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An established industry player is seeking a Private Client Investment Managing Director to lead and expand its Private Client Practice. This pivotal role involves managing client relationships, developing investment strategies, and working closely with a dedicated investment team. The ideal candidate will possess extensive investment experience, a strong network in the family office community, and fluency in both French and English. Join a collaborative team focused on delivering exceptional investment performance and enhancing client satisfaction. This is a unique opportunity to make a significant impact in a rapidly growing practice within a global investment firm.
THE FIRM
We are a global investment firm that works with endowments, foundations, pensions, private clients, healthcare systems, and other institutional investors to implement and manage custom investment portfolios that aim to generate outperformance and maximize impact on the world.
With 50+ years of institutional investing experience, we have helped shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.
Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. With over 1,500 employees, we select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
THE OPPORTUNITY
The Private Client Investment Managing Director would be an integral leadership position within Cambridge Associates’ rapidly growing Private Client Practice with a focus on expanding private client and institutional business in French speaking regions of Europe.
Investment Directors in the Private Client Practice are part of a team who services more than 200 private families advising on both taxable and charitable assets. Our clients range in asset size from ~$100 million to more than $10 billion and are located in over 35 countries worldwide. Investment Directors work with colleagues to help clients meet or exceed their investment objectives and enhance the long-term investment performance of their portfolios. The Managing Director would be responsible for leading and co-leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office or Investment Office staff and outside advisors), driving investment strategy, asset allocation structures, investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring. The Managing Director is also responsible for the management and development of the supporting investment team.
In addition to their work with existing clients, Investment Directors partner with Global Client Solutions and the Private Client Practice leadership teams to pursue new private client relationships. Investment Director responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, building presentation materials and leading presentations alongside team members.
RESPONSIBILITIES
QUALIFICATIONS
Please submit cover letter and resume for consideration.
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.
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.
If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.