Investment Analyst
Cambridge Associates
IT
Hong Kong
Firm Overview:
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.
Job Description Summary:
We are hiring an Investment Analyst ) to join our Global Investment Services (GIS) team in Hong Kong.Job Description:
We are looking for an Investment Analyst (IA) to join our Global Investment Services (GIS) team in Hong Kong. Our team is responsible for providing portfolio management services to our clients across Asia. We leverage our global expertise across multiple asset classes to provide research-driven recommendations and advice to our clients and build custom portfolios catered to their individual needs, circumstances, and priorities. You will work with a variety of clients ranging from endowments to private clients. You will be exposed to different client portfolios that touch a variety of asset classes including public equities, fixed income, hedge funds, and private investments. We pride ourselves in our ability to provide high quality investment advice, portfolio management and client servicing for our clients. We value opinions from all members of the team and each client team works closely to brainstorm and debate investment ideas. In addition to portfolio management and advisory work, GIS IA may also participate in the firm’s business development efforts in the region and manager research in certain niche or client-driven verticals.
As an IA, you will be challenged with competing priorities and deadlines, and a fast-paced learning environment but we enable you to thrive given a strong tradition of collaboration and mentorship in the team. Your development in CA begins with an in-depth orientation and training program and you will have access to structured mentorship programs as well as ongoing structured training programs as you grow within the firm. A successful IA would possess a high degree of competency in both quantitative and qualitative skillsets over time that allows him/her the knowledge to perform in-depth investment analysis via our internal analytics and modeling tools, contribute to team discussions around investment ideas and articulate advice and recommendations to clients.
Job Responsibilities:
Investment Portfolio Management
- Participate in the development and/or periodic review of asset allocation, investment strategy and portfolio construction for client portfolios
- Prepare regular portfolio review and recommendation materials for our clients’ investment committees and/or other staff
- Participate in the critical evaluation and selection of investment managers for virtually all asset classes, including alternative investments such as venture capital, private equity, private credit and hedge funds
- Prepare and draft investment recommendations related to the hiring or firing of investment managers
- Participate in investment manager meetings and assist in the manager research process
- Perform quantitative analysis related to asset allocation, risk monitoring, and performance attribution
- Liaise with the Client Reporting Group in the preparation of clients’ performance reports
- Answer clients’ questions and requests on an ad-hoc basis
Business Development
- Work closely with the Investment Directors in the APAC office to support business development efforts in the region. This includes liaising with the Global Client Solutions (GCS) team to coordinate resources and support, responding to RFPs from prospects, and preparing presentation materials for a pitch
- Other duties as assigned, as earned, and as the group evolves.
Skills:
- A demonstrated interest in investments, including alternative investments such as hedge funds and private equity / venture capital / private credit, and capital markets in general
- Familiarity with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint
- A demonstrated ability to work independently and as part of a team
- Shows good initiative and a curiosity to learn
- Strong analytical and communication skills
- Excellent organizational skills, keen eye for detail, ability to prioritize and work on multiple projects simultaneously
- Business proficiency in spoken Cantonese and Mandarin preferred due to regular interaction with Cantonese- and Mandarin-speaking clients and investment managers.
Qualifications:
- Bachelor’s degree (any major) with a record of high academic achievement
- Fresh graduates and individuals with 0-2 years of work experience are welcomed to apply
All applications must include a resume AND a cover letter in a single PDF document for consideration.
Base salary range for this role:
Pay Range Minimum:
500000Pay Range Maximum:
540000In 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.