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Associate, Client Solutions
Cambridge Associates
Dubai, UAE
Full-time
Onsite
Discovered 6 days ago
Client solutionsInstitutional investment industryInvestment servicesRFP response writingPowerPointCRM systems
Free
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Client solutionsInstitutional investment industryInvestment services
Role Overview
Join the Middle East and Africa practice as a Client Solutions Associate.
The role is primarily desk-based rather than heavily client-facing and works with the MEA Senior Director, client solutions colleagues, practice leadership, and investment teams.
The position coordinates opportunities through research, RFP responses, presentation creation, CRM tracking, and detailed activity management.
Key Skills for This Role
Client solutionsInstitutional investment industryInvestment servicesRFP response writingPowerPointCRM systems
Full Job Posting
Firm Overview
Cambridge Associates is a global investment firm serving endowments, foundations, pension plans, and ultra-high-net-worth private clients.
The firm provides outsourced CIO, non-discretionary portfolio management, and investment consulting services through teams across global markets.
Role Overview
Join the Middle East and Africa practice as a Client Solutions Associate.
The role is primarily desk-based rather than heavily client-facing and works with the MEA Senior Director, client solutions colleagues, practice leadership, and investment teams.
The position coordinates opportunities through research, RFP responses, presentation creation, CRM tracking, and detailed activity management.
Key Responsibilities
- Develop knowledge of the firm's investment services, processes, and philosophy and articulate its capabilities internally.
- Map MEA clients, prospects, and influencers, conduct opportunity research, and coordinate engagement and outreach plans.
- Participate in client and prospective client calls, prepare briefing documents, and evaluate opportunities against business acceptance criteria.
- Write proposal letters, respond to RFPs, and prepare PowerPoint materials for meetings.
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