Cambridge Associates

Program Manager

• Collaborate with Investment Directors and co-Investment Analysts as part of an investment team
• Assess investment managers’ portfolios
• Support client requests and questions
• Conduct investment and capital markets research, analysis, and advice
• Describe market conditions and communicate investment recommendations to clients in written reports
• Gain exposure to asset classes and investment strategies
• Gather and evaluate historical asset allocation, spending, and performance data
• Prepare exhibits and other presentation documentation
• Manage direct responsibility for 10 to 15 clients
• Potentially serve in a specialist role focused on hedge funds or private investments

Investment Analyst Program

• Partner with Investment Analysts to assess investment managers’ portfolios
• Gather and evaluate historical asset allocation, spending, and performance data
• Support investment manager due diligence through research and analysis on global markets, sectors, and managers
• Collaborate with Investment Directors and Analysts to support client inquiries
• Prepare exhibits and other presentation documentation
• Attend meetings with top-tier investment managers
• Conduct research using firm resources for a capstone research project
• Participate in orientation and training covering CA’s data, research resources, client work, and investment teams
• Collaborate with Global Investment Services and Global Investment Research on portfolio construction, asset allocation, and investment due diligence

Summer Analyst Internship

Financial Planning and Analysis

• Coordinate and participate in fundraising meetings and portfolio updates with general partners.
• Participate in manager assessment process and write summary analyses.
• Work with IDs to diligence and underwrite investments in venture capital and growth equity firms.
• Attend and participate in on-site meetings; analyze a manager’s organization and investment strategy.
• Conduct reference calls with portfolio company CEOs and professionals.
• Prepare materials for committee meetings and monthly firm-wide meetings.

Investment Analyst, Venture Capital

• Coordinate and participate in fundraising meetings and portfolio updates with general partners
• Participate in manager assessment process and write summary analyses of each meeting for distribution within the firm
• Work with IDs to diligence and underwrite investments in venture capital and growth equity firms
• Due diligence responsibilities include attending and participating in on-site meetings; analyzing a manager’s organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings
• Serve as a resource to client-facing IDs and IAs seeking current information on venture capital opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team
• Monitor market trends related to fundraising and investment activity and contribute to periodic market updates that are accessed by IDs, IAs, and clients
• Prepare materials for and participate in monthly firm-wide meetings in which the global private investments team discusses recent manager meetings and current investment opportunities of interest with client-facing investment directors
• Represent Cambridge Associates at annual manager meetings

• Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
• Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
• Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team’s regular research reports.
• Prepare customized analyses and exhibits for clients and other colleagues as requested.
• Respond to client inquiries that pertain to research and data that the team produces.
• Work closely with other IAs on the team to ensure there is sufficient support provided on both long-term research projects and daily assignments.
• Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.