Description

Firm Overview:

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

The Opportunity:

Investment Analysts (IAs) work closely with members of the senior investment staff in providing investment and capital markets research, analysis, and advice to our clients. Responsibilities include gathering and analyzing historical asset allocation, spending, and performance data; evaluating financial histories; analyzing investment managers' portfolios; preparing exhibits and other presentation documentation; and answering client questions and requests. IAs often attend client and investment manager meetings.

Each IA is responsible for a number of different 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 team 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.

In order to better understand the IA position, the following list provides examples of the type of activities undertaken by an IA on a daily basis. This is not an exhaustive list and as an IA progresses up the learning curve, more opportunities and detailed projects will present themselves:

• Conduct quantitative and qualitative analyses within client teams to develop recommendations for institutional portfolios
• Analyze and graphically illustrate the effects of investment returns, spending, and inflation on the value of an endowment
• Use quantitative models to examine the risk-return relationship of various asset classes
• Meet with investment directors to outline the analyses and presentation materials required for upcoming clients' investment committee meetings
• Analyze portfolio managers' equity, fixed income, hedge fund or private equity portfolios; prepare written summaries of investments results; evaluate investment managers qualitatively and quantitatively and analyze their function within client portfolios
• Gather exhibits for use in the final meeting materials by using several in-house databases; coordinate the creation of these meeting materials with the investment, administrative and production staff
• Support team's effort in investment due diligence efforts in leading venture capital, private equity and public long-only and hedge fund strategies.
• Interact with clients and investment managers to complete requests; attend investment manager presentations or local client meetings;
• Assist peers with projects when workload permits and attend IA team meetings to discuss operational issues.

Given the stage of development of our Beijing office, the scope of work for an IA here may be broader than the typical IA role in our other offices as described above. Other activities an IA may perform here include conducting desktop research for business development efforts, preparing presentation materials for marketing meetings and attending these meetings if appropriate, participating in investment manager meetings or due diligence projects and producing written reports afterwards, and so on. Flexibility with regards to daily activities is an important consideration.

Requirements:

• Bachelor's or Master's degree (any major) with a record of high academic achievement from a reputable university in China or overseas
• Broad knowledge base in finance and a true passion for investments, in particular asset allocation and fund investments
• An effort in obtaining CFA designation is a plus
• An ability to work independently and as part of a team
• Solid quantitative skills
• Strong writing, communication, organizational, and time management skills are essential
• High integrity, hard working, responsible
• Proficient in Microsoft Word, Excel, and PowerPoint
• Excellent oral and written English communication skills
• This position will be based in either our Beijing or Hong Kong office

Please include a cover letter for consideration.

Please apply directly to:

https://cambridgeassociates.wd5.myworkdayjobs.com/Cambridge_Associates/job/Beijing/Investment-Analyst_JR0000133-1

The firm is committed to the concept and practice of 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. It is expected that all employees will follow a similar policy toward their co-workers.