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Senior Business Development Associate

Company: Cambridge Associates LLC
Location: Boston
Posted on: June 12, 2021

Job Description:

Firm Overview:

Cambridge Associates is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, pensioners' obligations, or personal endeavors. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research platform. Committed to independence since our founding more than 40 years ago, we are motivated only by what is best for our clients.

Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment advisors and an extensive research platform to support them. With more than 1,200 employees in nine locations around the globe, we are constantly looking to discover new ideas for our clients' portfolios. This extensive network helps us to identify and access the best global investment opportunities all over the world.

Position Overview:

The Senior Associate will be a key member of global business development working with various investment practices at Cambridge Associates. This position requires collaboration with members of the global business development team and investment directors, as well as process management and coordination with key internal partners, such as legal, compliance, accounting and finance. This position requires significant proposal writing skill and interpersonal skills to interface with investment teams and senior management of the firm as well as with prospective and existing clients.

Job Responsibilities:

  • Field calls with prospective clients and qualify leads
  • Research prospect background to better understand prospect needs and challenges, competition, appropriate service/pricing approach
  • Work collaboratively with investment directors and other members of the business development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment directors
  • Work with investment teams to develop an approach to winning specific new business opportunities
  • Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients, leveraging content library and preparing custom exhibits and slides
  • Write custom proposals, letters, and other prospect and client communications
  • Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions
  • Host prospective clients in office and attend meetings where appropriate
  • Assist in managing the Endowment and Foundation development pipeline, specifically covering the Mid-Atlantic and Southeast regions, as well as the US healthcare BD pipeline
  • Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates
  • Participate in strategic/long-term efforts related to the private client business


  • 2-5 years of relevant business development experience
  • Experience with Powerpoint, specifically compiling BD/marketing presentations
  • Ability to think critically and analytically
  • Exposure to the financial sector, specifically investments and/or a high desire to learn and grow in this space
  • Strong interpersonal and organizational skills, which includes the ability to be a team and partner effectively with others in a team-oriented environment

All applications must include a cover letter for consideration.

Keywords: Cambridge Associates LLC, Boston , Senior Business Development Associate, Other , Boston, Massachusetts

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