Senior Team Assistant

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:

Position Overview

The Senior Team Assistant will perform a wide variety of administrative functions to an assigned

group, which may include Investment Directors, Investment Associates, and department staff. In

addition, a Senior Team Assistant will take on high-level duties such as conducting research, creating

materials, preparing correspondence, and special projects. The Senior Team Assistant will respond to

information requests, exhibit excellent judgement, think outside the box, and consistently seek to

contribute to those he/she supports, our clients, and the firm at large by assuming greater

responsibilities. The Senior Team Assistant may also mentor staff and take on leadership roles.

Job Description:

Principal Duties

• Works closely and effectively with Investment Directors and Investment Team to keep them

well informed of commitments and responsibilities, informing them of conflicts, and

following up proactively

• Extensive calendar management: schedule many internal and external meetings involving

heavy coordination with internal staff

• Make complex and detailed travel arrangements using travel agency and Neo (online travel

booking tool)

• Manage multiple tasks with a high degree of efficiency and discretion
• Support marketing efforts and researching backgrounds and bios when needed
• Work with Catering Manager or OS catering support team to support onsite Client and team

meetings

• Provide administrative support to several Investment Directors and Investment Team:

o Create and maintain Box files on behalf of the team

o Schedule conference rooms, provide internal and external meeting support in Outlook

and in person

o Serve as a virtual support resource for MS Teams, Webex and Zoom as needed and on

behalf of Investment Team

o Monitor MS Teams Channels for team requests

o Research information via CA Home and Internet

o Prepare and reconcile timesheets, expense reports, and Amex statements

o Schedule manager meetings involving coordination with meeting planners

o Pull manager comments, manager quarterly letters, and factsheets for Investment

Team as needed

o Maintain Client Contacts in CRM Dynamics

o Organize and manage business contacts in Outlook on behalf of Investment Directors

Senior Team Assistant

o Communicate and ensure the Firm's standards for formatting are applied to all

correspondence, presentations, and materials

o Prepare materials for yearly conferences and speaking engagements

o Prepare FedEx labels for shipment

• Provide coverage for Investment Directors and management staff during administrative team

member absences

• Works closely with Administrative Manager to mentor and train team members
• May perform special projects and assume certain responsibilities as assigned by the

Administrative Manager or Practice Management Teams

Qualifications

• 4 or more years of administrative/secretarial experience.
• Advanced knowledge of MS Word, Excel (levels 1 and 2), PowerPoint, and Outlook is

required. Experience with Adobe Acrobat is preferred.

• Knowledge of Box, Concur, MS Dynamics, MS Teams, Oracle, WebEx a plus
• Proactive approach to problem solving with strong decision-making capabilities
• Ability to multi-task and prioritize multiple requests
• Excellent organizational skills and attention to detail
• In depth knowledge of administrative procedures and tools
• Ability to use resources efficiently and effectively
• Eagerness to learn and ability to work independently while being a team player
• Exhibits initiative to forge productive cross-team/department relationships with members

who are high frequency touch points

• Excellent writing and proofreading skills with an emphasis on accuracy, spelling, punctuation,

and grammar

• Strong verbal skills with ability to listen and mentor others
• Must be able to maintain a high degree of confidentiality
• Ability to communicate effectively cross-office, with clients and other CA departments and

interact effectively in a service-oriented environment.

Base salary range for this role:

Pay Range Minimum:

81070

Pay Range Maximum:

105380

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

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.