Investment Analyst - Real Assets

Cambridge Associates; London; On-site; GBP 40,000 - 80,000

Job description

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, 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

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

1. 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?
2. Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
3. Do you strive to work in an environment that encourages innovation and teamwork?
4. Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
5. 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?
6. Are you seeking a competitive salary, a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

THE OPPORTUNITY

The Real Assets Investment Group (RAIG) provides clients with investment management services across the full spectrum of public and private real assets investments, including real estate, infrastructure, and natural resources. Led by senior professionals with significant financial industry and real assets market experience, this global 20-person team is responsible for evaluating real assets markets, identifying investment opportunities, and managing client portfolios. We advise our clients on making debt and equity investments into real assets via public and private investment vehicles, co-investments, secondaries, and separate accounts. This includes on a discretionary and non-discretionary basis.

This role focuses on three primary responsibilities. The main focus is 1) researching and underwriting real assets investment managers, co-investments, and secondaries, with additional responsibilities focused on 2) partnering with the RAIG senior team members in building real assets investment portfolios for clients; and 3) supporting Real Assets Investment Group business development efforts.

RESPONSIBILITIES

• Work with Investment Directors to complete in-depth written due diligence on current private and public real asset investment opportunities. Responsibilities include: attendance of manager meetings, due diligence planning, travel to on-site meetings, reference calls with portfolio company CEOs and senior level professionals, evaluation of teams, strategy, and performance, including quantitative analysis of underlying portfolio investments, analysis of relevant positives and issues, and review of legal terms.
• Participate in the manager assessment process, including meetings with investment managers and writing summaries of each meeting for distribution within the firm.
• Support underwriting of co-investment and secondary opportunities.
• Monitor market trends related to fundraising and investment activity and contribute to periodic market updates that are accessed by investment staff and clients.
• Serve as a resource to colleagues seeking current information on private and public real asset investment opportunities, including data and analysis, comparison to other fund managers or transactions, and the opinion of the RAIG team.
• Partner with Real Assets Investment Directors to provide investment and capital markets research, analysis, and advice to our clients.
• Support ongoing client efforts including, analyzing clients’ portfolios, responding to clients’ questions and requests, gathering and analyzing historical asset allocation, spending, and performance data, running portfolio models, and preparing exhibits and other presentation documentation.
• Prepare materials for real assets marketing meetings in partnership with Global Business Development.

QUALIFICATIONS

• Bachelor’s degree (any major) with a record of achievement.
• Strong interest in investments, particularly real assets.
• Demonstrated facility for written communication and strong business writing skills.
• Ability and willingness to engage in conversation with clients, managers, and references.
• Strong project management, analytical, and quantitative skills.
• Familiarity with Microsoft Office suite and strong Excel and PowerPoint skills.
• Ability to work both independently and in a team under tight deadlines.
• Willingness and ability to travel occasionally.

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.

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.