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 . Position Summary: We are seeking a Compliance Associate to join our London office, reporting to the Head of Compliance. This role will be pivotal in strengthening our group compliance frameworks, ensuring regulatory adherence, and maintaining our reputation for excellence in the investment industry. Key Responsibilities: • Perform and document controls testing under the firm's Compliance Monitoring Programme. • Assist with Regulatory Reporting and the firm's global Regulatory Data Initiative Project. • Monitor, interpret and implement new regulatory requirements. • Develop and refine compliance policies and procedures. • Advise the firm's Client Information Management team on AML/KYC matters. • Deliver regulatory training and guidance to employees. • Assist with internal and external audits. • Prepare reports for the firm's management committees and board. • Contribute to regulatory and business projects; and • Promote a robust compliance culture across the firm. Qualifications: • Minimum of 2 years of compliance experience in institutional asset management or relevant financial sector roles • Familiarity with UK and European regulatory frameworks, including MiFID II, AIFMD, and FCA Rules • Strong communication and analytical skills • Proven ability to build collaborative relationships across all levels of the organisation • Ability to work independently and in a team environment to manage and deliver high-quality results • Operates with the highest level of integrity and confidentiality 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. Employees of Cambridge Associates Ltd / GmbH or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd/GmbH. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd/GmbH or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd/GmbH. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd /GmbH. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.
Jul 04, 2025
Full time
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 . Position Summary: We are seeking a Compliance Associate to join our London office, reporting to the Head of Compliance. This role will be pivotal in strengthening our group compliance frameworks, ensuring regulatory adherence, and maintaining our reputation for excellence in the investment industry. Key Responsibilities: • Perform and document controls testing under the firm's Compliance Monitoring Programme. • Assist with Regulatory Reporting and the firm's global Regulatory Data Initiative Project. • Monitor, interpret and implement new regulatory requirements. • Develop and refine compliance policies and procedures. • Advise the firm's Client Information Management team on AML/KYC matters. • Deliver regulatory training and guidance to employees. • Assist with internal and external audits. • Prepare reports for the firm's management committees and board. • Contribute to regulatory and business projects; and • Promote a robust compliance culture across the firm. Qualifications: • Minimum of 2 years of compliance experience in institutional asset management or relevant financial sector roles • Familiarity with UK and European regulatory frameworks, including MiFID II, AIFMD, and FCA Rules • Strong communication and analytical skills • Proven ability to build collaborative relationships across all levels of the organisation • Ability to work independently and in a team environment to manage and deliver high-quality results • Operates with the highest level of integrity and confidentiality 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. Employees of Cambridge Associates Ltd / GmbH or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd/GmbH. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd/GmbH or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd/GmbH. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd /GmbH. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.
CAREERS THAT CHANGE THE WORLD 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. 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 PEOPLE Cambridge Associates believes we do our best when you do your best. 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. But enough about us. 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 ? THE OPPORTUNITY The Global Client Solutions Associate supports the broad business development goals of the firm's advisory and discretionary service models. This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the firm's investment teams. The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance. It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development and the financial services field. RESPONSIBILITIES Work collaboratively with investment directors and other members of the business development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment directors. Field calls with prospective clients and qualify leads. Research prospects to better understand their needs and challenges, competition, appropriate service/pricing approach. Write custom letters, requests for proposals, and other prospect and client communications. Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients. Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions. Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates. QUALIFICATIONS BA/BS required. Sales, Business Development, proposal writing, or fundraising experience preferred in either the family office or institutional space. Strong written and oral communication skills (writing sample required). Excellent Word, PowerPoint, and Excel skills; experience creating business development/sales/marketing materials preferred. Experience with Microsoft Dynamics CRM or managing a CRM system preferred. Ability to work on multiple projects simultaneously and to prioritize responsibilities. Ability to work in a deadline-driven, team-oriented environment with a strong attention to detail. Strong project management and interpersonal skills and proven ability to effectively "manage up." Interest and basic understanding of financial services. Must be eligible to work without sponsorship or restriction in the UK. Please submit cover letter and resume for consideration. 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. Want to learn more? Click HERE to learn more about how Cambridge Associates lives our firm values every day. ( ) Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. ( ) Click HERE to learn more about our commitment to Corporate Social Responsibility . ( ) Employees of Cambridge Associates Ltd or an affiliated firm are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.
Jul 03, 2025
Full time
CAREERS THAT CHANGE THE WORLD 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. 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 PEOPLE Cambridge Associates believes we do our best when you do your best. 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. But enough about us. 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 ? THE OPPORTUNITY The Global Client Solutions Associate supports the broad business development goals of the firm's advisory and discretionary service models. This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the firm's investment teams. The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance. It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development and the financial services field. RESPONSIBILITIES Work collaboratively with investment directors and other members of the business development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment directors. Field calls with prospective clients and qualify leads. Research prospects to better understand their needs and challenges, competition, appropriate service/pricing approach. Write custom letters, requests for proposals, and other prospect and client communications. Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients. Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions. Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates. QUALIFICATIONS BA/BS required. Sales, Business Development, proposal writing, or fundraising experience preferred in either the family office or institutional space. Strong written and oral communication skills (writing sample required). Excellent Word, PowerPoint, and Excel skills; experience creating business development/sales/marketing materials preferred. Experience with Microsoft Dynamics CRM or managing a CRM system preferred. Ability to work on multiple projects simultaneously and to prioritize responsibilities. Ability to work in a deadline-driven, team-oriented environment with a strong attention to detail. Strong project management and interpersonal skills and proven ability to effectively "manage up." Interest and basic understanding of financial services. Must be eligible to work without sponsorship or restriction in the UK. Please submit cover letter and resume for consideration. 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. Want to learn more? Click HERE to learn more about how Cambridge Associates lives our firm values every day. ( ) Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. ( ) Click HERE to learn more about our commitment to Corporate Social Responsibility . ( ) Employees of Cambridge Associates Ltd or an affiliated firm are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.
