Investment Portfolio Analyst
2 weeks ago
The Investment Analyst Role
As an Investment Analyst at Cambridge Associates LLC, you will play a key role in supporting our client teams in producing high-quality investment materials and papers. Your responsibilities will include gathering and analyzing historical asset allocation, spending, and performance data, as well as evaluating financial histories and analyzing investment managers' portfolios.
Key Responsibilities
- Gather and analyze historical asset allocation, spending, and performance data
- Evaluate financial histories and analyze investment managers' portfolios
- Write investment memos and prepare exhibits and other presentation documentation
- Answer client questions and requests
- Assist with performance reporting reconciliation, attribution analysis, and investment transactions on behalf of clients
Requirements
- Bachelor's degree (any major) with a record of high academic achievement
- 0-3 years of work experience
- Eligibility to work in Australia without sponsorship
What We Offer
At Cambridge Associates LLC, we are committed to equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status.
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