Investment Analyst, Business Risk Management Blog Post

Investment Analyst, Business Risk Management

December 27, 2024

Type of Role : Investments

Experience Level : Analyst / Associate

Cambridge Associates has $389 billion in assets under advisement, of which roughly $30 billion is managed for clients on a discretionary basis. Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Details below.

THE OPPORTUNITY

The Business Risk Management (BRM) group is part of the Global Investment Research team. The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers.

BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions. Its primary mandate is to mitigate the risk of financial loss and / or reputational damages resulting from business or operational related issues.

Job Responsibilities

• Support the BRM team with initial and ongoing operational due diligence on investment managers across all asset classes (including hedge funds, credit, real assets, private equity, and venture capital).
• Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO, etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks.
• Provide support in the review of external service providers including fund administrators, law firms, auditors, compliance consultants, and prime brokers.
• Review and monitor audited financial statements and ongoing operational and risk-related developments at investment manager firms.
• Maintain a database of fund operational and vendor data for strategy and peer group analyses.
• Coordinate special projects and interact with operational due diligence analysts, investment research professionals, and investment directors.

Qualifications

All applicants should submit a copy of their resume.

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