<p>CAREERS THAT CHANGE THE WORLD</p> <p>OUR CLIENTS</p> <p>Cambridge Associates believes our clients come first.</p> <p>Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe.</p> <p>OUR CULTURE</p> <p>Cambridge Associates believes culture is central to your success and ours.</p> <p>We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.</p> <p>o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.</p> <p>OUR PEOPLE</p> <p>Cambridge Associates believes we do our best when you do your best.</p> <p>At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.</p> <p>But enough about us. Tell us about YOU</p> <p>o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?</p> <p>o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?</p> <p>o Do you strive to work in an environment that encourages innovation and teamwork?</p> <p>o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?</p> <p>o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?</p> <p>o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?</p> <p>THE OPPORTUNITY</p> <p>Cambridge Associates is seeking a Client Service Professional to join our London office to support our international Client Directors across EMEA and APAC. The Client Service Professional will report to the Head of EMEA and APAC Global Solutions (GCS) Operations, based in London.</p> <p>What is the CSP responsible for?</p> <p>As Cambridge Associates scales its international business, the workflow associated with supporting new business development and client relationships falls primarily to CA's Client Directors who partner directly with our investment teams with all client development initiatives.</p> <p>As part of that workflow, we are seeking CSPs to support Client Directors and Client Associates and Analysts with the end-to-end RFP and DDQ processes in EMEA and APAC to support the firm's growth.</p> <p>The CSP team coordinates, creates, and delivers responses for Request for Proposal (RFP), Due Diligence Questionnaires (DDQ), and other external client-related requests, which accurately and favorably represent the organization, and its investment solutions and services, to prospective and existing external clients and their advisors.</p> <p>Furthermore, CSP's will support Client Directors in other client development activity such as preparing outreach campaigns and preparing client dossiers for executive leadership.</p> <p>The ideal candidate will have a strong focus on client experience, be commercially minded, and have excellent written communication as well as collaborative problem-solving skills. They will have an innovative, solutions-oriented approach to their work, and the ability to identify and implement best practices to stay one step ahead of a quickly evolving industry and organization.</p> <p>In addition, a knowledge of investments and industry experience is strongly desired. Being a strong team player is essential.</p> <p>RESPONSIBILITIES</p> <ul> <li> <p>RFP Management:</p> </li><li> <p>Partner with the Head of EMEA and APAC GCS Operations to oversee the company's regional responses to RFPs and proposals from start to submission, including the development of project plans and strategies and the drafting of content ensuring all content meets quality standards and deadlines are met.</p> </li><li> <p>Coordinate with various internal stakeholders (investment professionals, legal, compliance, operations) to gather necessary information for RFP responses.</p> </li><li> <p>In partnership with the Head of EMEA and APAC GCS Operations, and other Client Directors, drive a scalable and repeatable RFP process including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting.</p> </li><li> <p>DDQ Management:</p> </li><li> <p>Manage the due diligence questionnaire (DDQ) process, ensuring timely and accurate completion of client inquiries.</p> </li><li> <p>Collaborate with subject matter experts to gather information required for DDQ responses.</p> </li><li> <p>Maintain up-to-date knowledge of industry standards and client requirements related to due diligence.</p> </li><li> <p>Client Relationships:</p> </li><li> <p>As needed, serve as a primary point of contact for client inquiries related to RFPs and DDQs, demonstrating a deep understanding of our investment strategies and capabilities.</p> </li><li> <p>Build strong relationships with Client Directors across the regions through effective communication and timely responsiveness.</p> </li><li> <p>Process Improvement:</p> </li><li> <p>In partnership with the Head of EMEA and APAC GCS Operations:</p> </li><li> <p>Review and enhance RFP and DDQ processes to streamline efficiency and improve response quality.</p> </li><li> <p>Implement best practices and tools to optimize the RFP and DDQ workflow.</p> </li><li> <p>Conduct RFP win/loss analysis, gather client feedback, and identify and report on areas to improve client targeting efforts and win rates.</p> </li><li> <p>Continuously evaluate and identify technology enhancements.</p> </li><li></li><li> <p>Other responsibilities:</p> </li><li> <p>Ownership for data integrity of the CRM (Dynamics) system - ongoing maintenance and updating of client and prospect contact information.</p> </li><li> <p>Undertake initial client screening to assess professional investor suitability, including the completion of client classification forms.</p> </li><li> <p>Work with the Client Directors and client onboarding team to facilitate successful onboarding of new clients.</p> </li><li> <p>Assist with the planning and execution of client events (roundtables, lunches) including support for client outreach.</p> </li><li> <p>Other client related work such as supporting the creation of pitchbooks and marketing materials.</p> </li></ul> <p>QUALIFICATIONS</p> <ul> <li>Bachelor's degree in Finance, Economics, Business Administration, or a related field. </li><li>Experience in investment management, with a focus on RFP and DDQ processes for institutional clients is preferred. Or a focus within marketing operations, managing a large diverse operational function would also be considered. </li><li>An understanding of various asset classes, investment strategies, and financial markets. </li><li>Proven track record in project management and operating across cross-functional teams. </li><li>Excellent written and verbal communication skills </li><li>Detail-oriented with a commitment to accuracy and quality in client deliverables. </li><li>Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. </li><li>Ideally experience adopting and using AI-enabled software to assist with optimizing the RFP process and content creation. </li></ul> <p>Please submit cover letter and resume for consideration</p> <p>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.</p> <p>Want to learn more?</p> <p>Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)</p> <p>Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)</p> <p>Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)</p> <p>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. 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 or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd. 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.</p> <p>If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.</p>