Investment Analyst

6 days 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_


  • Investment Analyst

    2 weeks ago


    Sydney, Australia Profusion Group Full time

    ASX listed firm backed by a US investmentbank - CBD state of the art office - Competetive compensation Investment Analyst/Senior Investment Analyst - Private Debt and Real Estate Credit Company Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to...

  • Investment Analyst

    2 days ago


    Sydney, Australia Advance Human Solutions Full time

    The Investment Analyst will ensure the competitiveness of the organization by devising strategies and investment plans. Requirements and skills - Proven 5 years working experience as an Investment Analyst - Solid understanding of financial set-up, procedures, statistics and economics - Excellent investment analysis software user - Strong numeric skills -...

  • Investment Analyst

    2 weeks ago


    Sydney, Australia Lonsec Full time

    We are currently seeking an **Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Investment Analyst will work across a range of asset classes including...

  • Investment Analyst

    2 weeks ago


    Sydney, Australia Fidelity International Full time

    Investment Analyst **About the Opportunity** **Job Type**: Permanent Application Deadline: 15 November 2024 **Title: Investment Analyst** **Department: Global Investment Research** **Location: Sydney, Australia** **Reports To: Director of Research** **Level: 6** We're proud to have been helping our clients build better financial futures for over 50...

  • Investment Analyst

    2 days ago


    Sydney, New South Wales, Australia Capstone Full time

    Direct message the job poster from Capstone RecruitmentDirector - Property & Development Recruitment at CapstoneOur client, a high-performing private investment and development group, is seeking an ambitious Investment Analyst to support their expanding portfolio of strategic investments, with a core focus on real estate development. This rare opportunity...

  • Investment Analyst

    2 weeks ago


    Sydney, Australia New South Wales Treasury Corporation (TCorp) Full time

    TCorp is a top 10 Australian investment manager with a deep sense of purpose - Be valued to your contribution within a team that is centric to TCorp’s investment model - Hybrid and flexible employer helping our people thrive personally and professionally TCorp provides best-in-class investment management, financial management, solutions and advice to the...

  • Investment Analyst

    16 hours ago


    Sydney, New South Wales, Australia JS Careers Full time

    Investment Analyst - Private Equity - Multiple OpportunitiesInvestment Analyst - Private Equity - Multiple OpportunitiesDirect message the job poster from JS CareersAssociate - Investor Relations, Private Equity, Investment Banking, Direct Investment & Corporate Strategy at JS CareersJS Careers is pleased to be recruiting multiple Investment Analyst...

  • Investment Analyst

    3 days ago


    Sydney, New South Wales, Australia Buscojobs Full time

    Our client, a high-performing private investment and development group, is seeking an ambitious Investment Analyst to support their expanding portfolio of strategic investments, with a core focus on real estate development. This rare opportunity also offers exposure to funds management, infrastructure, hospitality, and private equity-style transactions –...

  • Investment Analyst

    4 weeks ago


    Sydney, New South Wales, Australia Capstone Full time

    Capstone Sydney, New South Wales, AustraliaInvestment AnalystCapstone Sydney, New South Wales, AustraliaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from CapstoneRecruitment Specialist across Investment, Funds Management, Capital Markets and Direct PropertyOur client is an Australian fund manager and developer...

  • Investment Analyst

    4 weeks ago


    Sydney, New South Wales, Australia Capstone Full time

    Capstone Sydney, New South Wales, AustraliaInvestment AnalystCapstone Sydney, New South Wales, AustraliaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from CapstoneRecruitment Specialist across Investment, Funds Management, Capital Markets and Direct PropertyOur client is an Australian fund manager and developer...