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Investment Analyst Program
Cambridge AssociatesInvestment Analyst researching portfolios and advising endowments, foundations, pensions, and ultra-high-net-worth clients. Four-year program with client exposure and investment-manager analysis.
Posted 8/5/2026full-timeBoston • California, Massachusetts, Texas, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $87,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in investment and capital markets research, with the ability to communicate findings effectively through written reports. Proficient in managing client relationships and collaborating within a team environment while maintaining a keen attention to detail.
Highest-signal resume keywords
Investment AnalysisClient Relationship ManagementMicrosoft Excel ProficiencyWritten Communication SkillsTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ResearchCapital Markets AnalysisPortfolio AssessmentData EvaluationPresentation Preparation
Soft Skills
Attention to DetailPrioritization SkillsEagerness to LearnVerbal Communication Skills
Tools & Technologies
Microsoft Office SuitePowerPoint
Industry Keywords
Asset ClassesInvestment StrategiesHedge FundsPrivate Investments
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Open to graduates in the Class of 2027
- Bachelor’s degree in any major
- Record of high academic achievement
- Minimum 3.3 GPA
- Excellent written and verbal communication skills
- Strong attention to detail and prioritization skills
- Ability to operate effectively in a team environment
- Demonstrated interest in investments and capital markets
- Eagerness to learn
- Interest in innovating and experimenting with new technology, models, and AI-driven systems
- Proficiency with Microsoft Office suite, specifically Excel and PowerPoint
- Must be eligible to work in the US without sponsorship or restrictions now or in the future
- Resume, cover letter, and unofficial transcript required to complete the application
Benefits
Comp & perks- Sign-on bonus
- Eligibility to participate in the firm’s Annual Performance Bonus program
- 2-week onboarding training program
- Interactive training and professional development throughout the IA Program
- Structured mentorship
- Employee-guided learning opportunities
- Support for the CFA, CAIA, and other professional designations
- Ability to attend meetings with clients and top-tier investment managers
- Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
- Comprehensive, competitive benefits package