Investment Analyst

Cambridge Associates

Investment Analyst role at Cambridge Associates handling data analysis, research content, and client engagements with endowments and foundations.

Posted 7/30/2026full-timeArlington • Massachusetts, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $87,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and organizational skills in managing investment and financial data, ensuring data integrity and effective communication with clients and colleagues. Proficient in utilizing Microsoft Office Suite and AI tools to enhance data analysis and research reporting.

Highest-signal resume keywords

BA/BS DegreeInvestment And Financial ConceptsMicrosoft Excel ProficiencyMicrosoft PowerPoint ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisQuality Checking ProceduresCustomized AnalysesResearch ReportingProject Management

Soft Skills

Oral CommunicationWritten CommunicationOrganizational SkillsClient Service

Tools & Technologies

Microsoft Office SuiteChatGPTClaude

Industry Keywords

EndowmentsFoundationsNonprofit Institutions

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Strong academic credentials; BA/BS required.
Interest in and familiarity with investment and financial concepts is essential.
Desire to work with endowments, foundations, and nonprofit institutions.
Demonstrated analytical and organization skills.
Excellent oral and written communication skills.
Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
Eligibility to work in the U.S. without sponsorship or restriction.

Benefits

Comp & perks

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.