Cambridge Associates · 11 hours ago
Track Records, Senior Associate
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$81K/yr - $106K/yr
3+ years expCambridge Associates is a leading global investment firm that assists clients in managing custom investment portfolios. The Senior Associate in Track Records will maintain and calculate track record composites, produce performance reports, and respond to data requests while collaborating with the Performance and Analytics team.
FinanceFinancial ServicesService IndustryVenture Capital
Responsibilities
Maintain and validate CA track record composites
Produce monthly and quarterly performance reports and analysis
Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from the Global Client Services CA teams
Respond to RFPs/RFIs for performance and analytics related data
Participate in special initiative projects as needed, in the performance and analytics space
Help with documenting and implementing policies and procedures
Recommend and implement process changes as needed to increase timely and accurate delivery of performance data
Qualification
Required
Bachelor's Degree in Economics, Finance, Statistics, Data Analytics or equivalent
3 to 5 years' relevant experience
Proficient in Excel modeling (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Ability to quickly learn new systems and software
Good analytical, problem-solving, and decision-making skills, with a strong attention to detail
Effective communication and interpersonal skills
Ability to work collaboratively in a fast-paced, dynamic environment; ability to handle multiple assignments while managing to strict and competing deadlines
Preferred
Progress towards CIPM, CFA and/or CAIA is a plus
Knowledge of GIPS and performance measurement concepts is a plus
Knowledge/experience with composite maintenance software and performance systems a plus
Experience with private market investments is preferred
Benefits
Annual performance-based bonus
Comprehensive, competitive benefits package
Company
Cambridge Associates
Cambridge Associates is an investment firm that helps endowments and foundations, and pension plans to manage custom investment portfolios.
1001-5000 employees
H1B Sponsorship
Cambridge Associates has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (4)
2022 (3)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sofina
2018-05-16Private Equity
Leadership Team
David Druley
Chief Executive Officer and Board Member
Alex Koriath
Head of the European Pension Practice
Recent News
2025-11-04
Company data provided by crunchbase