Cambridgeassociates

Associate, Portfolio Compliance

Boston

Sponsorship not specifiedDetected 4 days ago

ExcelResearchCommunicationProblem Solving

About the role

Cambridge Associates ("CA") is a leading global investment firm.
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.

Advanced proficiency in Microsoft Excel
Familiarity with the major asset classes and their role in an investment portfolio

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
Serving as a policy resource to members of the investment, legal, management and operational teams
Staying abreast of industry trends through personal research, networking, and conference attendance
Performing other ad hoc requests as assigned

66800 Pay Range Maximum:
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.

This listing is sourced directly from Cambridgeassociates's careers page and normalized into a canonical job model.