Investment Analyst

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:

Job Description:

THE OPPORTUNITY

• As an Investment Analyst (IA), you will play a vital role as a core member of a collaborative client team, typically working alongside 3-4 colleagues to deliver high-quality investment insights and operational support to our clients. This position offers a unique blend of responsibilities, combining analytical work with hands-on operational tasks, providing a well-rounded experience in the investment management field.
• Your day-to-day work will include producing materials for clients in PowerPoint, word doc, and excel. It will include gathering and analysing historical asset allocation, spending, and performance data; evaluating financial histories; and reviewing investment managers’ portfolios. You will also contribute to writing investment memos, preparing exhibits and presentation materials, and responding to client questions and requests. In addition, you will support performance reporting reconciliation, attribution analysis, and investment transactions, ensuring accuracy and efficiency in all processes.
• We are looking for individuals who are detail-oriented, curious about investment markets, and eager to contribute to a high-performing, supportive team. You will have the opportunity to develop both your analytical and operational skills, working closely with colleagues who value diverse perspectives and mutual support. It is a small and cohesive team so everyone is expected to contribute at a high-level.
• Each IA typically supports six to ten clients and manages multiple projects simultaneously. You will have autonomy in organizing your schedule and setting priorities to meet deadlines, while benefiting from a strong culture of teamwork and collaboration. The role involves both quantitative and qualitative analysis, as you will help describe market conditions and communicate investment recommendations in clear, accessible written reports. Given the dynamic nature of our work and the sophistication of our clients, we seek self-motivated professionals who are committed to maintaining high standards and who thrive in a flexible, fast-paced environment.

SKILLS:

• Proficiency with computer databases and spreadsheets, especially Microsoft Excel, Word, and PowerPoint
• Ability to work independently and collaboratively within a team
• Strong analytical and communication skills
• Self-starter with an inquisitive mindset
• Enjoys working in a small, close-knit team
• Brings a positive, can-do attitude to work each day
• Motivated to take ownership of tasks and see them through
• Strong problem-solving abilities
• Excellent organizational skills, attention to detail, and ability to prioritize and manage multiple projects at once

     
QUALIFICATIONS:

• Bachelor’s degree (any major) with a record of high academic achievement (credit average or above)
• Individuals with 0-3 years of work experience are encouraged to apply
• Must be eligible to work in Australia without sponsorship (Candidates currently based in New Zealand who are willing to relocate to Sydney are also welcome to apply)

All applications must include a resume AND a cover letter in a single PDF document for consideration. Please note: Standardized or AI-generated cover letters will not be prioritized. We value authentic, personalized applications that reflect your genuine interest in the role and our organization.

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.