Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe.
Our culture
Cambridge 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. We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.
Our people
Cambridge 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 YOU
- 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?
- Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
- Do you strive to work in an environment that encourages innovation and teamwork?
- Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
- Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?
- Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
The opportunity
The Global Client Solutions Associate supports the broad business development goals of the firm’s advisory and discretionary service models. This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the firm’s investment teams. The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance. 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 and the financial services field.
Responsibilities
Work collaboratively with investment directors and other members of the business development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment directors.
- Field calls with prospective clients and qualify leads.
- Research prospects to better understand their needs and challenges, competition, appropriate service/pricing approach.
- Write custom letters, requests for proposals, and other prospect and client communications.
- Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients.
- Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions.
- Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates.
Qualifications
- BA/BS required
- Sales, Business Development, proposal writing, or fundraising experience preferred in either the family office or institutional space.
- Strong written and oral communication skills (writing sample required)
- Excellent Word, PowerPoint, and Excel skills; experience creating business development/sales/marketing materials, preferred
- Experience with Microsoft Dynamics CRM or managing a CRM system preferred
- Ability to work on multiple projects simultaneously and to prioritize responsibilities
- Ability to work in a deadline-driven, team-oriented environment with a strong attention to detail
- Strong project management and interpersonal skills and proven ability to effectively “manage up”
- Interest and basic understanding of financial services
- Must be eligible to work without sponsorship or restriction in the US
