We are a leading global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception in the 1980s has been a primary driver of performance for institutional investors. Today, we deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates. Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA.
Working with some of the world's most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve, and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
The Global Business Development team is responsible for cultivating prospective business as well as supporting retention and development efforts with existing clients. Associates collaborate with investment directors and senior members of the Global Business Development team to create winning strategies and prepare materials necessary to win and retain business. Associates play a significant role in directly shepherding these efforts in order to grow the firm's business.
The Marketing Analyst role focuses on responding to Requests for Proposals (RFPs). RFPs are an integral part of the business development effort for both of these core practices. This position requires significant business writing and interpersonal skills to interface with investment teams and senior management of the firm as well as with prospective and existing clients. It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development.
Vet, create, produce, and submit Request for Proposals (RFPs) received by the team. This might include speaking with prospective clients to determine their needs and potential fit for CA.
Work with senior members of Global Business Development, Investment Directors, and subject-matter experts in departments across the firm to craft custom answers for investment content and non-standard answers.
Help keep RFP database current, and proactively identify changes to language and positioning that will create compelling responses.
Document and upload all activities into marketing tracking system to ensure accurate pipeline analytics.
Participate in broader business development efforts when possible, including pitch materials, custom proposals, and other prospect and client communications to support business development efforts and cultivate a broader understanding of our business for career development opportunities.
1-3 years of proposal writing experience, preferably in the asset management industry
Strong written and oral communication skills (writing sample required)
Ability to work on multiple projects simultaneously and to prioritize responsibilities
Ability to work in a deadline-driven, team-oriented environment
Strong project management skills and proven ability to effectively "manage up"
Strong attention to detail
Interest and basic understanding of financial services
CFA or progress toward CFA is a plus
Excellent Word, Excel and PowerPoint skills
Must be eligible to work without sponsorship or restriction in the US
All applications must include a cover letter for consideration.
Cambridge Associates is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience.
Cambridge Associates LLC