Investment Analyst

3 weeks ago

Sydney, Australia Cambridge Associates Asia Pte Ltd Full time

**Firm Overview**:
Cambridge Associates is a leading global investment firm. We work with non-profit institutions, super funds, and family offices as financial advisors to build investment portfolios that help them meet their philanthropic goals, member retirement obligations, or personal endeavors. Our goal is to meet clients wherever they are in the investment process. 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.

Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment advisors and an extensive research platform to support them. With more than 1,200 employees in ten locations around the globe, we are constantly looking to discover new ideas for our clients’ portfolios. This extensive network helps us to identify and access the best global investment opportunities all over the world. Our work focuses on setting investment policies, asset allocations, manager selection, and ongoing portfolio monitoring.

**Position Overview**:
Investment Analysts (IAs) work closely as members of 3-4 person client teams in providing support producing investment materials and papers to our clients. Responsibilities include gathering and analysing historical asset allocation, spending, and performance data; evaluating financial histories; analysing investment managers’ portfolios; writing investment memos; preparing exhibits and other presentation documentation; and answering client questions and requests. In addition, analysts assist with performance reporting reconciliation, attribution analysis, and investment transactions on behalf of clients. This requires someone with attention to detail, an interest in investment markets, and willingness to contribute with high standards and professionalism within a small team.

Each IA is generally responsible for six to ten clients and handles several projects at once. Every IA is responsible for arranging his or her schedule and priorities in order to meet deadlines; however, there is a strong tradition of teamwork and cooperation among members of the Investment Analysts Group to help manage the workload. Although the position involves quantitative analysis, there is also a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. As senior professionals may be out of the office during periods of time for client meetings, analysts must be self-motivated and disciplined to maintain high personal and professional standards at all times due to the sophistication of our clients and the tight deadlines that can arise from time-to-time.

**Skills**:

- Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint
- An ability to work independently and as part of a team
- Strong analytical and communication skills
- Being a self-starter and having an inquisitive nature
- Desire to work within a small team
- Brings a positive and productive attitude to work each day
- Motivated and engaged to take ownership of tasks
- Ability to critically problem-solve
- Excellent organizational skills, keen eye for detail, ability to prioritize and work on multiple projects simultaneously

**Qualifications**:

- Bachelor’s degree (any major) with a record of high academic achievement (credit average or above)
- Individuals with 0-2 years of work experience are welcomed to apply
- Cambridge Associates is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience_

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