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:

Resume and written response to prompts are required to complete your application.

The InvestX Program is a four-day immersive introduction to Cambridge Associates (CA) and the fundamentals of investment management. Participants will build fluency across client types, major asset classes, portfolio construction, and CA’s research-driven approach through interactive sessions, panel discussions, case studies, capstone work, and networking with investment professionals and firm leaders.

InvestX is intended for college students interested in financial services, investing, and client work. Prior investment management experience is not required. The program is especially well suited for students who want practical exposure to the industry in a collaborative and inclusive environment. Students will have the opportunity to travel to CA’s office in Arlington, VA for the entirety of the program.

Job Description:

Program Format/Location: 4 days at Cambridge Associates’ office in Arlington, VA. Cambridge Associates will cover travel and related expenses. Participants will need to bring their own technology (computer, phone, etc.) to program.

Program Dates/Time: January 5 through 8, 2027; sessions will take place between 9am and 5pm, with social events following.

Program Applicants: Open to all students in Classes 2028 & 2029; all majors are welcome.

Required for application: Resume and written response to the following questions (no more than one page):

• Why do you want to learn more about investment management and attend this program?
• What classes or activities have you taken/been involved with that demonstrate your interest in the investment industry?
• What is your most prominent attribute as a student and how will it help to add value to the InvestX Program cohort?

Program Offerings:

• Learn how an investment management and advisory firm support a wide range of clients
• Build familiarity with major asset classes and their role in portfolios
• See how research, diverse manager investing, and sustainable and impact investing inform portfolio construction
• Work in teams on a client style capstone assignment and present recommendations
• Connect with Cambridge Associates leaders, investment professionals, and employee communities

Participant Benefits:

• Gain direct exposure to investment professional and senior leaders across the firm
• Develop a stronger understanding of how portfolios are built and managed
• Practice analyzing client needs and presenting recommendations in teams
• Learn about career paths, recruiting, and life at Cambridge Associates
• Build relationships with peers through shared sessions, meals, and social activities

Students We Are Seeking:

• Eagerness to explore and learn about the investment industry
• Excellent communication skills and ability to operate in team environment demonstrated through previous work, volunteer, or extracurricular activities