Investment Analyst (m/w/d) München 2024

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.  

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

• 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?
• Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
• Do you strive to work in an environment that encourages innovation and teamwork?
• Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
• Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundation in finance and investment, and build a long-term career development plan?
• Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
• Do you excel at: problem-solving, planning & organizing and have great attention to detail?

The opportunity

You will join an entrepreneurial environment and work as part of a team focused on further growing our investment activities for Continental European clients. The position provides the opportunity to support an ambitious local growth agenda within a global investment firm i.e. combining the benefits and reach of a large international firm with local start-up challenges. You will directly work with the leadership team of our German office as well as colleagues in London and other Cambridge Associates offices. 

The role will require flexibility and a focus on getting things done as it will combine investment analysis and research with marketing and business development. You will work with clients across our client groups to provide investment and capital markets research, analysis, and advice to endowments & foundations, pension funds, or family offices. You will work with multiple clients and handle several projects at once. While all our colleagues are responsible for arranging their priorities in order to meet deadlines, there is a strong tradition of teamwork and cooperation among the practice groups to manage tasks & assignments. Although the position involves quantitative assessment, there is also a strong qualitative component in evaluating investment opportunities and formulating recommendations to clients.

In addition to client work, you will have the opportunity to get involved in business development & marketing as well as capital markets and fund manager research. Right from the start you will have direct exposure to and an opportunity to work with and learn from some of the firm’s most experienced managing directors in research and investments. We will provide you with a mentoring and training scheme and support studies towards further qualifications such as CFA or CAIA.

Responsibilities

• Support the development of investment strategy and asset allocation recommendations for clients taking into account the opportunities and risks of the current capital market environment
• Evaluate and assess investment fund managers’ portfolios and performance. Contribute to quarterly client investment reports
• Interfacing with clients and responding to requests
• Preparing capital markets exhibits and other client presentation materials
• Participate in fund manager meetings and help in conducting the assessment processes (i.e. writing summaries of meetings for internal distribution)
• Help to gather and assess research on target markets, prospective clients and industry trends
• Update and maintain prospect and client relationship management systems, producing reports when required
• Help to do pro-active assessment on potential markets and clients, prepare prospect outreach and help to compose client questionnaires (RFPs) and pitch materials

Qualifications

• Bachelor’s or Master’s degree (economics or business degree preferred) with a record of high academic achievement
• Fluency in English and German (written and spoken) is required.
• Interest in investments, capital markets and alternative assets (e.g. private equity)
• Strong problem-solving, multi-tasking, writing and communication skills
• Ability and willingness to engage in conversation with clients, fund managers and select references for these
• Demonstrated ability to work reliably with little oversight and collaborate as part of a team under tight deadlines.
• Solid MS office skills (in particular PowerPoint, Excel and Word)

We offer

• Comprehensive training program with potential London and/or Boston training stages
• Structured mentorship program, which pairs Investment Analysts and Associates with experienced Investment Directors
• Access and ability to attend meetings with clients and top-tier investment fund managers
• Comprehensive insights into the world of portfolio construction, primarily alternative assets (private equity funds, infrastructure funds, private debt funds, real estate funds or venture capital funds)
• Possibility to learn understanding and assessing different types of alternative asset funds (private equity, infrastructure, private debt, venture capital, real estate as well as hedge funds)
• Opportunities to take on responsibilities from an early stage in your career and work closely with other members of your team across ranks
• Work in a truly global firm across teams from different international offices on a daily basis
• Support and full sponsorship for professional qualifications such as CFA, CAIA, etc.

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.