MBA Investment Director Program

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

Benefits offered by this job

Mentorship program

Hybrid work model

Competitive benefits

Job summary

Cambridge Associates in Boston, MA seeks an Investment Director to lead client portfolios within a collaborative team. You will develop investment goals, allocate assets, conduct due diligence, and present recommendations to clients, including Investment Committees and CIOs.

The role requires BA/BS with MBA/CFA preferred, strong investment knowledge, and excellent communication. Hybrid office presence 10-12 days per month, eligible for an annual bonus and comprehensive benefits.

Qualifications

• BA/BS required. An MBA or CFA strongly preferred.
• Demonstrated investment knowledge and analytical skills.
• Strong communication and relationship management skills.
• Excellent organizational skills and ability to manage multiple projects.

Responsibilities

• Create and develop diversified portfolios to meet client objectives.
• Conduct analyses, prepare materials, and respond to ad hoc client requests.
• Present recommendations directly to clients and Investment Committees.

Skills

Strong communication and relationship

Analytical skills

Investment knowledge

Education

BA/BS

MBA or CFA preferred

Job description

## MBA Investment Director ProgramApply: Boston: Full time: Posted 3 Days Ago: JR0000408**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:**POSITION SPECIFICS Location of positions: Boston, MA Start date: July/August 2027 Required for application: Resume Office Requirement: Hybrid: on average Investment Directors are expected to be in the office 10-12 days per month Base Pay/Salary: $150,000 annual base salary Additionally, offer includes sign on bonus and you are eligible to participate in firm’s Annual Performance Bonus Program. **Job Description:**### OVERVIEW OF INVESTMENT DIRECTOR ROLE**Investment Directors** will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Senior Investment Directors and associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients. Investment Directors work in one of three primary practice areas: Endowment & Foundation, Private Client and Retirement, Insurance & Government.**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 social responsibility**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 a 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 futureBase salary range for this role:Pay Range Minimum:136600Pay Range Maximum:183000In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.