep expertise in portfolio performance calculation and corresponding data analytics. We are seeking a proven leader that can successfully structure, organize, and transform the operational processes of these teams while at the same work closely with the Global Investment Teams to build an Industry-standard client data and portfolio performance calculations function that ensures compliance with global regulatory standards. The position will report to the Chief Operating Officer of the firm.
Primary Responsibilities
Qualifications
Want to learn more?
Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT
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.
Back Email Apply Now
Read Full Description