CAREERS THAT CHANGE THE WORLD
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
oWe foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associatesbelieves we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us. Tell us about YOU
oAre you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?
oAre you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
oDo you strive to work in an environment that encourages innovation and teamwork?
oAre you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
oDo you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?
oAre you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
oDo you excel at: serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?
Position Overview & Responsibilities
Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of associates and senior associates including operational oversight, performance management, training and development, recruiting, workload assignments, forward planning, process improvement, internal groups and client relationship management, and issue resolution. Primary groups the Client Reporting Group interacts with include Data Processing, Portfolio Implementation, internal Investment Teams, Investment Operations, IT, and external clients.
Responsibilities
§Serve as the direct manager of 15-20 associates across varying tenure and skill levels; includes communicating expectations, discussing challenges and development opportunities, and assessing and managing performance.
§Determine workload assignments across associate pool in line with individual competencies and business needs to drive team productivity, timeliness, and quality service level agreements.
§Drive and oversee key department operations including the execution of core Reporting tasks and the adherence to policies and procedures
§Collaborate closely with department head and other operations managers to improve cross team execution, alignment, and partnership.
§Oversee training programs within the department to ensure content and structure evolve with the group
§Apply a proactive and collaborative approach to deriving solutions to client specific requests/needs and resolving internal and client issues under time sensitive and often high-pressure circumstances.
§Approach communications with stakeholders professionally and with a customer service mindset.
§Participate in the interviewing and hiring process and strategy to obtain top talent in the department.
§Own a range of department wide projects, process, and/or initiatives on behalf of broader management team.
§Lead a culture that promotes high engagement, is responsive to employee needs, and promotes an open innovative workplace.
Qualifications
§BA/BS with 3-6 years of professional work experience; experience within the investments industry, specifically within performance reporting, a plus
§Experience managing a team and engaging with employees across varying tenure and hierarchical levels.
§Skill in serving high profile clients and ability to represent the firm in a highly professional manner.
§Demonstrate judgment, integrity, initiative and leadership capabilities. Ability to operate with discretion is essential.
§Proven project management skills. Ability to meet deadlines and work on multiple projects simultaneously.
§Ability to work collaboratively with other team members and areas of the firm, demonstrating exceptional communication and interpersonal skills
§Strong problem-solving skills with careful attention to detail and quality
§Eligible to work in the U.S. without restriction or sponsorship now and in the future
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.
