Senior Director Tax Awareness

Cambridge Associates•Boston, MA

3d•$181,500 - $246,800

About The Position

Cambridge Associates is seeking a Senior Investment Director in Global Investment Research to help build and scale the firm’s tax-aware investment capabilities for private clients and family offices. The role sits at the intersection of manager research, investment strategy, portfolio implementation, and client-facing content, bringing a tax perspective to manager and product evaluation, taxable portfolio strategy, and investment communications. The Senior Investment Director will strengthen the firm’s approach to tax-aware products and strategies and advance its capability to serve taxable investors proactively and strategically. The role involves developing the firm’s tax-aware investing capability, integrating tax considerations into manager research and due diligence, refining frameworks for assessing tax-efficient strategies and implementation approaches, and helping establish data, reporting, and monitoring capabilities for tax-sensitive oversight. The position also develops investment content for internal and client-facing audiences and partners across research, strategy, tax, and private client teams. The role operates in a build phase, shaping scalable frameworks and workflows, including appropriate use of AI-enabled tools and professional review. The base salary range is $181,500 to $246,800. The position is also eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual salary placement depends on factors including skills, experience, qualifications, and internal equity.

Requirements

8–10 years of relevant investment experience.
Deep interest in tax-aware investing, taxable portfolio construction, and tax-sensitive manager evaluation.
Experience in manager research, taxable portfolio advice, or a related field.
Strong communication skills and ability to collaborate effectively.
Credibility with senior investment professionals and private clients.
Demonstrated qualitative and quantitative analytical skills.
Ability to prioritize multiple information requests while ensuring the integrity, accuracy, completeness, and timeliness of work.

Responsibilities

Lead continued development of Cambridge Associates’ tax-aware investing capability, including priorities, frameworks, and practical operating approaches.
Incorporate tax considerations into manager research, product evaluation, and due diligence, focusing on applicability to taxable investors.
Refine and build frameworks for assessing tax-efficient strategies, vehicles, and implementation approaches.
Help shape data, reporting, and monitoring capabilities for tax-sensitive investment oversight and decision-making.
Develop clear, commercially relevant investment content and communications about tax-aware investing for internal and client-facing audiences.
Serve as a cross-functional partner to align perspectives and strengthen the firm’s approach to taxable investors.
Develop structured, scalable research workflows that support consistent analysis, including appropriate use of AI-enabled tools and professional review.
Partner with Global Investment Research, Private Wealth Strategies (including Tax Strategy), Investment Strategy, and Private Client teams.
Support and increase the firm’s expertise and ability to evaluate, recommend, and monitor tax-efficient managers and strategies.
Strengthen tax-aware frameworks for manager research and product evaluation.
Enhance integration of tax considerations into taxable portfolio implementation.
Produce differentiated, client-relevant content on taxable investment topics.
Help grow the firm’s tax-aware investment capabilities and resources in proactive and scalable directions.