Investment Analyst, US Venture Capital
Apply NowCompany: Cambridge Associates
Location: Boston, MA 02115
Description:
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.
Position Summary:
Investment Associates (IAs) on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients. The US Venture Capital team consists of three IAs, who work under the supervision of three IDs.
Key Responsibilities:
Coordinate and participate in fundraising meetings and portfolio updates with general partners. Participate in manager assessment process and write summary analyses of each meeting for distribution within the firm.
Work with IDs to diligence and underwrite investments in venture capital and growth equity firms. Due diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings.
Serve as a resource to client-facing IDs and Investment Associates (IAs) seeking current information on venture capital opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team.
Monitor market trends related to fundraising and investment activity and contribute to periodic market updates that are accessed by IDs, IAs, and clients.
Prepare materials for and participate in monthly firm-wide meetings in which the global private investments team discusses recent manager meetings and current investment opportunities of interest with client-facing investment directors.
Represent Cambridge Associates at annual manager meetings.
Qualifications:
Received or expected BA/BS in any discipline (minimum GPA of 3.3)
Demonstrated interest in venture capital and growth equity asset classes and understanding of its role in a diversified institutional portfolio
Boston office preferred
Strong writing ability and oral communication skills
Strong analytical and quantitative skills
Ability and willingness to engage in conversation with managers and references
Solid MS Office skills (in particular, Word and Excel)
Strong work ethic and ability to work both independently and as part of a team under tight deadlines
Excellent project management skills
Willingness to travel (US)
All applications must include a cover letter for consideration and state their preferred office location
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.
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.
Position Summary:
Investment Associates (IAs) on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients. The US Venture Capital team consists of three IAs, who work under the supervision of three IDs.
Key Responsibilities:
Coordinate and participate in fundraising meetings and portfolio updates with general partners. Participate in manager assessment process and write summary analyses of each meeting for distribution within the firm.
Work with IDs to diligence and underwrite investments in venture capital and growth equity firms. Due diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings.
Serve as a resource to client-facing IDs and Investment Associates (IAs) seeking current information on venture capital opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team.
Monitor market trends related to fundraising and investment activity and contribute to periodic market updates that are accessed by IDs, IAs, and clients.
Prepare materials for and participate in monthly firm-wide meetings in which the global private investments team discusses recent manager meetings and current investment opportunities of interest with client-facing investment directors.
Represent Cambridge Associates at annual manager meetings.
Qualifications:
Received or expected BA/BS in any discipline (minimum GPA of 3.3)
Demonstrated interest in venture capital and growth equity asset classes and understanding of its role in a diversified institutional portfolio
Boston office preferred
Strong writing ability and oral communication skills
Strong analytical and quantitative skills
Ability and willingness to engage in conversation with managers and references
Solid MS Office skills (in particular, Word and Excel)
Strong work ethic and ability to work both independently and as part of a team under tight deadlines
Excellent project management skills
Willingness to travel (US)
All applications must include a cover letter for consideration and state their preferred office location
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.