Client Service Associate

Cambridge Associates LLC Avon, MA 2019-06-17

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 more than 40 years ago, we are motivated only by what is best for our clients.

Cambridge Associates has a staff of more than 1,100 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.

Department and Position Overview

The Client Services Group’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and internal teams. Additionally, our goal is to minimize the investment team’s involvement and oversight of transaction implementation, tracking and reporting so that they can focus on making investment decisions.

Client Services Group’s Key Objectives:

  • Provide superior client and investment team service
  • Seek opportunities to improve investment team efficiency and organization
  • Ensure accurate and timely client/investment team deliverables
  • Be innovative and solution oriented
  • Promote clear and concise communication to all relevant parties


The Client Services Group concentrates on three core areas:

  • Portfolio operations central point of contact for investment teams and other internal stakeholders
  • Extension of client staff for all portfolio operations tasks and inquiries
  • Problem resolution and audit/reporting support for client portfolios

The Client Services Associate will partner with senior members of the Client Services Group to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:

  • Investigate and answer operationally driven client and investment team inquiries.
  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
  • Directly engage with client contact(s), investment teams, and other internal C|A business areas to ensure effective communication regarding the implementation of investment decisions.
  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
  • Develop and maintain custom portfolio structure exhibits for investment team and client use.


  • BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio related operations preferred.
  • The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
  • Superior and demonstrated problem solving, analytical, and organizational skills.
  • Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.
  • Strong interest in and general knowledge of investments, key industry terms and broad financial concepts.
  • Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus
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