9 jobs in Cambridge Associates

Job Description Summary

The Discretionary Transaction Services Team supports the execution of investment-related transactions for Discretionary and Advisory with Comprehensive Operations clients. The team plays a critical role in coordinating activity across internal stakeholders, investment managers, custodians, legal counsel, and clients to ensure transactions are processed accurately and efficiently. This role offers the opportunity to gain broad exposure to investment operations, transaction processes, and cross-functional collaboration in support of sophisticated client portfolios.

• Prepare and complete subscription and redemption documentation and track transaction workflows across assigned client accounts.


• Support subscription and redemption activity by navigating AML/KYC requirements and related documentation.


• Work with investment managers, fund administrators, legal counsel, and other relevant parties to ensure transaction documentation, approvals, and operational requirements are complete and in good order prior to trade date.


• Assist in coordinating asset transfers among custodians, investment managers and clients while maintaining accurate account records.


• Prepare and complete post-trade fund and client documentation, including LPA amendments, MFN elections, voting materials, investor questionnaires, annual updates, and other related requirements across impacted clients.


• Maintain and update client account records to ensure accurate documentation, transaction processing, and ongoing account administration.


• Proactively support client objectives through communication with third-party service providers, documentation review, and correspondence management.


• Use investment manager and custodian portals to monitor transaction activity and account status.


• Prepare ad hoc reporting and operational updates for internal and client-related needs.


• Leverage internal resources and systems to support transaction execution and broader client activity.


• Maintain awareness of market developments, investment themes, and client priorities to support day-to-day execution and service.

• Bachelor’s degree and 3–5 years of relevant professional experience in investment operations, fund operations, client servicing, trade support, or a related financial services role.


• Familiarity with subscription and redemption processes, asset transfers, and trade settlement workflows.


• Working knowledge of AML/KYC requirements and related operational documentation.


• Strong organizational skills with the ability to manage multiple workflows and deadlines simultaneously.


• High attention to detail and commitment to accuracy in a fast-paced environment.


• Strong written and verbal communication skills, with the ability to coordinate effectively across internal and external stakeholders.


• Proficiency in Microsoft Office applications.


• Experience working with alternative investment operations processes, custodians, or investment manager portals is preferred.

Base salary range for this role: $77,400 – $100,600. This position is also 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.

Cambridge Associates in Boston is seeking an Associate Director, Sales Enablement to lead the development and governance of sales-focused content across Loopio and Seismic, ensuring consistency and credibility in proposals and client communications.

You will collaborate with Marketing, GCS, CMR, and investment teams to translate complex investment concepts into concise, client-ready materials and drive platform adoption across the sales organization.

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

The Associate Director, Sales Enablement manages the development, maintenance, and governance of sales-focused content that support business development across Cambridge Associates. This role plays a key part in how the firm's capabilities, investment expertise, and market positioning are communicated to clients and prospects — driving consistency, credibility, and effectiveness across prospecting, proposal, and presentation settings. The Associate Director serves as a subject-matter resource on sales enablement, collaborating with GCS, CMR, investment teams, and Marketing leadership to support content priorities aligned to firm strategy and ensure the sales team is equipped to compete and win.

• Own the strategy, creation, and ongoing refinement of sales-focused content across enablement platforms, including Loopio and Seismic.

• Develop targeted collateral that supports business development across client segments, audience types, and stages of the sales process.
• Create and maintain core sales materials, including capability overviews, product and solution summaries, presentation modules, pitch content, proposal templates, reusable response content, and messaging frameworks.
• Ensure materials are clear, compelling, differentiated, and tailored to client and prospect needs.
• Translate complex investment concepts, firm capabilities, and market positioning into concise, credible sales content, applying analytical judgment to ensure accuracy and relevance.

• Assist colleagues in managing content structure, governance, and usability within firm tools, Loopio, and Seismic, ensuring materials are organized for efficient search, retrieval, and reuse.

