Jobs
>
San Francisco

    Associate, Portfolio Implementation Management - San Francisco, United States - Cambridge Associates LLC

    Cambridge Associates LLC
    Cambridge Associates LLC San Francisco, United States

    3 weeks ago

    Default job background
    Description

    THE OPPORTUNITY

    The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team's mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team's involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.

    RESPONSIBILITIES

    Portfolio Implementation Management (PIM) concentrates on four core areas:


    •Portfolio operations central point of contact for investment teams and other internal stakeholders


    •Act as Internal Advocate for the client for all portfolio operations tasks and inquiries


    •Problem resolution and additional support for client portfolios


    •Implementation of investment ideas to execute desired portfolio structure

    Portfolio Implementation Management's Key Objectives:


    •Provide superior client and investment team service


    •Seek opportunities to improve investment team efficiency and organization


    •Ensure accurate and timely client/investment team deliverables


    •Be innovative and solution-oriented


    •Promote clear and concise communication to all relevant parties


    •Critical thinking and management of competing deadlines

    The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:


    •Investigate and answer operationally driven client and investment team inquiries.


    •Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.


    •Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.


    •Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)


    •Develop and maintain custom portfolio structure exhibits for investment team and client use.

    QUALIFICATIONS


    •BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.


    •The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.


    •Superior and demonstrated problem-solving, analytical, and organizational skills.


    •Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.


    •Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.


    •Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus

    The budgeted range for this role is $82,- $, depending on experience

  • Rippling

    Manager, Implementation

    3 weeks ago

    Rippling San Francisco, United States

    About Rippling Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate eve ...

  • Ganymede

    Implementation Manager

    3 days ago

    Ganymede San Francisco, United States

    Job Description · Job DescriptionGanymede is building AWS for the sciences, with a mission of improving the world through better automation outcomes. We believe that the highest leverage approach to speed up science is through better software and data connectivity. · As an Implem ...

  • Informed K12

    Implementation Manager

    2 days ago

    Informed K12 San Francisco, United States

    **Please note: This position is remote, but candidates MUST be based in California. Please only apply if you are based in California** · Who we are · At Informed K12, we're on a mission to help school district administrators operate efficiently and gain insight into their most c ...

  • Memora Health

    Implementations Manager

    6 days ago

    Memora Health San Francisco, United States

    [Full Time] Implementations Manager at Memora Health (United States) | BEAMSTART Jobs · Implementations Manager · Memora Health United States · Date Posted · 31 Oct, 2022 · Work Location · San Francisco, United States · Salary Offered · Not Specified · Job Type · Full Time · Ex ...

  • Aspire

    Implementation Manager

    3 weeks ago

    Aspire San Francisco, United States

    Job Description · Job DescriptionAbout AspireAspire is a leading provider of influencer marketing software and services for social commerce at scale. Since 2014, Aspire has helped brands build and manage relationships with millions of influencers, inspiring marketers to think big ...

  • Persona

    Implementation Manager

    3 days ago

    Persona San Francisco, United States

    At Persona, we're building the first universal and comprehensive identity infrastructure to help businesses of all sizes better serve and protect their end users' identities. Our identity platform enables businesses to collect and manage their end users' personal information secu ...

  • Tangible Materials, Inc.

    Implementation Manager

    4 days ago

    Tangible Materials, Inc. San Francisco, United States

    Implementation Manager · We are excited to be seeking an Implementation Manager to contribute to the development of a platform that will increase the use of low-carbon, sustainable building products in commercial real estate projects globally. · ABOUT TANGIBLE · What if it wer ...

  • Tangible Materials, Inc.

    Implementation Manager

    3 weeks ago

    Tangible Materials, Inc. San Francisco, United States

    Job Description · Job DescriptionImplementation Manager · We are excited to be seeking an Implementation Manager to contribute to the development of a platform that will increase the use of low-carbon, sustainable building products in commercial real estate projects globally. · ...

