Cambridge Associates (康桥汇世) 20

Job Vacancy – Beijing Investment Analyst

Firm Overview:

Cambridge Associates was formed in 1973 to provide investment services to a group of major university endowments in the United States. The firm grew out of a project undertaken for Harvard University by our two founders, James Bailey and Hunter Lewis, both undergraduate students at the time, who were asked to conduct a comprehensive review of Harvard’s approach to the investment of its endowment. Upon completion of the project, Jim and Hunter were hired by 11 other major university endowments to provide asset class research and recommendations based on their initial findings. We are proud to say that today, more than 40 years later, these 12 institutions continue to be clients of the firm.

Today, we provide investment management, financial planning and proprietary capital markets research to over 1,000 clients across 4 continents and 36 countries, including colleges and universities endowments, foundations, medical institutions, museums, other endowed nonprofit institutions, families, pension funds, insurance companies, and sovereign wealth funds. The firm advises on assets in all asset categories, including equities, bonds, non-US investments, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. In China, we work with some of the country’s largest and most sophisticated investors and have been continuing to grow our client base here. 

Cambridge Associates has a staff of more than 1,300 professionals, including 200 Investment Directors and 150 Investment Associates in our Global Investment Services department, based in nine offices located in Arlington, Beijing, Boston, Dallas, London, Menlo Park, San Francisco, Singapore and Sydney. We select our employees with great attention to realize their potential in becoming valuable members of a collegial, intelligent and hard-working team. Due to continued growth, we are currently seeking to add a full-time Investment Analyst in our Beijing office. We are currently recruiting for individuals who are either recent graduates or with up to 2 years of work experience.

Investment Analyst:

Investment Analysts (IAs) work closely with members of the investment staff in providing investment and capital markets research, analysis, and advice to our clients.  Responsibilities include gathering and analyzing historical asset allocation, spending, and performance data; evaluating financial histories; analyzing investment managers’ portfolios; preparing exhibits and other presentation documentation; and answering client questions and requests. IAs often attend client and investment manager meetings.

Each IA is responsible for a number of different clients and handles several projects at once.  Every IA is responsible for arranging his or her schedule and priorities in order to meet deadlines; however, there is a strong tradition of teamwork and cooperation among members of the investment associate staff to help manage the workload.  Although the position involves quantitative analysis, there is also a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. 

In order to better understand the IA position, the following list provides examples of the type of activities undertaken by an IA on a daily basis. Obviously, this is not an exhaustive list and as an IA progresses up the learning curve, more opportunities and detailed projects will present themselves:

 

•    Conduct quantitative and qualitative analyses within client teams to develop recommendations for institutional portfolios;

•    Analyze and graphically illustrate the effects of investment returns, spending, and inflation on the value of an endowment;

•    Use quantitative models to examine the risk-return relationship of various asset classes;

•    Meet with investment directors to outline the analyses and presentation materials required for upcoming clients’ investment committee meetings;

•    Analyze portfolio managers’ equity, fixed income, hedge or private equity portfolios; prepare written summaries of investments results; evaluate investment managers qualitatively and quantitatively and analyze their function within client portfolios;

•    Gather exhibits for use in the final meeting materials by using several in-house databases; coordinate the creation of these meeting materials with the investment, administrative and production staff;

•    Interact with clients and investment managers to complete requests; attend investment manager presentations or local client meetings;

•    Assist peers with projects when workload permits and attend IA team meetings to discuss operational issues.

Given the stage of development of our Beijing office, the scope of work for an IA here may be broader than the typical IA role in our other offices as described above, and potentially an expedited career development. Other activities an IA may perform here include conducting desktop research for business development efforts, preparing presentation materials for marketing meetings and attending these meetings if appropriate, participating in investment manager meetings or due diligence projects and producing written reports afterwards, and so on.  Flexibility with regards to daily activities is an important consideration.

Why Choose Cambridge Associates?

