Cambridge Associates is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, pensioners' 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 1,300 employees in nine 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.
The Performance Reporting Group supports the firm's investment practice by providing investment performance measurement and evaluation services to our clients. The department is responsible for all aspects of performance reporting including data analysis, presentation, and development. The Group provides three distinct products, the Marketable Performance Report, the Marketable Alternative (MALT) Performance Report, and the Private Investments (PI) Performance Report. Globally, we provide over 16,960 client-specific reports to endowed universities, high net worth family trusts, and other not-for-profit institutions.
The Junior Associate will be part of the Client Reporting Team that consists of both Associates and Assistants working collaboratively to serve a dedicated performance reporting role in the Singapore office.
Assume ownership and accountability for the preparation and delivery of the monthly and quarterly performance reports to stakeholders
Serve as a primary resource to clients, investment teams, and other internal departments by developing an in-depth knowledge of client's investment portfolio, reporting methods and performance measurement theory
Liaise with internal departments and external parties to collect, organize, analyze and input data, conduct quality check valuation, and ensure accuracy and consistency as performance and transaction data are populated and stored in proprietary databases
Reconcile and track all money movements within client portfolios (e.g., investment manager subscriptions/redemptions, cash flows, private investment commitments, spending) through communication with internal and external parties
Research and analyze performance for client's underlying manager structure to provide context on total portfolio performance to stakeholders; provide qualitative analysis on individual client's portfolio
Compare product returns to benchmarks; analyze and document any variances in the reported figures. Create and maintain custom benchmarks
Proactively communicate and provide insight on investment performance, deviations from benchmarks and asset allocation targets, and portfolio movements to stakeholders
Based on a thorough understanding of individual client needs, provide recommendations to clients and investment teams for displaying performance results through the Group's primary products, the Performance Report and the Online Performance Reporting platform
Support firm's governance service
Understand and speak to the Performance Reporting Group's pricing model, products and services; accurately execute quarterly billing and invoicing for clients
Fulfill data requests and ad-hoc analysis requests through the generation and/or creation of custom reports on topics such as hedging and liquidity to stakeholders
Produce hedge fund investment manager summaries by attending quarterly manager meetings/calls and gaining exposure to qualitative and quantitative manager research
Actively participate within the Department to expand knowledge, refine client reporting skills, and contribute to the evolution of the Department's product and reporting methods
Be knowledgeable of the global financial markets and asset types, such as, equity, fixed income and alternative investments
Demonstrate a solid understanding of Cambridge Associates's investment philosophy
Other duties as assigned, as earned and as the group evolves
Skills: Strong organizational and time management skills; ability to work on multiple projects/clients simultaneously, while ensuring timeliness and accuracy
Attention to detail and experience reconciling data across multiple sources
Excellent communication skills, both verbal and written; ability to interact efficiently with a wide range of clients and colleagues across different time zones and cultures
Adopt a proactive, customer-service oriented approach
Exceptional analytical skills
Ability to work independently and collectively as part of a team
Highly motivated, self-starting, entrepreneurial spirit with intense desire to work hard and make a positive impact by improving processes
Strong interest in gaining knowledge about investment vehicles and asset classes
Bachelor's degree (all majors are welcome)
Experience with institutional investors, investment portfolio accounting, or performance measurement (preferred but not essential)
Please apply directly to: