Associate – Private Client
About the job
- A bachelor's degree is required.
- The candidate must have 2–4 years of relevant experience in business development support, client service, proposals, request for proposal coordination, consulting, financial services, wealth management, or a related field.
- The candidate must have strong project management and organizational skills with close attention to detail.
- The candidate must have excellent written and verbal communication skills.
- The candidate must be able to manage multiple deadlines and coordinate across a range of stakeholders in a fast-paced environment.
- The candidate must demonstrate strong professionalism, judgment, and client-service orientation.
- The candidate must take a collaborative approach and work effectively across teams.
- The candidate must have an interest in investments, private clients, and business development within a professional services environment.
- Support business development efforts for the Private Client Practice through coordination, execution, and follow-through across new business opportunities.
- Facilitate the request for proposal process by managing timelines, coordinating inputs, tracking deliverables, and helping ensure high-quality submissions.
- Assist in preparing proposals, pitch materials, prospect meeting documents, and related business development content.
- Coordinate with Client Directors, investment professionals, and other internal stakeholders to gather and organize materials for prospect meetings and presentations.
- Maintain quality control across business development materials to ensure consistency, accuracy, and alignment with firm messaging.
- Track prospect activity, pipeline updates, and next steps in relevant internal systems.
- Support follow-up activities after prospect meetings, including coordination of materials, action items, and internal debriefs.
- Contribute to efficient and well-organized business development processes across the practice.
- Manage deadlines and workflow for proposal and request for proposal responses across multiple concurrent opportunities.
- Draft and assemble core components of proposals and presentation materials with senior team members and subject matter experts.
- Coordinate review and approval processes for external-facing materials.
- Maintain organized files, templates, and supporting content for reuse across proposals and pitches.
- Tailor materials to prospect needs, meeting objectives, and audience context.
- Support selected day-to-day activities for private client relationships.
- Coordinate meeting logistics, follow-up items, and internal communication related to client activity.
- Participate in client meetings and document takeaways and next steps.
- Assist in preparing materials for client meetings and ongoing relationship needs.
- Ensure timely follow-through on client requests in coordination with internal teams.
- Work across Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
- Maintain accurate records in customer relationship management and other internal systems related to prospects, proposals, and client activity.
- Manage competing priorities and deadlines across multiple workstreams.
- Support special projects and other ad hoc initiatives as needed.
- Experience supporting proposals, pitch materials, request for proposals, or other business development processes is preferred.
- Familiarity with customer relationship management systems, Microsoft Office, and presentation development tools is preferred.
About the company
Cambridge Associates is a global investment firm that builds bespoke investment portfolios for institutional clients (endowments, foundations, pensions) and private clients (family offices and private individuals). It delivers advisory services and asset class mandates, leveraging a network of managers to guide asset allocation, portfolio construction, and manager selection. Revenue comes from advisory fees and management fees for investment services. The firm differentiates itself by combining global research resources with personalized, boutique client service, with a strong track record in alternative and private investments. It emphasizes long-term outcomes and maintains a high client retention rate across 11 offices worldwide. The goal is to help clients achieve their long-term financial objectives through tailored portfolios and access to a broad range of investment strategies, including alternatives.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
1973
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Simplify's Take
What believers are saying
- 2026-09-05: Denver Employees Retirement Plan selected Cambridge as its outsourced CIO successor.
- 2026-05-21: CEO David Druley framed AI and private markets as demand drivers at Milken.
- 2026-08-18: Cambridge's outsourced CIO win boosts private-client sales and reinforces its customization brand.
What critics are saying
- 2025-10-30: Cambridge cut about 75 employees, signaling fee pressure and slower growth across consulting and OCIO.
- Mercer and S&P now package Cambridge data, threatening its proprietary research moat by 2026.
- If large clients internalize OCIO or shift to low-cost passive mandates, Cambridge's advisory model erodes fast.
What makes Cambridge Associates unique
- 2026-05-06: Cambridge won Family Wealth Report's Outsourced CIO award for customized private-client portfolios.
