Junior Operations Associate

Cambridge Associates (CA) is a leading global investment firm, with more than 40 years of experience that delivers innovative portfolio management services to institutional and private investors. Within CA, Data & Reporting is a team dedicated to the curation of the financial data that our investment research and advisory teams rely on. Even as global marketplaces evolve, our purpose remains clear: accuracy and integrity in centralizing the collection of all investment manager data, as well as the production of portfolio monitoring services.

If you are interested in exploring the financial services industry and want your work to contribute to the firm’s mission in a meaningful way, consider the Data & Reporting team at CA! Junior Investment Operations Associates have exposure to robust financial data platforms that expand across public and private asset classes and cultivate a deep understanding of investment firms and their reporting practices. 

The Data & Reporting department represents approximately a quarter of the firm’s employees across the globe. The department is comprised of the Manager Information Group (MIG) and the Performance Reporting Group (PRG). These groups provide operational support to the firm’s global investment and research teams. Data & Reporting Associates will be placed with either MIG or PRG based on business need.   

A typical day as a Junior Operations Associate:  

• Inputting data into proprietary databases and maintaining data integrity through extensive quality checking procedures
  
• Generating reports, recording data specific details, and maintaining portfolio administration
  
• Communicating with investment management firms to collect and extract investment data
  
• Fulfilling time-sensitive data requests and managing competing deadlines while providing professional customer service to internal parties and stakeholders
  
• Maintaining relationships with internal investment teams and external investment management firms  

We offer: 

• On-boarding program that acclimates new team members to the firm and job responsibilities
  
• The opportunity to stretch professional abilities through Junior-level leadership roles and teams including: professional development, recruiting, and finance knowledge
  
• Involvement in colleague-to-colleague training and knowledge-sharing sessions
  
• Support and sponsorship for professional designations such as CFA, CAIA, CIPM etc.
  
• Opportunities to join our community service activities and participate in recreational leagues
  
• Comprehensive benefits and strong work-life balance 

Qualifications:  

• Bachelor’s degree (any major) and 1 year of related internship or work experience
  
• The ability to operate in a highly-productive, customer service-oriented environment
  
• A keen eye for detail and ability to manage multiple deadlines
  
• Effective written and oral communication skills
• The ability to work independently and collectively as part of a team
• An interest in finance and desire to learn more about the operational side of business
  
• Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel
  
• Eligibility to work in the U.S. without sponsorship or restriction