Senior Investment Director, Private Practice - Cambridge Associates LLC : Job Details

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Senior Investment Director, Private Practice

Apply remote type Hybrid locations Boston time type Full time posted on Posted 21 Days Ago job requisition id JR10017

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:

POSITION OVERVIEW

We are seeking to hire an Investment Director who will work for the Co-Chief Investment Officers ( CIOs ) while partnering with other team members to construct and manage client portfolios and communicate timely information to the team's clients. Opportunity to work with (and learn from) a team in the Private Client Practice managing client portfolios that range in size from $200 million to >$7 billion.

The team functions as the dedicated investment office for 12 family offices in the U.S., Canada, Central America, and South America. They currently manage over $16 billion in client assets and have consistently delivered top decile/quartile returns. Given their focus on timely client engagement and efficient portfolio execution, they have grown organically through client referrals, as well as strong networks in the family office market. The team has a flat structure with clear roles and ownership of all investment and operating processes. Team members meet daily to discuss markets, investment themes, managers, and client portfolios, while staying focused on task/project delivery.

The team is guided by these objectives:

• Generate top decile/quartile investment performance

• Maintain high client satisfaction, as measured by 100% client retention

• Actively foster and facilitate enhancing our clients' networks and investment knowledge

• Develop the next generation of talent

Job Description:

RESPONSIBILITIES

• Support Co-CIOs and Investment Directors in the management of client portfolios and relationships
• Global Markets and Investment ManagersStay abreast of market developments, actions, and changes to develop a view on how client portfolios should be positioned and the impact of market actions (both positive and negative) to client's portfolios. Build manager knowledge and relationships to ultimately leverage these networks for access to capacity constrained managers, co-investment opportunities. Conduct manager due diligence as needed.
• Provide input to Client/Prospect Portfolio constructionUnderstand implications of client's spending, family enterprise and specific circumstances to model recommendations for asset allocation and portfolio construction. Provide input to investment decisions (thematic areas of focus, portfolio construction guidelines, current exposures, liquidity levels etc.)
• Monitor Client PortfoliosFor liquidity, sector and geographical exposures, currency, and asset class weights – develop insights from this process to drive recommendations and decisions.
• ProjectsLead investment related projects that have direct impact on strategic asset allocation decisions. Additionally, storyboard and lead projects related to ad-hoc client questions and requests.
• Effectively communicate to clients through effective written and verbal communicationsEffectively communicate recommendations to clients (and prospects) in a concise, transparent and intuitive manner that is appropriate for audiences of varying investment expertise.
• Team ManagementManage a team of investment analysts including overseeing and directing workflow across the analyst team to ensure high quality deliverables.

QUALIFICATIONS

• Five to ten years of investment experience with strong preference for having worked on a trading desk, at an investment manager or a capital allocator (competitor to CA)
• Ability to thrive and problem solve in a fast-paced and demanding work environment
• Proven ability to deliver on time with high accuracy and quality
• Hard working, ability to manage multiple deadlines
• Collaborative approach while commercially competitive
• Active participant in learning culture (e.g. giving and receiving)
• Exceptional written and verbal communication skills
• Strong organizational skills. Proven ability to prioritize competing deliverables based on need and timing
• Strong attention to detail – ability to review, edit and ensure high quality deliverables
• Able to work effectively with autonomy and collaborate effectively with integrated team
• Direct client relationship experience preferred
• CFA candidate preferred, but not required

Base salary range for this role

Pay Range Minimum:

177300

Pay Range Maximum:

241100

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.

Who We Are

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Get in Touch

Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.

Why Cambridge Associates?

Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.