Cambridge Associates will provide you with immediate exposure to unmatched coverage of the investment world, as well as a chance to work alongside knowledgeable finance professionals with diverse investment backgrounds. The firm’s global resources will give you unrivalled exposure to the capital markets, savvy investment directors, some of the most prestigious investment managers in and outside China, and many of the world’s most sophisticated institutional and high net worth investors.

 

A distinctive quality of the Cambridge Associates working environment is the dedication of its investment professionals to acting as a resource for their colleagues, and in turn increasing the knowledge base of the entire firm. We offer an environment where our employees can thrive in a non-hierarchical structure. Moreover, we are a truly global firm with all of our global offices well-integrated into each other, which often results in opportunities for IAs to work on cross-office teams and projects and therefore gain global perspectives and exposure.

 

At the Beijing office, IAs sit ten feet away from the Investment Directors and constantly benefit from their expertise in various asset classes and from their mentorship that helps IAs grow as professionals. Opportunities to interact with international offices are also abundant either through client projects or through IA self-organized teams. Since the Beijing office is younger than the firm’s other offices, IAs may take a leadership role on various fronts under the guidance of Investment Directors.

Requirements:

 

•    Bachelor's or Master’s degree (any major) with a record of high academic achievement from a reputable university in China or overseas

•    Broad knowledge base in finance and a passion for investments

•    An ability to work independently and as part of a team

•    Solid quantitative skills

•    Strong writing, communication, organizational, and time management skills are essential

•    Proficient in Microsoft Word, Excel, and PowerPoint

•    Excellent oral and written English communication skills

•    Must be based in China and eligible to work in China without sponsorship

Please include a cover letter for consideration.

Please apply directly to:   *****

Cambridge Associates is an equal opportunity employer.  Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience.

Cambridge Associates（康桥汇世）公司简介：

Cambridge Associates 成立于 1973 年，最初目的是为美国当时最为重要的几所大学捐赠基金提供投资研究与咨询服务。公司的成立源于两位创始人（当时还是大学本科生的詹姆斯•贝利和亨特•刘易斯）为哈佛大学捐赠基金进行的全面投资评估工作。在完成这个项目之后，詹姆斯和亨特受雇于其他 11 家大型大学捐赠基金，根据之前进行的研究为他们提供资产类别研究及建议。值得骄傲的是，在四十多年后的今天，以上十二所大学仍然是我们的客户。

 

如今我们为遍布全球四个大洲、三十六个国家的一千多家客户提供投资管理、财务规划及资本市场自主研究服务，其中包括大学捐赠基金、基金会、医疗机构、博物馆、其他受捐赠非盈利机构、私人家族、养老基金、各类保险公司以及主权财富基金等。公司为投资多种类别的资产提供建议，包括股票、债券、非美国境内投资、房地产、风险投资、对冲基金、杠杆并购基金、原油及天然气合伙制基金，及多种其他类型投资。在中国，我们的客户包括国内多家大型顶尖投资机构并持续增长。

Cambridge Associates 现有 1,300 余名员工，其中全球投资服务 (GIS) 团队包含约 200 名投资总监及 150 名投资经理。投资团队分布于公司阿灵顿、北京、波士顿、达拉斯、伦敦、门罗帕克、旧金山、新加坡及悉尼九个办公室，与客户密切互动并为其提供服务。选择员工时我们极为注重发掘他们的潜力，使之成为这个平等、智慧、勤奋的团队中珍贵的一员。出于业务增长需求， Cambridge Associates 北京办公室现正招募全职 Investment Analyst （投资分析师）职位，招募对象为应届毕业生或有一至两年工作经验的在职人员。

Investment Analyst（投资分析师）职位介绍：

 

Investment Analyst （投资分析师）与投资部门其他同事紧密合作，为客户提供投资及资本市场研究、分析及建议，负责收集并分析资产配置历史情况、投入及业绩数据；评估财务历史；分析投资管理人投资组合；制作图表及演示文稿；以及解答客户问题与要求。投资分析师也会常常参与客户与投资管理人会议。

