Allocator Jobs
Investment Analyst, Business Risk Management Blog Post
Allocator Jobs, Boston, Massachusetts, us, 02298
Investment Analyst, Business Risk Management
December 27, 2024 Type of Role:
Investments Experience Level:
Analyst/Associate Cambridge Associates has $389 billion in assets under advisement, of which roughly $30 billion is managed for clients on a discretionary basis. Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Details below. THE OPPORTUNITY The Business Risk Management (BRM) group is part of the Global Investment Research team. The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers. BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions. Its primary mandate is to mitigate the risk of financial loss and/or reputational damages resulting from business or operational related issues. Job Responsibilities Support the BRM team with initial and ongoing operational due diligence on investment managers across all asset classes (including hedge funds, credit, real assets, private equity, and venture capital). Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO, etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. Provide support in the review of external service providers including fund administrators, law firms, auditors, compliance consultants, and prime brokers. Review and monitor audited financial statements and ongoing operational and risk-related developments at investment manager firms. Maintain a database of fund operational and vendor data for strategy and peer group analyses. Coordinate special projects and interact with operational due diligence analysts, investment research professionals, and investment directors. Qualifications 1 – 3 years of experience within the financial services industry, preferably in investment fund operations, fund accounting, risk management, auditing of investment products, or investment management regulatory/compliance environment. Experience conducting operational due diligence strongly preferred. Bachelor’s degree with a record of achievement. Strong written and oral communication skills. Ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data. Strong quantitative and analytical skills. Excellent written and verbal communication skills. Ability to work both independently and in a team under tight deadlines. Ability to travel for work (~20%). All applicants should submit a copy of their resume.
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December 27, 2024 Type of Role:
Investments Experience Level:
Analyst/Associate Cambridge Associates has $389 billion in assets under advisement, of which roughly $30 billion is managed for clients on a discretionary basis. Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Details below. THE OPPORTUNITY The Business Risk Management (BRM) group is part of the Global Investment Research team. The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers. BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions. Its primary mandate is to mitigate the risk of financial loss and/or reputational damages resulting from business or operational related issues. Job Responsibilities Support the BRM team with initial and ongoing operational due diligence on investment managers across all asset classes (including hedge funds, credit, real assets, private equity, and venture capital). Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO, etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. Provide support in the review of external service providers including fund administrators, law firms, auditors, compliance consultants, and prime brokers. Review and monitor audited financial statements and ongoing operational and risk-related developments at investment manager firms. Maintain a database of fund operational and vendor data for strategy and peer group analyses. Coordinate special projects and interact with operational due diligence analysts, investment research professionals, and investment directors. Qualifications 1 – 3 years of experience within the financial services industry, preferably in investment fund operations, fund accounting, risk management, auditing of investment products, or investment management regulatory/compliance environment. Experience conducting operational due diligence strongly preferred. Bachelor’s degree with a record of achievement. Strong written and oral communication skills. Ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data. Strong quantitative and analytical skills. Excellent written and verbal communication skills. Ability to work both independently and in a team under tight deadlines. Ability to travel for work (~20%). All applicants should submit a copy of their resume.
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