Investment Associate - Boston, MA - Cambridge Trust Company

Summary: Based in Boston MA

Supports investment team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service. Receives broad cross-sectional exposure to investment analysts, client portfolio managers, marketing, operations, administration and investment technology specialists by executing, supporting, and coordinating a diverse set of tasks.

Responsibilities:

• Provides generalist assistance to Portfolio Managers and CIO—willingness to be flexible, creative and curious
• Assists Client PMs and Central Trading Group with monitoring, trading and portfolio management of client accounts.
• Provides generalist research support to the fixed income, equity, or portfolio analytics teams. Projects will vary as needed across individual stock/sector/thematic research, credit/corporate bond research, mutual fund/ETF evaluations, ESG writeups and performance/quantitative analysis.
• Maintains and coordinates updates of client and account information on trust accounting system, as well as on trading and performance systems ensuring consistency between systems.
• Maintains recurring investment marketing materials and participates in periodic communication and publishing initiatives of the group. ? Facilitates client and/or prospect meetings for Portfolio Managers by running reports, compiling materials, editing/customizing reports, as appropriate and assisting with client communications.
• Coordinates with other Wealth Management employees or employees from other Bank departments, when necessary, on data verification, database maintenance, technology needs, and scheduling/deadlines.
• Updates key documents, databases and archives, often on a monthly or quarterly cycle.
• Helps prepare investment presentation and other materials for internal investment committee meetings, making any changes as directed by senior colleagues
• Represents team on various cross-department functional committees, including software evaluation and process improvement initiatives.
• Attends investment team meetings for support and learning opportunities.

Qualifications:

• Bachelor’s degree.
• Prior experience with spreadsheet and presentation software applications, especially Microsoft Excel, PowerPoint and Adobe products is required.
• Prior experience in an investment office or bank environment preferred. Overall experience can vary between 1-3 years as long as an internship or other office environment experience is present.
• Knowledge of investment terminology preferred.
• Excellent written and verbal communication skills.
• Ability to prioritize, juggle variety of tasks, and interact with staff at all levels.
• Ability to streamline functions by identifying efficiency and process improvement opportunities.
• Excellent attention to detail. Excellent proofreading skills.
• Positive attitude, team player, and willingness to accept new assignments and interact with staff at all levels.
• Comfortable and professional in dealing with clients over phone, email, or in-person.

Working Conditions/Physical Demands:

• Normal office environment.
• Frequent sitting and standing at a desk

The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.

*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis.