Cambridge Associates
The Associate, Transaction Services role supports the execution of investment-related transactions for Discretionary and Advisory clients. This position involves coordinating with internal stakeholders, investment managers, custodians, and legal counsel to ensure accurate and efficient transaction processing. The role provides broad exposure to investment operations, transaction processes, and cross-functional collaboration.
We build custom investment portfolios to meet each client’s unique needs and help achieve their investment goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cambridge Associates.
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