Analyst, Global Client Solutions
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 www.cambridgeassociates.com.
Job Description Summary:
The Analyst, Business Development will play a key role in supporting the firm's growth by focusing on
lead generation and prospective client engagement. This position is responsible for researching new
business opportunities, maintaining accurate and up-to-date records in Dynamics (CRM), and providing
operational and content support to Business Development colleagues. The Analyst will help ensure the
business development team is equipped with the insights, data, and materials needed to effectively
pursue and convert new leads.
Job Description:
Key Responsibilities
- Lead Research & Prospect Identification
• Conduct in-depth research on prospective clients, including organizations, decision-makers, and
industry trends.
• Identify and qualify new leads using a variety of sources (databases, news, industry reports,
referrals, etc.).
• Prepare detailed profiles and briefing materials on high-potential prospects for the Business
Development team.
- CRM (Dynamics) Data Management
• Maintain and update lead and prospect information in Dynamics, ensuring data integrity and
completeness.
• Track all business development activities, interactions, and outcomes related to new business
pursuits.
• Generate and distribute regular reports and dashboards on lead pipeline, activity metrics, and
conversion rates.
- Business Development Support
• Assist Business Development colleagues in the pursuit of new leads by preparing tailored
materials, presentations, and outreach content.
• Coordinate the dissemination of thought leadership, marketing collateral, and firm updates to
prospective clients.
• Support the organization and execution of business development campaigns, events, and
webinars targeting new prospects.
- Content & Communication Support
• Draft and proofread prospect communications, including introductory emails, follow-ups, and
meeting summaries.
• Ensure all client-facing materials are accurate, professional, and aligned with firm branding and
messaging.
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• Collaborate with Marketing and Communications teams to leverage content in support of lead
generation efforts.
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Administrative & Project Support
• Assist with scheduling, logistics, and documentation for prospect meetings and business
development activities.
• Support ad hoc projects and initiatives to enhance the effectiveness of the business
development function.
Qualifications
• Bachelor's degree in Business, Finance, Marketing, or a related field.
• 1-2 years of relevant experience (internships or entry-level roles in business development, sales
support, financial services, or consulting preferred).
• Experience with CRM systems (preferably Microsoft Dynamics) and strong data management
skills.
• Excellent research, analytical, and organizational abilities.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a dynamic, fast-paced environment.
• High attention to detail and commitment to data accuracy.
Personal Attributes
• Proactive, resourceful, and results-oriented.
• Collaborative team player with a client-service mindset.
• Discreet and professional in handling sensitive information.
• Eager to learn and contribute to a high-performing business development team.
Base salary range for this role:
Pay Range Minimum:
63700
Pay Range Maximum:
82800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
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.
