Associate, Portfolio Implementation Management

Company: Kinsley Power Systems
Location: San Francisco
Posted on: November 1, 2024

Job Description:

CAREERSTHAT CHANGE THE WORLD

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 CLIENTS
Cambridge Associates believes our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients, and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
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.
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? Do you excel at: serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?
THE OPPORTUNITY
Associate, Portfolio Implementation Management
The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team's mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team's involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.
RESPONSIBILITIES
Portfolio Implementation Management (PIM) concentrates on four core areas:

• Portfolio operations central point of contact for investment teams and other internal stakeholders
  
• Act as Internal Advocate for the client for all portfolio operations tasks and inquiries
  
• Problem resolution and additional support for client portfolios
  
• Implementation of investment ideas to execute desired portfolio structure
  
  Portfolio Implementation Management's Key Objectives:
  
  
• Provide superior client and investment team service
  
• Seek opportunities to improve investment team efficiency and organization
  
• Ensure accurate and timely client/investment team deliverables
  
• Be innovative and solution-oriented
  
• Promote clear and concise communication to all relevant parties
  
• Critical thinking and management of competing deadlines
  
  The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:
  
  
• Investigate and answer operationally driven client and investment team inquiries.
  
• Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
  
• Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
  
• Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
  
• Develop and maintain custom portfolio structure exhibits for investment team and client use.
  
  QUALIFICATIONS
  
  
• BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
  
• The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
  
• Superior and demonstrated problem-solving, analytical, and organizational skills.
  
• Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.
  
• Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
  
• Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus.
  
  Want to learn more?
  Click to learn more about how Cambridge Associates lives our firm values every day.
  Click to learn more about Cambridge Associates invests in diversity and inclusion.
  Click to learn more about our commitment to Corporate Social Responsibility.
  EQUAL OPPORTUNITY EMPLOYMENT
  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.
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Keywords: Kinsley Power Systems, Lodi , Associate, Portfolio Implementation Management, Executive , San Francisco, California