- 2026-08-24: S&P Global, Mercer, and Cambridge launched standardized private markets datasets across 5,000 funds.
- 2024-11-01: SIGLO acquisition gave Cambridge Zurich access and deeper expertise in private credit, ILS, and impact.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
HSA/FSA
Unlimited Paid Time Off
Hybrid Work Options
Remote Work Options
Paid Vacation
Paid Holidays
Flexible Work Hours
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Mental Health Support
Growth & Insights and Company News
6 month growth
2%1 year growth
2%2 year growth
2%Leslie Womble joins Vinson & Elkins as Chief Talent Officer. Womble brings significant experience helping to develop and manage talent needs and human resources Vinson & Elkins today announced that Leslie Womble has joined the firm as its Chief Talent Officer, effective October 5, 2026. Womble joins from global investment firm Cambridge Associates, where she was a partner and the firm's Chief Human Capital Officer. She is based in Dallas, where she will oversee all aspects of Vinson & Elkins' global talent and human resources functions, including recruitment, professional learning and development, and benefits. She has focused her career on implementing strategies to develop engaged, productive, and valued workforces, including in the areas of leadership and professional development, executive coaching, role-specific training, and employee onboarding. As an advisor to business leaders on all aspects of human resources strategy, she has designed enterprise-level programs and solutions covering compensation, performance management, and talent development. "Leslie brings a proven track record as a business leader who understands the importance of an engaged workforce," said Vinson & Elkins Chair Keith Fullenweider. "We know that the way our lawyers and business professionals work with and genuinely care about each other is a competitive differentiator, and I'm confident Leslie will be a champion and steward of that culture." "The legal industry is in a period of real change, and the firms that navigate it best will be the ones that keep their people engaged, valued, and connected," said Vinson & Elkins Chief Operating Officer Jason Marty. "Leslie's experience, commercial mindset, and forward-looking ideas will help ensure we remain one of the best firms for lawyers and business professionals to work and grow." Womble said she was drawn by the firm's reputation for client service, its dynamic growth and connectedness. "Vinson & Elkins has built something many firms talk about but rarely achieve: An environment where collaboration is genuinely embedded in how people work," she said. "My focus will be on ensuring that culture remains the foundation of our growth." Womble began her career as an investment research analyst, focusing on Hedge Fund and Credit investment managers. She earned a bachelor's degree from American University and a Master of Business Administration from Boston University. About Vinson & Elkins For more than a century, Vinson & Elkins has provided outstanding client service across important industries that drive the global economy. Built on a strong culture of collaboration across 14 offices worldwide, V&E lawyers are committed to excellence, offering clients decades of legal experience in handling transactions, investments, projects and disputes across the globe. Learn more by visiting www.velaw.com or connect with Vinson & Elkins LLP on LinkedIn.
Bank of Singapore appoints new head of alternative investments. Benjamin Low joins Bank of Singapore from Cambridge Associates. 29 July 2026 Bank of Singapore has announced the appointment of Benjamin Low as head of alternative investments with effect from 17 August 2026. In his role, Low will lead the growth of the bank's alternatives platform - including private equity, private credit, venture capital, infrastructure and real estate - to meet the investment needs of high-net-worth and ultra-high-net-worth clients. Based in Singapore, he will report to Jean Chia, global chief investment officer. Low joins Bank of Singapore with over 15 years of institutional leadership experience across alternatives strategy, portfolio positioning and manager selection. Most recently, he was head of Asia hedge funds research at Cambridge Associates, where he advised on multi-billion-dollar portfolios for leading endowments, family offices, pension funds and corporate investors. Commenting on Low's appointment, Chia said: "We are excited to welcome Benjamin to further strengthen our investment leadership bench. His strong track record advising sophisticated institutional investors will be instrumental as we focus on our whole portfolio approach to deliver best-in-class investment solutions and differentiated opportunities." "I am confident that Benjamin's expertise will enhance our current capabilities to help clients build resilient, long-term portfolios with greater diversification into alternatives and enhanced portfolio returns, particularly amid today's heightened macroeconomic uncertainty." Earlier this year, Yazid Mahadi, head of funds selection, had his responsibilities expanded to include the development and curation of the bank's hedge fund offering to meet increasing client demand. Amid an increasingly uncertain market environment, interest in alternative investments continues to rise as investors look to diversify their portfolios, mitigate risk and achieve more consistent income and returns. According to private capital database provider Preqin, the global alternatives industry is expected to reach $32trn in assets under management by 2030. MORE ARTICLES ON
