Associate, Client Solutions

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 .

Key Responsibilities:

Develop a complete understanding of Cambridge Associates’ investment services, processes and philosophy and passionately articulate the firm’s capabilities with internal constituents

Work closely with the MEA Senior Director client solutions as well as client solutions colleagues and investment teams to map ecosystem – clients, prospects, influencers (T&E attorneys, CPAs, other family office advisors)

Conduct background research on potential and actual opportunities

Coordinate with Client Solutions Directors and investment teams to execute engagement and outreach plan across clients, prospects, and COIs

Participate in prospective client and client calls and write briefing documents. Evaluate opportunities and apply business acceptance criteria to meet business goals for revenue growth and profitability

Write proposal letters and respond to RFPs

Prepare PowerPoint materials for meetings with clients, prospective clients, and influencers

Schedule and plan for prospective client meetings with investment teams

Coordinate client and prospect meeting rehearsals with investment teams to ensure effective sales discussions

Update CRM system and report on trends

Work collaboratively and in close partnership with colleagues at Cambridge Associates spanning various groups including client solutions, marketing, firm & practice leadership, investment directors, legal, and finance

Proactively share industry trends, lessons learned, and information on competitors with colleagues at Cambridge Associates

Qualifications:

Excellent client solutions experience within the institutional investment industry

Outstanding communication (written and verbal) and interpersonal skills

Strong listening and organizational skills

Attention to detail

Ability to operate independently with a high level of direct responsibility while also partnering effectively with both fellow client solutions team members and investment teams

The ability to strive for results, setting and achieving goals

Capable of managing long-term relationships

Undergraduate degree is required

Existing network in the MEA region is a plus

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.