Advisory Services Associate
Location: Arlington, Virginia
Description: Cambridge Associates LLC is currently seeking to employ Advisory Services Associate right now, this job will be settled in Virginia. More complete informations about this job opportunity please give attention to these descriptions. Cambridge Associates was founded in the early 1970s to provide investment and financial research consulting and advisory services to endowments and other nonpr! ofit institutions Today those services have been expanded to include alternative assets research and consulting and performance monitoring Our client base consists of over 850 institutions with assets ranging from several million to many billions of dollars and includes colleges and universities secondary schools foundations religious organizations research organizations international institutions corporations and private clients These clients are based in the United States and around the world and are served by offices in Arlington Virginia Boston Massachusetts Dallas Texas Menlo Park California Singapore Sydney Australia and an affiliate in London England authorized by the Financial Services Authority Cambridge Associates039 unique blend of services affords its staff the opportunity to work directly with some of the world039s most prestigious nonprofit institutions Our staff share an intellectual curiosity and work in a collegial atmosphere where collaboration and informa! tion sharing are prized and rewarded We offer opportunities fo! r advancement as well as a competitive salary and benefits package including medical vision and dental life and disability insurance 401(k) plan with company match tuition reimbursement generous paid time off and more Cambridge Associates is an Equal Opportunity Employer For more information on our firm please visit our web site at wwwcambridgeassociatescom Responsibility The Advisory Services Associate is responsible for coordination oversight and execution of administrative issues related to the funding of and oversight of investment programs of client institutions and family groups This includes coordinating and facilitating communication between clients consultants and staff external investment managers bank custodians attorneys and other relevant parties Principal Duties Act as primary or secondary Advisory Services Group (ASG) contact for ASG clients investment managers and internal staff Collect interpret and organize information relating to all aspects of client por! tfolios Maintain awareness of current investment themes and client interests Proactively support client objectives through communication with thirdparty service providers Review documentation and maintain correspondence Coordinate asset transfer between clients custodians and investment managers and maintain account records Complete documentation monitor cash flows track share class and verify receipt of wires and documents for those clients with hedge funds Reconcile manager statements with custodian bank Monitortrack capital call and distributions for clients with nonmarketable alternative asset programs Utilize managercustodian websites to monitor and analyze client portfolios Be prepared to generate ad hoc reports Utilize internal CA resources to support client activities Provide administrative support to client teams Qualifications Bachelors degree (all majors welcome) familiarity with financial terminology is preferred but not required 2+ years of related work experie! nce (preferred but not required) Ability to work in a timesensitive env! ironment and balance competing priorities Strong analytical and organizational abilities Exceptional written and oral communication skills Experience in a customer service environment Demonstrated ability to work both independently and as part of a team Able to learn quickly and adapt to new challenges Professional focused and disciplined approach to work responsibilities Experience in Microsoft Office Suite including Excel Outlook and Word All candidates must be eligible to work in the United States without sponsorship See Job Description See Job Description.
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This job will be started on: Tue, 19 Mar 2013 22:15:20 GMT
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