Analyst, Client Reporting

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. CA 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 across North America, the United Kingdom, Europe, Asia, and Oceania, ensuring clients benefit from decades of global presence, local expertise, and relationships with top global investment managers worldwide. Job Description Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and quarterly performance report production across multiple asset classes, including coordination with multiple parties, data input, reconciliation, client report administration, exhibit generation, quality control, and performance analysis. The position is operations‑focused and includes back/middle‑office responsibilities to support Cambridge Associates’ multiple services. Primary groups the Client Reporting Group interacts with include internal Investment Teams, Portfolio Implementation Management, Investment Operations, Data Processing, internal contractors, and external clients. Primary Responsibilities Coordinate with offshore contractors to complete designated reporting tasks while overseeing client work and understanding reporting concepts and components. Collaborate with other operations groups to complete shared processes as part of report preparation, including confirmation and oversight of transactions, changes to the client’s investment portfolio, data readiness, benchmark updates, and changes to the upcoming reporting deliverable. Own client portfolio administration, setting up and maintaining each assigned client’s performance reporting profile/settings within proprietary applications for report generation and downstream data consumption by internal groups. Investigate and resolve data gaps/discrepancies and maintain monthly data integrity through extensive quality‑control procedures. Conduct total portfolio reconciliation of all underlying investment data for each assigned client to ensure data accuracy and completeness prior to report generation. Configure and generate total portfolio and private investment reports via proprietary applications and complete quality‑assurance processes. Maintain relationships with internal stakeholders, providing professional customer service and utilizing internal resources to effectively respond to inquiries. Participate in activities and processes in support of broader department objectives. Opportunities & Professional Development Mentorship, training programs, and application development. Structured onboarding training program and mentorship support. Continuing education opportunities, including employee‑guided learning and support for CFA, CAIA, CIPM, and other professional designations. Team‑based work structure encouraging immediate contributions and ongoing learning through interactions with colleagues across multiple groups and locations. Exposure to a robust data platform across public and private asset classes and learning about institutional client investment portfolios. Opportunity to join peer‑led auxiliary teams to strengthen project management and leadership experience. Opportunity to join community service activities and other events promoting team collaboration and corporate citizenship. Qualifications Bachelor’s degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred. Ability to operate in a highly productive, customer‑service‑oriented environment. Keen eye for detail, strong organizational skills, and ability to manage multiple deadlines. Effective written and oral communication skills. Ability to work independently and collaboratively as part of a team. Interest in finance and desire to learn more about the operational side of investments industry. Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel. Eligibility to work in the U.S. without sponsorship or restriction now and in the future. Compensation & Benefits Base salary range for this role: $63,700 – $82,800. In addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on skills, experience, and qualifications, as well as internal equity. Equal Employment Opportunity 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. The firm also expects all employees to follow a similar policy toward their co‑workers. #J-18808-Ljbffr Cambridge Associates