Denver pension taps Cambridge as OCIO. The Denver Employees Retirement Plan (DERP) chose Cambridge Associates to succeed Randall Baum, who retires as CIO on Oct. 1 after 18 years at the fund. Get the whole story. AW Monthly $39 / Month - Instantly unlock all new and archived articles - Access to AW Research articles & data - Daily, weekly and monthly e-mail newsletters $390 / Year - Everything in Monthly at a 20% discount - Access to AW Research data downloads and annual Manager/Investor Compendiums - Discounts on advertisement rates
Cambridge Associates recognized on CNBC Elite Advisors 2026 list. Cambridge Associates Jun 24, 2026 Cambridge Associates has been named to CNBC's 2026 Elite Advisors list, an inaugural recognition highlighting leading firms serving ultra-high-net-worth individuals and family offices. The distinction reflects its longstanding commitment to helping ultra-high net worth clients navigate complex investment, wealth, and legacy considerations with the depth, discretion, and sophistication these relationships demand. CNBC's Elite Advisors list recognizes 25 of the country's top investment advisors for ultra-high net worth investors and family offices, chosen for their expertise in serving clients with investible assets of $25 million or more. Ultra-high net worth wealth management extends well beyond traditional portfolio construction, encompassing complex financial and family dynamics such as tax and estate coordination, philanthropy, family governance, business advisory, trust planning, and other private wealth services. At Cambridge Associates, Cambridge Associates LLC. understand that serving these clients demands more than investment insight alone. It requires thoughtful partnership, customized solutions, and the ability to support families and family offices across a broad range of interconnected needs - often spanning generations. Its work is grounded in helping clients pursue their goals with clarity and confidence amid increasingly complex markets and planning decisions. Cambridge Associates LLC. is honored to receive this recognition, which reflects its longstanding commitment to helping ultra-high net worth clients navigate investment, wealth, and legacy considerations with the depth, discretion, and sophistication these relationships require. About Cambridge Associates Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact Cambridge Associates LLC. today. Last Updated: Jun 24, 2026
Icosa Investments with new partner and ILS specialist. The Schwyz-based specialist for alternative fixed-income investment solutions Icosa Investments announces the appointment of Raffaele Dell'Amore as partner and member of the management team. He currently works for Cambridge Associates. Raffaele Dell'Amore is moving from Cambridge Associates. (Image provided) Tuesday, June 9, 2026 4:14 PM In his new role, he will drive the further expansion and institutionalization of Icosa Investments' offering, with a particular focus on cat bonds and insurance-linked securities (ILS), according to a statement on Tuesday. Raffaele Dell'Amore has more than 15 years of experience in portfolio management of ILS and cat bonds and has overseen mandates worth billions in his career. His expertise includes portfolio construction, risk management, and the development of tailored investment solutions for institutional investors. Florian Steiger, CEO of Icosa Investments, and Dell'Amore share a previous professional collaboration: they already worked together at Twelve Capital. Well-known in the cat bond scene Most recently, Dell'Amore worked as managing director and global head of ILS research at Cambridge Associates. For selected Swiss institutional clients, he also acted as an 'outsourced' ILS chief investment officer, supported investment decisions, and advised on ILS portfolios. Previously, he was private ILS strategy lead at Twelve Capital and worked as an ILS portfolio manager at Schroders, where he managed funds focusing on cat bonds and private ILS investments. 'Raffaele is an excellent addition to our leadership team. His in-depth ILS expertise, combined with his analytical mindset and proven ability to design and manage large-volume mandates, will significantly strengthen our platform and offering for institutional clients,' says Icosa CEO Steiger. Related topics. So you don't miss anything: The most important news daily and free of charge.