Senior Investment Director, Private Practice

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

Benefits offered by this job

Orientation & training

Mentorship program

Team-based environment

Exposure to asset classes

Global offices access

Employee Resource Groups

Job summary

Cambridge Associates is seeking an Investment Director to work with clients in the US, Canada, and UK, helping them meet investment objectives within a team-based Private Client Practice. You will develop goals, asset allocation, and manager structures while coordinating due diligence and presenting recommendations to clients.

The role involves managing client relationships, supervising junior staff, and delivering presentations to Investment Committees and senior stakeholders.

Qualifications

• BA/BS required; MBA or CFA strongly preferred.
• Experience at an investment firm or large institutional investor.
• Demonstrated investment knowledge and analytical skills.
• Strong communication and relationship management skills.
• Excellent organizational skills with attention to detail and multitasking.
• Eligible to work in the US without sponsorship now or in the future.

Responsibilities

• Create and develop diversified portfolios to increase returns and lower volatility within client time horizons and risk tolerance.
• Conduct analyses, prepare materials, and direct clients on investment and financial issues; lead ad hoc client requests.
• Interact with clients directly; build relationships with Investment Committees, CIO/CFOs, outside advisors, etc.
• Select and evaluate investment managers across asset classes, including alternatives.
• Represent Cambridge Associates through marketing, conferences, and business development opportunities.
• Oversee analysts/associates, including training, performance reviews, and career development.

Skills

Investment knowledge

Analytical skills

Communication & relationship mgmt

Organizational skills

Work eligibility in US

Education

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:

Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates. Within the Private Client Practice, this role works on an investment team whose clients are based in the United States, Canada, and the United Kingdom, and involves partnering with team members to construct and manage client portfolios while ensuring timely and effective communication with clients. Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Investment Directors are also expected to oversee and contribute to all aspects of client work, including analytical tasks, developing recommendations, supervising investment associates, preparing presentation materials, and assuming significant responsibility for client relationships through direct interaction and presentation of recommendations.

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 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 citizenship

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 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 future

Base salary range for this role:

Pay Range Minimum:

181500

Pay Range Maximum:

246800

In 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.