Investment Director, Private Client

Cambridge Associates LLC; Boston (MA); On-site; USD 137,000 - 183,000; Full time

Benefits offered by this job

Mentorship program

Team-based environment

Global office exposure

Employee Resource Groups

Job summary

Cambridge Associates LLC in Boston, MA seeks Investment Directors to collaborate with clients and teams to build and manage investment portfolios, meeting objectives and maintaining timely communication.

The role involves leading due diligence, selecting managers, and overseeing client relationships, with responsibilities spanning analytical tasks, presenting recommendations, and mentoring associates.

Qualifications

• BA/BS required; MBA or CFA strongly preferred.
• Investment knowledge and analytical skills gained from work at an investment firm or large institutional investor.
• Excellent communication and relationship management skills.

Responsibilities

• Create and develop diversified portfolios to enable increased returns and lower volatility.
• Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests.
• Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.

Skills

Investment knowledge

Communication

Relationship management

Analytical skills

Due diligence

Portfolio construction

Education

BA/BS required

MBA preferred

CFA preferred

Job description

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

Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.

Within the Private Client Practice, this role supports portfolios ranging from approximately $200 million to more than $7 billion and involves partnering with team members to construct and manage client portfolios while ensuring timely and effective communication with clients.

Responsibilities

Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios.

Investment Directors are also expected to oversee and contribute to all aspects of client work, including analytical tasks, developing recommendations, supervising investment associates, preparing presentation materials, and assuming significant responsibility for client relationships through direct interaction and presentation of recommendations.

Job Responsibilities

• Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client
• Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests
• Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
• Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas
• Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
• Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development.

We Offer

• In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development
• Team-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fostered
• Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies
• Opportunities to work with and meet colleagues across our global offices
• Opportunities to join Employee Resource Groups to help shape our community and promote corporate citizenship.

Requirements

• BA/BS required.
• An MBA or CFA strongly preferred
• Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
• Demonstrated investment knowledge and analytical skills
• Strong communication and relationship management skills
• Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
• Must be eligible to work in the US without sponsorship or restriction now or in the future
• Successfully obtain FINRA Series 3 license within 90 days of employment as condition of continued employment
• Base salary range for this role: Pay Range Minimum: 136600
• Pay Range Maximum: 183000
• In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

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.

Company Culture

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world‑class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

Accommodations

If you need a reasonable accommodation during your application process, please submit a request to [e-mail] that includes your first and last name, email, and type of accommodation(s) requested.

If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.