Senior Investment Director, Endowment and Foundation

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.

Job Description Summary:

Senior Investment Directors will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Investment Directors and Associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Senior Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Senior Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.

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:

Pay Range Maximum:

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.

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Worksite address

boston, MA, 02298, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.