  • Persona

    Implementation Manager

    3 weeks ago

    Persona San Francisco, United States Full time

    At Persona, we're building the first universal and comprehensive identity infrastructure to help businesses of all sizes better serve and protect their end users' identities. Our identity platform enables businesses to collect and manage their end users' personal information secu ...

  • Writer

    Implementation manager

    1 month ago

    Writer San Francisco, United States Full time

    About Writer · AI your people will love. That's our vision, and it contains multitudes :-) · AI · your people · will love. · We're filling a big need for generative AI built ground-up for the needs of enterprises and embraced by their teams. As generative AI became a board-level ...

  • Early Warning Services, LLC

    Presales & Implementation Manager - Paze

    1 week ago

    Early Warning Services, LLC San Francisco, United States

    At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze?, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and pro ...

  • Sephora

    Senior SAP Implementation Manager

    6 days ago

    Sephora San Francisco, United States

    Job ID: · 249232Location Name: · CA-FSC SF Off (0174)Address: · 350 Mission St, 20th Floor, San Francisco, CA 94105, United States (US)Job Type: · Full TimePosition Type: · RegularJob Function: · Information TechnologyRemote Eligible: Hybrid Schedule · Company Overview: · ...

  • Recology

    Systems Implementation Project Manager

    1 week ago

    Recology San Francisco, United States

    GROW WITH US · As the largest 100% employee-owned company in the resource recovery industry, Recology has a unique workplace culture that guides how we support employees, interact with our customers, service our communities, and care for our environment. · We are a team of truste ...

  • Recology

    Systems Implementation Project Manager

    1 week ago

    Recology San Francisco, United States

    GROW WITH US · As the largest 100% employee-owned company in the resource recovery industry, Recology has a unique workplace culture that guides how we support employees, interact with our customers, service our communities, and care for our environment. · We are a team of trus ...

  • The Heritage Group

    EHS Implementation Manager

    1 week ago

    The Heritage Group West Valley City, United States

    Job Summary: · The newly created position, Safety and Health Professional for Asphalt Materials, Inc. will be · responsible for leading the AMI EHS Implementation of processes including launch and support of a Safety Management System and other key aspects. The role will report ...

  • Saxon Global

    Senior Program Manager, SAP S4HANA Implementation

    2 weeks ago

    Saxon Global San Francisco, United States

    SAP S/4HANA Implementation Program Manager · Location: Hybrid remote/onsite - 1 day a week in San Francisco · Apex Systems is working with a multinational retail client to find an SAP S/4HANA Implementation Program Manager. · As Technical Program Manager, you will lead the Nor ...

  • BlueVoyant

    Senior Implementation Project Manager

    1 week ago

    BlueVoyant San Francisco, United States

    Senior Implementation Project Manager · Location: Remote - East Coast United States · The · Senior Implementation Project Manager · leads the planning and implementation of large and complex security infrastructure projects. This role demands extensive experience in project ma ...

  • Checkr

    Customer Success Implementation Manager

    2 weeks ago

    Checkr San Francisco, United States

    About CheckrCheckr builds people infrastructure for the future of work. And we believe everyone should have a fair chance to work. That's why we've designed a faster-and fairer-way to screen job seekers. Established in 2014 and valued at $5B, Checkr puts modern technology powered ...

  • Evolutyz Corp

    implementation manager

    2 days ago

    Evolutyz Corp Palo Alto, United States

    ROLE: IMPLEMENTATION MANAGER (TI+) · Location: New York City, New York, United States · Industry: Financial Services - Investment Banking · Salary: USD $130,000 to $140,000 - no benefits · Full-time - REMOTE · CANDIDATE DETAILS · 10+ to 15 years' experience · TI + Certific ...

  • The Goldman Sachs Group, Inc.

    Wealth Management-Salt Lake City-Analyst-Client Implementation

    4 days ago

    The Goldman Sachs Group, Inc. West Valley City, United States

    YOUR IMPACT Are you looking to apply your analytical skills while deepening your understanding of the Private Wealth Management (PWM) business? Our CIP QA Team is seeking a professional who is looking to help safeguard the firm by completing detailed Quality Assurance, Management ...