Investment Analyst - January 2018 Start
CA is hiring for our Dallas, San Francisco, and Boston offices for a January 2018 start date. Please specify in your cover letter the office to which you would like to submit your application.
Investment Analysts (IAs) work closely with our Investment Directors to provide investment and capital markets research, analysis, and advice to our clients. Investment Analysts often have the opportunity to attend client and investment manager meetings; however, travel is limited.
Each IA is generally responsible for 8 to 12 clients and handles several projects at once. While every IA is responsible for arranging his/her priorities in order to meet deadlines, there is a strong tradition of teamwork and cooperation among members of the Investment Analyst staff to help manage the workload. Although the position involves quantitative analysis, there is also a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports.
In addition to client work, Investment Analysts often choose to join auxiliary teams, which provide support for the broader firm and allow individuals to develop skills outside of traditional client work.
Investment Analysts participate in a two-year program with strong
performers receiving promotions with the option to stay for an additional one
to two years. Beyond that, strong performers interested in continuing their
career at Cambridge Associates are encouraged to apply for the Associate
Investment Director role.
A Typical Day as an Investment Analyst:
- Analyzing investment managers’ portfolios
- Responding to clients’ questions and requests
- Gathering and analyzing historical asset allocation, spending, and performance data
- Evaluating financial histories
- Preparing exhibits and other presentation documentation
We Offer:
- Comprehensive training program and continuing education opportunities
- Structured mentorship program, which pairs Investment Analysts with tenured Investment Directors
- Access and ability to attend meetings with clients and top-tier investment managers
- Auxiliary teams including: Alternative Assets (PE/VC), Professional Development, Training, Recruiting, and Excel
- Ability to assume a team leadership role
- Support and sponsorship for professional designations such as CFA, CAIA, etc.
Requirements:
- Bachelor’s degree (ALL MAJORS) with a record of high academic achievement (cumulative GPA 3.3 or higher)
- Strong quantitative, analytical, and communication skills
- An interest in investments and the capital markets or related quantitative fields
- Demonstrated ability to work independently and as part of a team
- Must be eligible to work in the US without sponsorship or restriction