Associate, Business Development - Insurance

Firm Overview:

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

THE OPPORTUNITY

The Global Client Solutions Associate supports the broad business development goals of the firm’s advisory and discretionary service models. This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the firm’s investment teams. The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance. It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development and the financial services field.

Job Description:

RESPONSIBILITIES

• 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.
• Field calls with prospective clients and qualify leads.
• Research prospects to better understand their needs and challenges, competition, appropriate service/pricing approach.
• Write custom letters, requests for proposals, and other prospect and client communications.
• Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients.
• Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions.
• Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing/sales best practices and improve overall hit rates.

QUALIFICATIONS

• BA/BS required
• Sales, Business Development, proposal writing, or fundraising experience preferred in the insurance or broad institutional space.
• Strong written and oral communication skills (writing sample required)
• Excellent Word, PowerPoint, and Excel skills; experience creating business development/sales/marketing materials, preferred
• Experience with Microsoft Dynamics CRM or managing a CRM system preferred
• Ability to work on multiple projects simultaneously and to prioritize responsibilities
• Ability to work in a deadline-driven, team-oriented environment with a strong attention to detail
• Strong project management and interpersonal skills and proven ability to effectively “manage up”
• Interest and understanding of financial services and institutional portfolio construction
• Must be eligible to work without sponsorship or restriction in the UK

Please submit cover letter and resume for consideration

Employees of Cambridge Associates Ltd or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd/GmbH.

Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd/GmbH or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd/GmbH.

Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd /GmbH.

If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.