• Establish and enforce processes to keep materials current, approved, and version-controlled.
• Lead efforts to improve platform adoption, user experience, and overall content effectiveness, escalating platform strategy decisions to Marketing leadership as appropriate.
• Contribute to priorities for platform updates and enhancements in partnership with internal stakeholders and technology teams.

• Develop playbooks, guides, and training materials that improve sales team effectiveness, consistency, and confidence.

• Facilitate enablement sessions on content, tools, and messaging — reinforcing best practices in how the firm's capabilities and differentiators are presented to clients and prospects.
• Provide targeted support for high-priority meetings, presentations, and proposal opportunities.

• Serve as a key liaison between Marketing and GCS, supporting alignment on content priorities, sales needs, and execution.

• Partner with CMR to ensure positioning, messaging, and collateral reflect current market insights and firm priorities.
• Collaborate with investment teams and subject-matter experts to validate content accuracy and strengthen technical credibility.
• Together with colleagues, support consistency in how the firm's capabilities are presented across proposal, presentation, and prospecting materials — contributing to firm-wide alignment on messaging.

• Track and report on metrics for content usage, adoption, and impact; use data to inform prioritization recommendations.

• Identify content gaps and lead development of plans to strengthen the firm's sales enablement library.
• Drive continuous improvement of templates, presentations, collateral, and tool workflows based on business needs, stakeholder feedback, and user behavior.
• Compile and share findings and recommendations with Marketing leadership and senior stakeholders.

• Advanced knowledge of sales enablement strategy, content development, and platform governance in a complex B2B or institutional environment.

• Demonstrated ability to manage cross-functional projects and collaborate effectively with senior stakeholders.
• Strong writing and editing skills, with the ability to distill complex investment or advisory concepts into client-ready content.
• Strong analytical thinking and the ability to connect content priorities to broader business development goals.
• Experience managing or governing sales enablement platforms (e.g., Seismic, Loopio, or equivalent).
• Strong project management and organizational skills, with the ability to manage multiple priorities simultaneously.
• Ability to communicate clearly and effectively with senior leaders on content and enablement topics.

• Experience supporting institutional sales, advisory, or investment-related business development efforts.

• Familiarity with content governance, taxonomy design, and platform optimization.
• Strong presentation development skills and visual storytelling instincts.
• Experience leading or mentoring others in a content, marketing, or enablement function.

• Bachelor's degree in marketing, communications, business, finance, economics, or a related field (required).

• 5–7+ years of experience in marketing, sales enablement, content strategy, proposal support, or a related function (required).
• Experience in asset management, investment consulting, financial services, or another knowledge-intensive professional services environment (preferred).Working knowledge of investment products, financial markets, or institutional client solutions sufficient to develop credible, effective content (preferred).

Base salary range for this role:

Pay Range Minimum:

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.

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.

Join to apply for the Head of Enterprise Risk role at Cambridge Associates.

Cambridge Associates (CA) is a leading global investment firm, providing investment management services across North America, the United Kingdom, Europe, Asia, and Oceania. 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, maximizing their impact on the world.

Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.

We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA’s risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business‑line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm’s Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.

• Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations, while promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored.
• Leading the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm’s strategic direction and/or operational effectiveness.
• Providing quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
• Serving as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
• Serving as the firm’s second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensuring that business units are accountable for timely risk reporting, mitigation, and monitoring and ensuring all incidents and control failures are reported and on track for remediation.
• Engaging with first‑line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
• Ensuring the execution of risk mitigation strategies across all client‑facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
• Ensuring the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution.
• Owning the deployment and optimization of the firm’s GRC (Governance, Risk and Compliance) tool to establish proactive, real‑time visibility, monitoring and assessment of risks across all aspects of our business.
• Owning and executing the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments.
• Leading the governance and evolution of the firm’s Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks.
• Directing the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements.
• Leading the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.

• Minimum of 15 years’ risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm.
• Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework.
• Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies.
• Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting.
• Broad‑based operational perspective and understanding of the processes and controls of an investment management firm.
• Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners.
• Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers.
• Deep understanding of global investment management regulatory environment.
• Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly.
• Ability to interact with and build relationships with colleagues at all levels of the organization.

All applications must include a resume and cover letter.

Base salary range: $177,300 – $241,100. In addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive benefits package. Placement within the range will be based on skills, experience, and qualifications.

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.

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

The Manager Research Information Associate’s primary role will be to support the fast‑paced environment of financial research data aggregation, analysis, and project management. Working within a group that is both collaborative and independent, the role requires strong communication across a variety of time zones, adaptability, exceptional organizational skills, and critical thinking across a variety of tasks. Additionally, a successful candidate will have highly analytical instincts, strong attention to detail, and a deep understanding of creating and maintaining processes.

• Oversee central coordination across Cambridge Associates’ private investment, hedge fund, and long‑only research information
• Collaborate with other team members to triage incoming information, assign appropriately, and complete tasks against a variety of deadlines
• Manage large‑scale operational processes for Research Teams across all asset classes within the broader Manager Research group
• Manage a variety of inboxes, including team‑specific questions, Asana workplans, asset‑class specific asks, and other one‑off requests
• Create and run queries and reports from multiple databases in response to information requests from across the firm, supporting management, research, client, and marketing needs
• Facilitate large‑scale communications between the Manager Research Operations team and the individual Manager Research teams
• Create, maintain, and troubleshoot a variety of long‑standing, regular, and one‑off reporting needs
• Interact regularly with a variety of different stakeholders, with the professionalism required for a range of different settings
• Oversee and populate multiple databases regularly with information, requiring the ability to evaluate data and use judgment to draw appropriate conclusions and propose solutions
• Contribute to and/or help lead Manager Research and Manager Research Operations with a variety of projects and initiatives

• BA/BS with 2+ years of experience in a corporate setting
• Strong analytical and problem‑solving abilities
• Strong communication skills across a variety of roles within the team and the organization
• Ability to approach tasks with flexibility and an understanding of changing priorities
• Ability to identify errors and incongruencies in a variety of datasets
• Solutions‑oriented with an ability to multi‑task against competing deadlines
• Excellent organizational skills
• Strong attention to detail in a deadline‑driven hybrid environment
• Highly motivated, independent, and the ability to re‑prioritize when necessary
• Ability to maintain confidentiality and use discretion with sensitive information
• Strong knowledge of Excel, Outlook, Word, and Asana platforms
• Working knowledge of SQL

Base salary range for this role:

Pay Range Minimum:

63700

Pay Range Maximum:

82800

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.

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.

Cambridge Associates is seeking a senior professional to lead complex client onboarding, transitions, and service changes for the U.S. Private Client business. You will partner with CIOs, Investment Directors, and clients to drive end-to-end implementation with a focus on risk management and governance.

The role emphasizes leadership, cross-functional collaboration, and the ability to operate in ambiguous situations while improving scalability and client experience.

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

The role sits within the Client Implementations & Transitions team, part of the broader Global Portfolio Services group, and reports to the Global Head of the Client Implementations & Transitions.

The successful candidate will lead complex client onboarding, transition, service change, and offboarding activity for the U.S. Private Client business. As a senior individual contributor, this role is accountable for shaping and driving the end-to-end implementation approach for the most complex, high-risk, and high-visibility client events, requiring deep specialized expertise, strong judgment, and the ability to operate effectively in ambiguous situations.

The individual will serve as a partner to key stakeholders, including CIOs, Investment Directors, Business Development Directors, and clients, aligning parties across functions, identifying and managing risks, and driving decisions to successful outcomes. The role will contribute meaningfully to the effectiveness of the U.S. Client Implementations & Transitions function through leadership and support of governance standards, operating model enhancements, and strategic process improvements that improve scalability, consistency, and client experience. In addition to leading execution of complex events, the individual will serve as a subject matter expert and trusted partner, contributing to functional priorities and helping strengthen the broader client transition framework.

