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Sales Analyst (m|f|x) Munich

Analysis | Reporting | Quant
Full-time
without management responsibilities
with employer-funded pension

Job overview

Publication
May 24, 2024
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CAREERS THAT CHANGE THE WORLD

After a strong period of sales growth, Cambridge Associates European business is ready to accelerate its client footprint in Germany and the wider European market.

OUR CLIENTS

Cambridge Associates believes our clients come first.

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

OUR PEOPLE

Cambridge Associates believes we do our best when you do your best.

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.

But enough about us. Tell us about YOU

  • 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?
  • Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
  • Do you strive to work in an environment that encourages innovation and teamwork?
  • Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
  • 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?
  • Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

Tasks

THE OPPORTUNITY

Cambridge Associates seeks to hire a business development and client relationship analyst to join our European Pension practice in Munich. This is an exciting opportunity to work with the growing Munich office.

Based in Munich, this role will involve working closely with the business development and client investment teams to support ongoing needs of new prospect efforts and client maintenance outside of the investment portfolio.

The key objective of the successful individual in this role is to work with the European Pension practice to support growth, requiring a great deal of teamwork and collaboration within Cambridge Associates.  The individual should be proactive, energetic, possess strong analytical ability, be extremely well organised, have a problem-solving mindset and be capable of handling many tasks at one time.

RESPONSIBILITIES

  • Preparation of proposals and presentations in conjunction with team members and investment directors for prospects and existing clients
  • Support follow-up efforts to ensure prospect and client movement through the business development pipeline
  • Support with creating effective and visually appealing content for presentations
  • Update and maintain CRM systems and produce reports when required
  • Support events, roadshows, meetings with respective collateral and helping with logistics
  • Support with managing operational aspects of day-to-day client relationships:
    Respond to client queries and concerns in a timely manner, eg follow up actions from client/prospect meetings
    Demonstrate to clients that we are proactive in resolving issues
    Communicating updates/ progess on any opportunities we are working on to the client
  • Build, gather and synthesise research on target markets and prospects
  • Build relationships with key departments across CA in order to provide responses effectively and efficiently
  • Be a team player, work collaboratively and in close partnership with colleagues across key departments such as investment teams, client relationship management, client accounting etc.
  • Communicate on an ongoing basis about the status of enquiries and next steps, both with client teams, relationship management colleagues and clients

Profile / Your qualification / Your personality

QUALIFICATIONS

  • Fluent German speaker with 1-3 years of experience working in a professional service firm [finance/investment desirable]
  • Outstanding communication in German and English (written and verbal) and interpersonal skills
  • Strong listening and organisational skills 
  • Analytical and problem-solving skills
  • Experience with CRM systems
  • Experience writing proposals and creating presentations, ideally from an investment management environment  
  • Ability to work on multiple projects simultaneously and to prioritise and meet deadlines
  • Ability to work in a team-oriented environment
  • Attention to detail
  • Strong ability to learn quickly

Application

Please submit cover letter and resume for consideration

Want to learn more?

Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)

Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)

Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)

Employees of Cambridge Associates GmbH 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 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, GmbH or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, 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, GmbH.

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

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Location

Prannerstraße 6, D-80333 Munich