Senior Investment Director
About The Position
Cambridge Associates is a privately held independent investment firm with over $650B in AUA servicing clients worldwide from our 13 global offices. For more than 50 years, Cambridge Associates has advised foundations, endowments, private clients, pensions, government agencies, insurance groups, sovereign wealth funds and healthcare institutions on constructing, managing, and overseeing their investment assets. The firm was founded in 1973 to serve as an external research arm to educational endowments, and our investment advisory practice grew out of this solid research foundation. Today the firm delivers a range of services across asset classes, including investment advising, discretionary portfolio management, research and investment tools, and performance monitoring. Our investment teams understand how to identify and evaluate global investment opportunities and recommend investment strategies that recognize specific operating and governance issues that institutions face. We select our colleagues with great attention to their potential to become a valuable member of a collegial, intelligent and hard-working team.
Requirements
- BA/BS required
- At least 10 years of relevant experience in related role or broader industry
- Intellectually curious, self-motivated, and eager to build experience across investments and commercial activities
- Experience presenting complex topics to clients with varying levels of sophistication across both traditional and alternative asset classes
- Demonstrated ability to work effectively in a team environment, including experience mentoring junior colleagues
- Ability to manage competing priorities and adapt effectively as needs evolve
- Strong analytical, technical (Excel, Word, PowerPoint, proprietary systems exposure), project management, and communication skills
- Comfortable working both independently and as part of a team
Nice To Haves
- MBA or CFA strongly preferred
- Familiarly with liability-aware investing is preferred, but not required
Responsibilities
- Construct diversified portfolios with varying investment objectives, policies, and strategic asset allocation strategies in partnership with senior team members for a sophisticated client base
- Evaluate investment managers across a broad range of asset classes, including public equity, fixed income, private investments, and alternative strategies
- Communicate directly with client in-house investment staff, investment committees, and boards to develop and present investment recommendations and decisions through clear, high-quality materials
- Prepare analysis, lead and review the preparation of materials for internal discussions and external client meetings
- Contribute to team efforts across investment strategy, portfolio management, manager research, marketing, team strategy and business development
- Mentor and oversee junior colleagues in their career development
Benefits
- annual performance-based bonus
- comprehensive, competitive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