• Serve as a senior relationship partner to event stakeholders, including but not limited to Business Development Directors, CIOs, Investment Directors, practice leadership and external clients throughout onboarding, transition, service change and off-boarding events.
• Build trusted relationships across the U.S. Private Client business to ensure implementation activity is aligned with client objectives, service expectations and broader business priorities.
• Engage proactively with external clients, family offices, custodians and third-party providers to support a seamless and high-quality implementation experience.
• Act as the senior point of contact for complex implementation matters, ensuring clear communication, effective expectation setting and timely resolution of issues.

• Lead the end-to-end implementation strategy and execution for complex client onboarding, service change and off-boarding events across the U.S. client base, with a particular focus on Private Clients.
• Establish the implementation approach, governance structure, key decision points, milestones and stakeholder accountabilities for each engagement.
• Maintain oversight of implementation plans, status, actions and stakeholder communications to support disciplined delivery and informed decision-making.
• Ensure key milestones, service expectations and implementation deliverables are met.
• Drive alignment across internal and external stakeholders to deliver successful implementation outcomes while balancing client needs, operational feasibility, risk and timing considerations.
• Lead cross-functional forums and decision-making discussions to maintain momentum, resolve dependencies and address issues in a timely manner.

• Own the identification, assessment and management of implementation risks, dependencies and issues across complex client events.
• Exercise sound judgement in making and recommending complex implementation decisions, balancing client experience, operational integrity, regulatory requirements and firm risk considerations.
• Escalate material risks and sensitive matters appropriately, while maintaining accountability for driving resolution and protecting client outcomes.
• Ensure implementation activity is executed within the required control framework and in accordance with applicable policies, procedures and regulatory expectations.
• Own adherence to documentation and control requirements, including evidence needed to support SOC 1 and audit requests.

• Contribute to the development of the U.S. Client Implementations & Transitions operating model, including governance, process standards and cross-functional ways of working.
• Partner with key business stakeholders to support strategic priorities and initiatives within the U.S. Private Client business.
• Identify themes, bottlenecks and opportunities arising from implementation activity and implement changes that improve scalability, efficiency, risk management and client experience.
• Help define and embed best practices across the function, supporting consistency and quality of delivery across complex client events.

• Provide leadership, guidance and subject matter expertise to colleagues involved in implementation activity, even where there is no direct line-management responsibility.
• Ensure effective handover of Day 2 activities to the appropriate teams, with clear ownership and continuity of service.
• Lead post-implementation reviews and capture lessons learned to strengthen future execution and the broader client implementation framework.

• Bachelor’s degree (preferably in a relevant field).
• Proven experience leading complex client onboarding, transition and service change events within investment management, wealth management or a related buy‑side environment is essential.
• Deep understanding of investment operations, implementation workflows and service‑provider co‑ordination across complex client structures, with a proven track record of delivering complex operating model changes.
• Knowledge of alternative asset classes, in particular; Private Equity, Private Credit, Hedge Funds, and Real Assets would be advantageous.
• A high‑level understanding of the US regulatory landscape would be advantageous.
• Excellent client relationship management skills, with the ability to build credibility and trust with both internal stakeholders and external clients.
• Demonstrated ability to influence across multiple stakeholder groups, including senior business leaders, client‑facing teams, operations, legal, compliance and third‑party providers.
• Strong judgement and experience managing complex decisions, competing priorities and implementation risk in a client‑sensitive environment.
• Track record of contributing to strategic priorities, process improvement and operating model enhancement, not solely day‑to‑day execution.
• Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Excellent analytical skills and attention to detail.
• Able to own, manage and elevate implementation risk, with experience making risk‑based decisions in complex and time‑sensitive situations.
• Exceptional verbal and written communication skills, with confidence engaging senior internal stakeholders and sophisticated external clients.
• Ability to multi‑task and manage time is critical. The individual will be tasked with overseeing multiple change projects simultaneously.
• Ability to work independently and to tight deadlines.
• A proven track record of identifying and implementing process improvements, and contributing to strategic initiatives and operating model development.
• Able to work collaboratively with others – both as a project lead and as a contributor (to strategic initiatives).
• Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools.
• Experience supporting Ultra High Net Worth / Private Clients would be advantageous.

Base salary range for this role:

Pay Range Minimum:

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.

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.