Senior Investment Director

Cambridge Associates LLC; Boston (MA); Hybrid; USD 181,500 - 246,800; Full time

Job summary

Cambridge Associates LLC is seeking an experienced Investment Analyst in Boston, Massachusetts. The role involves managing client assets, overseeing investment due diligence, and mentoring junior staff. A Master's degree in Finance or a related field and two years of relevant experience are required.

The position allows telecommuting up to four days a week and up to 40% travel. Compensation for this role ranges from $181,500 to $246,800 annually, along with performance-based bonuses and a competitive benefits package.

Qualifications

• Minimum two years of experience as an Investment Analyst or related role.
• Experience with institutional clients and investment due diligence.
• Ability to manage multiple client accounts.

Responsibilities

• Manage client assets and assist with investment objectives.
• Lead investment due diligence to conclusion.
• Develop presentation materials and present recommendations.

Skills

Analytical skills

Communication skills

Attention to detail

Project management

Education

Master’s degree in Finance or related field

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.

Responsibilities

• Manage client assets.
• Assist clients with investment objectives and asset allocation structures.
• Lead investment due diligence to conclusion.
• Provide guidance on investment manager structures and guidelines, selection, evaluation, and performance monitoring.
• Oversee and participate in all aspects of client work, including conducting analyses, providing research insights, developing recommendations on asset allocations and manager selections, developing presentation materials, and presenting recommendations to family members or principals.
• Manage and mentor investment analysts on workflow, use of investment software tools to analyze and present data, and production of final client materials.
• Work in the Boston office with potential telecommuting up to four days per week.
• Travel up to 40% to meet with clients and fund managers.

Qualifications and Experience

• Master’s degree (or foreign equivalent) in Finance, Business Administration, or a directly related field.
• Minimum two (2) years of experience as an Investment Analyst, Fixed Income Trader, Fixed Income Research Analyst, Credit Research Analyst, or related occupation.
• Experience with institutional clients.
• Experience in evaluation and due diligence of marketable and non-marketable investments.
• Project management of junior staff workflow.
• Portfolio construction across a variety of asset classes, asset allocation and manager selection.
• Strong analytical and communication skills.
• Ability to manage multiple client accounts with high attention to detail.

Compensation

Salary range: 181,500.00 – 246,800.00 USD annually. The 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 skills, experience, qualifications, and internal equity.

Equal Employment Opportunity

The firm is committed to 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. All employees are expected to follow this policy toward their co‑workers.