CAREERS THAT CHANGE THE WORLD

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

OUR CLIENTS

Cambridge Associates believes our clients come first .

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

OUR PEOPLE

Cambridge Associates believes we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.

But enough about us. Tell us about YOU

o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?

o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?

o Do you strive to work in an environment that encourages innovation and teamwork?

o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?

o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?

o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

THE OPPORTUNITY

The role sits within our Client Implementations & Transitions team, which in turn forms part of our wider Global Portfolio Services group. The successful candidate will report to the manager of the Client Implementations & Transitions team. The successful candidate will primarily be responsible for the oversight and project management of; client onboarding, service change and offboarding events, for our US client base. Throughout the course of such change events, the successful candidate will work with an array of internal (E.g., Business Development, Investment Directors, Operations, Legal, Compliance, etc.)) and external (E.g., Client, Family Offices or Advisors, Custodians/Banks, third-party providers, etc.) stakeholders, at all levels of seniority. In addition to their daily responsibilities, the successful candidate will be required to contribute to the continuous improvement of our client implementation and change framework, with a view to further refine process and ultimately, enhance our client experience.

RESPONSIBILITIES

• Project management and coordination of; client onboarding, service change and offboarding events, for our US client base.
• Creation, maintenance and regular distribution of project plans to ensure both internal and external stakeholders are kept informed of; project status, outstanding actions and notable risks or concerns.
• Chair regular meetings for internal and external stakeholders. Distribute meeting agendas and minutes, as standard.
• Ensure notable risks are escalated to senior leaders within our Operations and Global Portfolio Services groups.
• Act a point of escalation for project stakeholders and assist with query resolution and risk mitigation to ensure that ‘implementation barriers’ are removed promptly.

· Provide timely, high-quality responses to project inquiries.

• Ensure that project milestones, SLAs and KPIs are achieved.
• Document evidence of completed project tasks to satisfy our ‘System and Organization Controls’ (SOC 1) obligations. Additionally, respond to internal and external audit requests, as required.
• Ensure ‘Day 2’ tasks are documented and handed over to an appropriate individual/group.
• Conduct post-onboarding review and lessons learned.
• Develop and maintain processes, policies and procedures.
• Contribute to the continuous improvement of the client implementation and change framework.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Bachelor’s degree (preferably in a relevant field).
• Experience leading client onboarding and change events from the buy-side (I.e., Investment managers, Hedge Funds, etc.) is essential.
• Demonstrable operational expertise (in particular, knowledge of the investment management industry, back and middle office workflows and supporting services providers) and proven track record with implementing complex operating models.
• Knowledge of alternative asset classes, in particular; Private equity, Hedge Funds, Real and Credit would be advantageous.
• A high-level understanding of the US regulatory landscapes would be advantageous.
• Excellent project management and leadership skills.
• Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Excellent analytical skills and attention to detail.
• Able to effectively manage and escalate project risk.

· Exceptional communication skills, both verbal and written. Must be confident communicating with, and presenting to, stakeholders at all levels of seniority.

· Ability to build and maintain strong relationships with clients and stakeholders.

· Ability to multi-task and manage time is critical. The individual will be tasked with overseeing multiple change projects simultaneously.

· Ability to work independently and to tight deadlines.

• A proven track record of identifying and implementing process improvements.

· Able to work collaboratively with others – both as a project lead and as a contributor (to ad-hoc strategic initiatives).

• Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools.

Please submit cover letter and resume for consideration

Want to learn more?

Click HERE to learn more about how Cambridge Associates lives our firm values every day. ( https://www.cambridgeassociates.com/about-us/firm-values/ )

Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. ( https://www.cambridgeassociates.com/about-us/diversity-inclusion/ )

Click HERE to learn more about our commitment to Corporate Social Responsibility. ( https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/ )