Investment Analyst
Core
Provide portfolio management services, research-driven recommendations, and custom portfolio construction for endowments, foundations, pension plans, and private clients across Asia.
Role type
Investment Analyst (Portfolio Management & Advisory)
Builds
Custom investment portfolios and manager selection strategies for diverse client mandates
Domain
Global Asset Management / Investment Consulting
Required skills
quantitative analysis, asset allocation modeling, risk monitoring, performance attribution, investment manager evaluation, pitch deck creation, RFP response, database management, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Preferred skills
Cantonese fluency, Mandarin fluency, alternative investment knowledge (hedge funds, PE, VC, private credit) (via careerplan.io/jobs/JR0000271-1-investment-analyst-at-cambridgeassociates)
Responsibilities
Develop and review asset allocation and investment strategies for client portfolios; Evaluate and select investment managers across asset classes; Prepare portfolio review materials and investment recommendations for client committees; Conduct quantitative analysis for risk monitoring and performance attribution; Support business development by responding to RFPs and preparing pitch materials
Seniority
Junior, 0-2 years experience