Investment Director, Private Client Portfolios

Cambridge Associates LLC.; Boston, Northern (MA, KY); Ibrido; USD 250.000 - 450.000; Tempo pieno

Vantaggi offerti da questo lavoro

Mentorship program

Team-based environment

Exposure to top-tier managers

Descrizione del lavoro

Cambridge Associates LLC is seeking an Investment Director in Boston to lead client portfolios within a team-based Private Client Practice. The role involves developing investment goals, asset allocation, and manager structures, while ensuring timely communication with clients and committees.

The position requires BA/BS with MBA or CFA preferred, strong analytical and relationship-management skills, and the ability to work with senior colleagues and clients across multiple offices.

Competenze

• Requires strong investment knowledge and analytical skills.
• Excellent communication and relationship management abilities.
• Demonstrated ability to manage client relationships and present recommendations.

Mansioni

• Create and maintain diversified portfolios to meet client objectives.
• Conduct due diligence and evaluate investment opportunities and managers.
• Prepare materials and present recommendations to clients and committees.
• Oversee analysts/associates and contribute to client relationships and business development.

Conoscenze

Investment knowledge

Analytical skills

Communication

Relationship management

Formazione

BA/BS

MBA

CFA

Descrizione del lavoro

Cambridge Associates LLC is seeking an Investment Director in Boston to lead client portfolios within a team-based Private Client Practice. The role involves developing investment goals, asset allocation, and manager structures, while ensuring timely communication with clients and committees.

The position requires BA/BS with MBA or CFA preferred, strong analytical and relationship-management skills, and the ability to work with senior colleagues and clients across multiple offices.