Senior Investment Director, Client Portfolios & Strategy

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

Benefits offered by this job

Mentorship program

Team-based structure

Exposure to top-tier managers

Global office collaboration

Employee Resource Groups

Performance bonus & benefits

Job summary

Cambridge Associates is seeking an Investment Director to join its Private Client Practice in the United States. The role involves constructing and managing client portfolios, performing due diligence, and presenting recommendations to clients and Investment Committees across the US, Canada, and the UK.

You will lead analytical work, supervise an investment associate team, and collaborate with CIOs, CFOs, and external advisors while ensuring timely, clear client communication.

Qualifications

• BA/BS required; MBA or CFA strongly preferred.
• Investment knowledge from work at an investment firm, a large institutional investor, or a family office.
• Demonstrated investment knowledge and analytical skills.
• Strong communication and relationship management skills.
• Excellent organizational skills with ability to prioritize and manage multiple projects.

Responsibilities

• Create and develop diversified portfolios to meet client objectives and risk tolerance.
• Conduct analyses, prepare materials, and respond to client requests.
• Work directly with clients and develop relationships with client committees and advisors.
• Select and evaluate investment managers across asset classes (incl. alternatives).
• Represent Cambridge Associates in marketing, conferences, and business development opportunities.
• Oversee and mentor analysts/associates, oversee performance reviews and career development.

Skills

Relationship management

Communication skills

Analytical skills

Organizational skills

Multitasking

Education

BA/BS required

MBA or CFA preferred

Job description

Cambridge Associates is seeking an Investment Director to join its Private Client Practice in the United States. The role involves constructing and managing client portfolios, performing due diligence, and presenting recommendations to clients and Investment Committees across the US, Canada, and the UK.

You will lead analytical work, supervise an investment associate team, and collaborate with CIOs, CFOs, and external advisors while ensuring timely, clear client communication.