Senior Investment Director, Endowment and Foundation

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

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:Senior 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, Investment Directors and Associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Senior 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. Senior Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.Job Description:Responsibilities:Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to clientConduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requestsWork 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 & gasRepresent Cambridge Associates externally through marketing presentations, conferences and other business development opportunitiesOversight 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 developmentTeam-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fosteredAbility to attend meetings with top-tier investment managers; broad exposure to asset classes and strategiesOpportunities to work with and meet colleagues across our global officesOpportunities to join Employee Resource Groups to help shape our community and promote corporate citizenshipRequirements:BA/BS required. An MBA or CFA strongly preferredAppropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family officeDemonstrated investment knowledge and analytical skillsStrong communication and relationship management skillsExcellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneouslyMust be eligible to work in the US without sponsorship or restriction now or in the futureBase salary range for this role:Pay Range Minimum:181500Pay Range Maximum:246800In 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.The firm is committed to the concept and practice of 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. It is expected that all employees will follow a similar policy toward their co-workers.