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Financial Data Analyst

1 week ago

Sydney, New South Wales, Australia Cambridge Associates Full time
About Us

Cambridge Associates is a global investment firm that prides itself on its independent approach to serving its clients. For over 50 years, we have built a reputation for delivering exceptional results through our unwavering commitment to our clients' interests.

We operate globally, with a presence in 11 locations around the world. Our team of experts works closely with clients to develop customized investment solutions that meet their unique needs and goals.

The Role

As an Investment Analyst, you will be part of a dynamic team responsible for providing support to our clients. Your primary responsibilities will include:

  • Gathering and analyzing historical asset allocation, spending, and performance data
  • Evaluating financial histories and analyzing investment managers' portfolios
  • Writing investment memos and preparing exhibits and other presentation documentation
  • Answering client questions and requests

This is a challenging and rewarding role that requires strong analytical skills, attention to detail, and excellent communication abilities. You will be working as part of a small team, responsible for managing multiple projects simultaneously, and prioritizing tasks to meet tight deadlines.

Key Skills

To succeed in this role, you will need:

  • 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
Qualifications

To be considered for this role, you will need:

  • A Bachelor's degree (any major) with a record of high academic achievement
  • 0-3 years of work experience in a related field
  • Eligibility to work in Australia without sponsorship