Cambridgeassociates

Associate, Private Client

Boston

Sponsorship not specifiedDetected 5 days ago

Project ManagementCRMBusiness DevelopmentLogisticsCommunicationCollaborationOrganizational SkillsMicrosoft Office

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.

Bachelor's degree required.
Collaborative approach and ability to work effectively across teams.
2-4 years of relevant experience in business development support, client service, proposals, RFP coordination, consulting, financial services, wealth management, or a related field.
Strong project management and organizational skills, with close attention to detail.
Experience supporting proposals, pitch materials, RFPs, or other business development processes preferred.
Excellent written and verbal communication skills.
Ability to manage multiple deadlines and coordinate across a range of stakeholders in a fast-paced environment.
Strong professionalism, judgment, and client-service orientation.
Interest in investments, private clients, and business development within a professional services environment.
Familiarity with CRM systems, Microsoft Office, and presentation development tools preferred.
Base salary range for this role:

Facilitate the RFP process, including managing timelines, coordinating inputs, tracking deliverables, and helping ensure high-quality submissions.
Coordinate with Client Directors, investment professionals, and other internal stakeholders to gather and organize materials needed for prospect meetings and presentations.
Track prospect activity, pipeline updates, and next steps in relevant internal systems.
Contribute to efficient and well-organized business development processes across the practice.
Draft and assemble core components of proposals and presentation materials in partnership with senior team members and subject matter experts.
Coordinate review and approval processes for external-facing materials.
Help tailor materials to prospect needs, meeting objectives, and audience context.
Help coordinate meeting logistics, follow-up items, and internal communication related to client activity.

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.