CAREERS THAT 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, andyour success is our priority. oWe foster aninclusiveanddiverseenvironment that enablesall individualsto engage andbring 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 canchange the world. OUR PEOPLE Cambridge Associatesbelieves 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 builda community that is stronger together. But enough about us.Tell us about YOU oAre you abold individualseeking an opportunity to contribute to avalue-based, collaborative environmentin some of the most exciting cities around the globe? oAre you eager to work for an organization committed todiversity, inclusion, sustainability, and Corporate Social Responsibility? oDo you strive to work in an environment that encouragesinnovation and teamwork? oAre you athought leaderwho cares aboutmaking a difference in the worldwhile contributing to anamazing culture? oDo you value achallenging professional opportunitywhere you canleverage your skills, gain avaluable foundational in finance and investment, and build along-term career development plan? oAre you seeking acompetitive salaryarobust and comprehensive benefits program, and a variety ofattractive benefits and perks? THE OPPORTUNITY The role sits within our Client Implementations & Transitions team, which in turn forms part of our wider Global Portfolio Services group. The successful candidate will report to the manager of the Client Implementations & Transitions team. The successful candidate will primarily be responsible for the oversight and project management of; client onboarding, service change and offboarding events, for our US client base. Throughout the course of such change events, the successful candidate will work with an array of internal (E.g., Business Development, Investment Directors, Operations, Legal, Compliance, etc.)) and external (E.g., Client, Family Offices or Advisors, Custodians/Banks, third-party providers, etc.) stakeholders, at all levels of seniority. In addition to their daily responsibilities, the successful candidate will be required to contribute to the continuous improvement of our client implementation and change framework, with a view to further refine process and ultimately, enhance our client experience. RESPONSIBILITIES Project management and coordination of; client onboarding, service change and offboarding events, for our US client base. Creation, maintenance and regular distribution of project plans to ensure both internal and external stakeholders are kept informed of; project status, outstanding actions and notable risks or concerns. Chair regular meetings for internal and external stakeholders. Distribute meeting agendas and minutes, as standard. Ensure notable risks are escalated to senior leaders within our Operations and Global Portfolio Services groups. Act a point of escalation for project stakeholders and assist with query resolution and risk mitigation to ensure that 'implementation barriers' are removed promptly. ·Provide timely, high-quality responses to project inquiries. Ensure that project milestones, SLAs and KPIs are achieved. Document evidence of completed project tasks to satisfy our 'System and Organization Controls' (SOC 1) obligations. Additionally, respond to internal and external audit requests, as required. Ensure 'Day 2' tasks are documented and handed over to an appropriate individual/group. Conduct post-onboarding review and lessons learned. Develop and maintain processes, policies and procedures. Contribute to the continuous improvement of the client implementation and change framework. SKILLS, KNOWLEDGE AND EXPERIENCE Bachelor's degree (preferably in a relevant field). Experience leading client onboarding and change events from the buy-side (I.e., Investment managers, Hedge Funds, etc.) is essential. Demonstrable operational expertise (in particular, knowledge of the investment management industry, back and middle office workflows and supporting services providers) and proven track record with implementing complex operating models. Knowledge of alternative asset classes, in particular; Private equity, Hedge Funds, Real and Credit would be advantageous. A high-level understanding of the US regulatory landscapes would be advantageous. Excellent project management and leadership skills. Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks. Excellent analytical skills and attention to detail. Able to effectively manage and escalate project risk. ·Exceptional communication skills, both verbal and written. Must be confident communicating with, and presenting to, stakeholders at all levels of seniority. ·Ability to build and maintain strong relationships with clients and stakeholders. ·Ability to multi-task and manage time is critical. The individual will be tasked with overseeing multiple change projects simultaneously. ·Ability to work independently and to tight deadlines. A proven track record of identifying and implementing process improvements. ·Able to work collaboratively with others – both as a project lead and as a contributor (to ad-hoc strategic initiatives). Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools. Please submit cover letter and resume for consideration Want to learn more? ClickHEREto learn more about how Cambridge Associateslives our firm valuesevery day. (https://www.cambridgeassociates.com/about-us/firm-values/) ClickHEREto learn more about Cambridge Associatesinvests in diversity and inclusion.(https://www.cambridgeassociates.com/about-us/diversity-inclusion/) ClickHEREto learn more about our commitment toCorporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
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