Firm Overview: Cambridge Associates (CA) is a leading global investment firm. CAs 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. Job Description Summary: As a unit of the Compliance Department, the Portfolio Compliance Associate is responsible for monitoring portfolios managed by Cambridge Associates Outsourced Chief Investment Officers (OCIOs) for compliance with the firm and clients investment guidelines. Job Description: Primary Responsibilities Establishing a thorough understanding of client investment policy statements, the policies of Cambridge Associates and CA Capital Management Creating and maintaining appropriate Excel models to monitor portfolio compliance both pre - and post-trade Ensuring all transaction-based compliance issues are properly investigated, documented, and incorporated into monthly reports Assist the Portfolio Compliance Manager in proposing policy amendments to address identified risks and/or inefficiencies Working with other departments within the firm to complete various regulatory filings in a timely manner Secondary Responsibilities Serving as a policy resource to members of the investment, legal, management and operational teams Providing coverage for absent Portfolio Compliance team members Staying abreast of industry trends through personal research, networking, and conference attendance Performing other ad hoc requests as assigned Qualifications 1 - 3 years of relevant work experience within the financial services industry, preferably in an investment compliance or audit environment Bachelors degree in business, finance, or related field with a record of high academic achievement Advanced proficiency in Microsoft Excel Strong quantitative, analytical, and communication skills, as well as a keen attention to detail Familiarity with the major asset classes and their role in an investment portfolio Prior experience with Charles River, Bloomberg AIM, or Eze Castle compliance software is a plus, but not required Demonstrated problem solving skills, multi-tasking abilities, and sound judgment A demonstrated ability to work independently and as part of a team 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. Base salary range for this role: Pay Range Minimum: 66800 Pay Range Maximum: 86800 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 factors such as skills, experience, and qualifications, as well as internal equity. 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. Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. If you need a reasonable accommodation during your application process, please submit a request to HumanCapital@cambridgeassociates.com that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.
