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Investment Analyst, SII

CAREERS THAT CHANGE THE WORLDOUR CLIENTSCambridge Associates believes our clients come first.Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.OUR CULTURECambridge Associates believes culture is central to your success and ours.We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.OUR PEOPLECambridge Associates believes we do our best when you do your best.At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.But enough about us. Tell us about YOUo Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?o Do you strive to work in an environment that encourages innovation and teamwork?o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundation in finance and investments, and build a long-term career development plan?o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?o Do you excel at: research, analysis, and problem solving?THE OPPORTUNITYThe Cambridge Associates Sustainable and Impact Investing (SII) Group is dedicated to assisting clients in the broad area of sustainable and impact investing and environmental, social, and governance (ESG) across asset classes and thematic areas such as climate change and social equity. The SII Research Team conducts extensive due diligence on fund managers across asset classes and identifies best-in-class investment ideas for clients looking to incorporate sustainability and impact, manager diversity and/or ESG into their investment portfolios.We are currently seeking a full-time Investment Analyst to support the SII Research Team. The Investment Analyst will conduct research across the spectrum of impact and sustainable investing, which will also include diverse manager investing and investing at the intersection of multiple sustainability and/or impact themes (e.g., health and wellness, affordable housing, sustainable infrastructure, education and workforce training, financial inclusion). The Investment Analyst will have three primary responsibilities: (1) research impact managers across asset classes (e.g., private investments (venture capital and private equity), public equities, credit, real assets) in coordination with Research Investment Director(s); (2) drive processes of the SII Team through general operational, analytical, and research support alongside fellow Investment Analysts; (3) ad-hoc client team support in collaboration with Investment Director(s).RESPONSIBILITIES• Conduct investment manager research and prepare written deliverables for use by investment directors and clients. Research activities include active participation in meetings with fund managers, reference calls, due diligence project management, data analysis, and written deliverables (e.g. notes, memos, and detailed diligence reports).• Provide support to Research Investment Director(s), which includes quantitative and qualitative research projects in addition to the support and/or leading of investment due diligence processes as assigned.• Play a key role in developing and maintaining internal content related to sustainable and impact investing, ESG, and diverse manager investing, which could include business development and training materials as well as other operational or analytical tasks.• Serve as a resource to and complete requests for client teams considering or investing across sustainability and impact, ESG, and/or diverse manager investing strategies.• Work on thematic projects, such as published research reports and PowerPoint presentations, which enhance colleagues’ and clients’ knowledge of relevant topics.• Present primarily to internal audiences to share research findings and investment ideasQUALIFICATIONS• 1-2 years of work or related internship experience preferred, but not required• Bachelor’s degree with a record of high academic achievement• Demonstrated intellectual curiosity and interest in investing and the capital markets• Familiarity with and keen interest in sustainable and impact investing (including manager diversity, ESG, and/or other impact themes noted above)• Collaborative, coachable team-player with strong oral and written communication skills, and a desire for continuous improvement and growth• Open-minded mindset and evinced personal and/or professional commitment to diversity of thought and perspective• Excellent analytical and quantitative skills• Strong writing capabilities• Strong project management and organizational skills: ability to work independently and assign priorities to multiple concurrent, competing requests, while ensuring their integrity, accuracy, completeness, and timeliness. Experience with productivity tools such as Asana and database management preferred, but not required• All candidates must be eligible to work in the US without sponsorshipPlease submit cover letter and resume for consideration

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What You Should Know About Investment Analyst, SII, Cambridge Associates, LLC

Are you ready to dive into the exciting world of finance and make a meaningful impact? Join Cambridge Associates as an Investment Analyst in their Sustainable and Impact Investing (SII) Group based in Boston, MA. At CA, we pride ourselves on being client-centric, collaborating closely with endowments, foundations, pensions, and institutional investors to help them achieve their investment objectives while creating positive change. In this role, you'll conduct in-depth research across diverse asset classes, focusing on sustainable and impact investing strategies. Your work will include engaging with fund managers, preparing detailed reports, and supporting your team in delivering exceptional client service. Your curiosity and passion for ESG themes—like climate change and social equity—will drive your success as you identify best-in-class investment opportunities. At Cambridge Associates, we believe in fostering a culture of inclusivity and collaboration. You'll be part of a dynamic team that values your unique perspectives and encourages professional growth. If you’re eager to contribute to a culture that values kindness and teamwork while working in a vibrant environment, this is the opportunity for you. Take the next step in your career, where you can not only excel in finance but also be a part of something bigger. Explore the possibilities with us at Cambridge Associates, and let's change the world together!

