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Strategic Portfolio Analyst

2 months ago

Sydney, New South Wales, Australia Cambridge Associates LLC Full time

Role Overview

As a key member of our investment team, the Investment Analyst will provide critical support in producing investment materials and papers for our clients. This role involves working closely with senior professionals to gather and analyze historical asset allocation, spending, and performance data, as well as evaluating financial histories and analyzing investment managers' portfolios.

Responsibilities

  • Conduct thorough analysis of historical data to inform investment decisions
  • Collaborate with senior professionals to develop comprehensive investment reports
  • Evaluate financial histories and analyze investment managers' portfolios to identify trends and opportunities
  • Prepare exhibits and other presentation documentation to support client meetings
  • Provide exceptional client service and support to address client inquiries and requests

Requirements

  • Bachelor's degree in a relevant field, with a strong academic record
  • 0-3 years of work experience, with a proven track record of analytical and problem-solving skills
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
  • Strong analytical and technical skills, with proficiency in Microsoft Excel, Word, and PowerPoint

What We Offer

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional results and providing outstanding service to our clients. If you are a motivated and detail-oriented individual with a passion for investment analysis, we encourage you to apply for this exciting opportunity.