Senior Director Tax Awareness

Cambridge Associates•Boston, MA

5d•$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 lens 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 a proactive, strategic capability for serving taxable investors. The position will lead continued development of the firm’s tax-aware investing capability, incorporating tax considerations into research, evaluation, and due diligence. It will help refine frameworks for tax-efficient strategies, vehicles, and implementation; shape data, reporting, and monitoring capabilities; and develop clear, commercially relevant content for internal and client audiences. The role partners across investment research, private wealth, tax strategy, investment strategy, and private client teams, and helps build scalable research workflows, including appropriate use of AI-enabled tools and professional review. Success includes strengthening the firm’s ability to evaluate, recommend, and monitor tax-efficient managers and strategies; integrating tax considerations into taxable portfolio implementation; producing differentiated client-relevant content; and growing tax-aware investment capabilities and resources. The position offers a base salary range of $181,500–$246,800 and eligibility for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual salary placement depends on 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, collaboration, and credibility with senior investment professionals and private clients.
Demonstrated qualitative and quantitative analytical skills.
Ability to prioritize multiple requests for information while ensuring integrity, accuracy, completeness, and timeliness of work.

Responsibilities

Lead the 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, with a focus 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 ability to evaluate, recommend, and monitor tax-efficient managers and strategies.
Strengthen tax-aware frameworks for manager research and product evaluation and enhance the integration of tax considerations into taxable portfolio implementation.
Produce differentiated, client-relevant content on taxable investment topics and help grow the firm’s tax-aware investment capabilities and resources.