Frequently Asked Questions (FAQs) for Investment Analyst, SII Role at Cambridge Associates, LLC
What are the responsibilities of an Investment Analyst at Cambridge Associates?

As an Investment Analyst at Cambridge Associates, your primary responsibilities will include conducting thorough investment manager research, engaging in meetings with fund managers, and preparing detailed reports for investment directors. You will also support your team with operational and analytical tasks, assist client teams with their investment considerations, and work on thematic projects such as research reports and presentations.

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What qualifications do I need to be an Investment Analyst at Cambridge Associates?

To qualify for the Investment Analyst position at Cambridge Associates, you should ideally have 1-2 years of relevant experience or internships, along with a Bachelor's degree demonstrating high academic achievement. An interest in sustainable and impact investing is important, and you should have strong analytical and communication skills to thrive in this collaborative role.

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How does Cambridge Associates support professional development for Investment Analysts?

Cambridge Associates is committed to the growth and development of its Investment Analysts. In this role, you'll receive mentorship, work on diverse projects, and have access to training materials that enhance your knowledge of sustainable investing. The company encourages continuous improvement and supports you in building a robust career development plan aligned with your professional goals.

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What is the company culture like at Cambridge Associates for Investment Analysts?

The company culture at Cambridge Associates is vibrant, inclusive, and supportive. As an Investment Analyst, you'll be part of a collaborative team that values kindness and diversity, fostering an environment where every individual can thrive. The firm places great importance on teamwork and making a positive impact through the work we do for our clients.

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What impact does an Investment Analyst have at Cambridge Associates?

As an Investment Analyst at Cambridge Associates, your work has significant impact in guiding our clients towards making informed sustainable and impactful investment decisions. By conducting thorough research, analyzing data, and developing insightful reports, you will contribute to strategies that not only meet financial goals but also address pressing environmental and social challenges in society.

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Common Interview Questions for Investment Analyst, SII
Can you describe your experience with sustainable and impact investing as an Investment Analyst?

When discussing your experience, focus on any relevant coursework, internships, or projects that involved sustainable or impact investing. Highlight your understanding of ESG principles and your ability to research and analyze investment opportunities within this thematic area.

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How do you prioritize your responsibilities and manage multiple projects as an Investment Analyst?

Explain your approach to task management, including any tools or strategies you use to stay organized. Discuss how you assess the urgency and importance of tasks, communicate with team members, and adapt to shifting priorities without compromising quality and timeliness.

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What do you believe are the most important qualities for an Investment Analyst at Cambridge Associates?

Discuss the significance of analytical skills, effective communication, and teamwork. Emphasize the need for a curious mindset and a commitment to diversity and inclusion, which are vital in fostering a collaborative environment that promotes collective success.

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Can you provide an example of a research project you conducted and the outcome?

Share a specific project that showcases your research skills. Describe the problem you were addressing, your research methodologies, and the impact your findings had on decision-making or strategy development, highlighting any positive feedback or results.

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How would you approach building relationships with fund managers?

Emphasize the importance of communication, active listening, and establishing trust when building relationships with fund managers. Mention how you would leverage your analytical skills to facilitate informative discussions and engage in meaningful dialogues during meetings.

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What tools or software are you familiar with that would help you succeed as an Investment Analyst?

Discuss any familiarity you have with industry-standard tools for data analysis, project management, or financial modeling. Highlight experiences with platforms like Bloomberg, Excel, or project management tools like Asana that can improve efficiency and collaboration.

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How do you stay updated on trends in sustainable and impact investing?

Explain your methods for staying current, such as following industry publications, attending webinars, or participating in networking events. Mention specific resources and how you apply that knowledge to your work as an Investment Analyst.

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Describe a time when you had to present research findings. How did you ensure clarity and engagement?

Provide an example of a presentation where you effectively communicated complex information. Discuss your preparation methods, the techniques you used to engage your audience, and how you encouraged questions and feedback to ensure clarity.

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What motivates you to work in the field of sustainable investing?

Share your passion for sustainability and finance, explaining how they align with your values. Discuss any personal experiences or influences that inspired you to pursue a career in sustainable and impact investing, emphasizing your commitment to making a difference.

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How would you handle a disagreement with a team member regarding an investment strategy?

Discuss your approach to conflict resolution, emphasizing the importance of open communication and collaboration. Describe how you would seek to understand differing opinions and work towards a solution that considers all perspectives, promoting a positive atmosphere.

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Our clients trust the experience, leadership, and integrity of our investment professionals. Working with some of the world’s most sophisticated institutional investors for more than 40 years, we bring a deep knowledge of portfolio management best...

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Full-time, on-site
DATE POSTED
December 21, 2024

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