每位投资分析师一般同时负责多名客户并同时处理多个项目。投资分析师必须合理安排自身时间及工作重点以按时完成任务。然而我们的投资分析师团队历来注重相互合作，必要时会帮助彼此分担工作量。本职位涉及众多定量分析工作，但由于投资分析师在工作中常需要描述市场状况并向客户作出书面投资建议，又包含大量定性工作内容。

为了您更详细了解投资分析师职位，以下列举了其日常工作内容。这些显然不能涵盖他们的所有工作，并且随着个人经验的不断提升，投资分析师会接触更多更具体的工作项目：

 

·         为客户团队进行定量和定性分析，提出机构投资组合建议；

 

·         分析投资回报、支出及通胀对某一捐赠基金净值的影响，并做图解释；

 

·         运用定量模型研究各种类别基金的风险 - 回报关系；

 

·         同投资总监进行会议讨论客户投资委员会会议中所需的分析纲要及演示材料；

 

·         分析组合投资管理人的股票、固定收益、对冲或私募股权投资项目；撰写投资成果书面总结；定量及定性评估投资经管人并分析他们在客户资产投资组合中的作用；

 

·         通过各种内部数据库搜集最终会议所需图表；协调投资、行政、印刷人员制作会议资料；

 

·         解决客户及投资管理人所提要求；参加投资管理人报告会或当地客户会议；

 

·         工作量允许的情况下帮助其他投资分析师分担工作并参加咨询员小组会议，讨论工作事宜。

 

鉴于北京办公室正处于快速发展阶段，投资分析师的工作范围可能较上文所述之一般投资分析师的工作内容更宽泛，且职业上升空间潜力巨大。其它可能涉及的工作包括出于业务拓展目的而进行的调研、为营销会议准备演示材料并在需要时参加会议、参与投资管理人会议或尽职调查项目并撰写书面报告等。能够灵活处理每日工作是我们选择员工的一项重要标准。

 

为何选择Cambridge Associates：

在 Cambridge Associates 你将有机会密切关注全球主要金融市场的动向、用全球化的思维来解读市场走势、在工作中了解金融行业的国际最佳实践操作，同时能够与有着海外出色学术背景以及丰富工作经验的金融领域专业人士并肩工作。借助公司的全球资源平台，你将有机会深入了解全球资本市场、与精明强干的投资总监一同为客户排忧解难、结识中外久负盛名的投资经理人、并为全球最为显赫的机构与高净值投资人提供服务。

Cambridge Associates 工作环境最为独特的一点在于所有的投资团队成员都致力于为公司同事提供最大程度的帮助，这样也就进一步加强了公司的整体竞争力与覆盖能力。我们致力于为员工提供平等的工作环境，也希望员工能够在这样的环境下快速成长。不仅如此，我们还是一家真正的全球化公司，全球各地的办公室作为一个整体协调工作，这也给投资分析师带来了许多在跨国项目与跨国团队工作的机会，帮助投资分析师获得国际化的工作经验与全球化的视野。

在北京办公室，投资分析师在日常工作中与投资总监进行密切互动，这有助于投资分析师能够更快地积累各资产类别的专业知识，迅速成长为训练有素的专业人士。鉴于北京办公室独特的快速发展阶段，投资分析师也会拥有更多的与海外同事协同工作的机会；同时，投资分析师也会在总监的指导下拥有更多的发挥空间与领导力实践机会。

职位要求：

 

·         国内外知名院校毕业（专业不限），在校期间成绩优异

·         金融领域知识广泛并对投资行业有强烈兴趣

·         既能够独立完成工作，又能够与团队成员密切合作

·         定量分析能力强

·         必须具备极强的写作、交流、组织、时间管理能力

·         熟练运用 Word 、 Excel 、 PowerPoint 等 Microsoft Office 软件

·         英语口语、书写能力出色

·         工作地点为北京

 

 

 

应聘者请发送中英文简历、英文求职信、成绩单（如有）至 ***** 。请以“毕业院校-姓名，专业，应聘职位”作为邮件名称。想要了解关于Cambridge Associates的更多信息，请登陆公司主页 www.cambridgeassociates.com 。