Senior Investment Director: Client Portfolio Architect

Cambridge-Associate; Boston (MA); On-site; USD 182,000 - 247,000; Full time

Job summary

Cambridge Associates, based in Boston, seeks Senior Investment Directors to lead client engagements, craft diversified portfolios, and oversee due diligence on investment opportunities. You will present strategic recommendations to clients, manage relationships with Investment Committees and CIOs/CFOs, and mentor junior staff.

The role demands strong investment knowledge, analytical ability, and excellent communication.

Qualifications

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

Responsibilities

• Create diversified portfolios aligned with client goals, risk tolerance, and time horizon.
• Conduct due diligence on investment opportunities and managers.
• Present recommendations to clients and Investment Committees; develop client materials.
• Oversee analysts/associates and contribute to business development activities.

Skills

Investment knowledge

Analytical skills

Communication

Relationship management

Organizational skills

Education

Bachelor's degree (BA/BS)

MBA or CFA preferred

Job description

Cambridge Associates, based in Boston, seeks Senior Investment Directors to lead client engagements, craft diversified portfolios, and oversee due diligence on investment opportunities. You will present strategic recommendations to clients, manage relationships with Investment Committees and CIOs/CFOs, and mentor junior staff.

The role demands strong investment knowledge, analytical ability, and excellent communication.