Firm Overview: Cambridge Associates is a leading global investment firm. We work with endowments & foundations, pension plans, and ultra-high net worth private clients to build, implement and manage bespoke investment portfolios that generate outperformance so that they can maximize their impact on the world. Our goal is to meet clients wherever they are in the investment process. We offer a variety of services to complement those needs, including acting as an outsourced investment office and non-discretionary portfolio management. Committed to independence since our founding more than 50 years ago, we are motivated only by what is best for our clients. Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment portfolio managers/advisors and an extensive research platform to support them. With more than 1,400 employees in eleven locations around the globe, we are constantly looking to discover new ways to add long-term value to our clients' portfolios. This extensive network helps us to identify and access the best investment opportunities around the globe. Our manager coverage across multiple asset classes ranging from traditional equity and fixed income to alternative investments such as hedge funds, private credit, private equity, venture capital and real assets affords us the privileged bird's eye view of investor portfolios and deepens our investment expertise and thought leadership. At Cambridge Associates, we believe that culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive and diverse. Here, we get the opportunity to work closely as a local team serving local clients while leveraging our global community. At CA, collaboration wins, kindness matters and we hold true to a culture that enables you to succeed. Position Overview As a member of the Legal Department, this position will support a broad range of activities and legal matters across the firm, including corporate finance, governance, employment, compensation, real estate, and capital matters. This lawyer will provide advice and guidance to all areas of the firm, including finance, human capital, operations, and Leadership. Job Responsibilities General corporate legal matters, including but not limited to: Preparation and review of board meeting materials, including agendas, minutes, and resolutions. Review, draft, and negotiate commercial lease agreements, amendments, and related documentation for company properties. Support Finance Department on corporate, accounting, banking, tax, and vendor matters. Support Leadership on company capital and equity matters. Support Human Capital Department on employment law matters, including employment documentation, employee relations and policy matters, and compliance with applicable regulations. Provide support for significant projects, strategic initiatives, and corporate transactions. Other legal matters, as they arise. Qualifications J.D. degree required. At least 5 years of experience required, with preference for a candidate with both top law firm and in-house experience. Licensed to practice in the US. Bar status in good standing. High levels of accuracy and attention to detail. Ability to take direction and work independently with minimum supervision. Strong interpersonal skills; the successful candidate demonstrates great collaboration skills, flexibility, initiative, and is an excellent team player. Excellent written and oral communication skills; ability to communicate and interact with peers and external contacts in an effective, tactful, and professional manner. General areas of law covered: employment, real estate contract, general corporate, transactional and finance/tax. Ability to organize and process multiple projects, documents, and legal matters simultaneously. Ability to produce high quality output in heavy volume environment. At least two references required. 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.
Feb 15, 2025
Full time
Firm Overview: Cambridge Associates is a leading global investment firm. We work with endowments & foundations, pension plans, and ultra-high net worth private clients to build, implement and manage bespoke investment portfolios that generate outperformance so that they can maximize their impact on the world. Our goal is to meet clients wherever they are in the investment process. We offer a variety of services to complement those needs, including acting as an outsourced investment office and non-discretionary portfolio management. Committed to independence since our founding more than 50 years ago, we are motivated only by what is best for our clients. Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment portfolio managers/advisors and an extensive research platform to support them. With more than 1,400 employees in eleven locations around the globe, we are constantly looking to discover new ways to add long-term value to our clients' portfolios. This extensive network helps us to identify and access the best investment opportunities around the globe. Our manager coverage across multiple asset classes ranging from traditional equity and fixed income to alternative investments such as hedge funds, private credit, private equity, venture capital and real assets affords us the privileged bird's eye view of investor portfolios and deepens our investment expertise and thought leadership. At Cambridge Associates, we believe that culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive and diverse. Here, we get the opportunity to work closely as a local team serving local clients while leveraging our global community. At CA, collaboration wins, kindness matters and we hold true to a culture that enables you to succeed. Position Overview As a member of the Legal Department, this position will support a broad range of activities and legal matters across the firm, including corporate finance, governance, employment, compensation, real estate, and capital matters. This lawyer will provide advice and guidance to all areas of the firm, including finance, human capital, operations, and Leadership. Job Responsibilities General corporate legal matters, including but not limited to: Preparation and review of board meeting materials, including agendas, minutes, and resolutions. Review, draft, and negotiate commercial lease agreements, amendments, and related documentation for company properties. Support Finance Department on corporate, accounting, banking, tax, and vendor matters. Support Leadership on company capital and equity matters. Support Human Capital Department on employment law matters, including employment documentation, employee relations and policy matters, and compliance with applicable regulations. Provide support for significant projects, strategic initiatives, and corporate transactions. Other legal matters, as they arise. Qualifications J.D. degree required. At least 5 years of experience required, with preference for a candidate with both top law firm and in-house experience. Licensed to practice in the US. Bar status in good standing. High levels of accuracy and attention to detail. Ability to take direction and work independently with minimum supervision. Strong interpersonal skills; the successful candidate demonstrates great collaboration skills, flexibility, initiative, and is an excellent team player. Excellent written and oral communication skills; ability to communicate and interact with peers and external contacts in an effective, tactful, and professional manner. General areas of law covered: employment, real estate contract, general corporate, transactional and finance/tax. Ability to organize and process multiple projects, documents, and legal matters simultaneously. Ability to produce high quality output in heavy volume environment. At least two references required. 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.