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:
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.
Job Description:
The Opportunity
We seek a talented individual to join our Retirement, Insurance, and Government practice as a
Senior Investment Director. This role will be an important part of a dynamic team dedicated to
helping clients meet or exceed their investment objectives through thoughtful portfolio
construction, rigorous manager evaluation, and high-quality client service.
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
Qualifications
- BA/BS required; MBA or CFA strongly preferred
- 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
- Familiarly with liability-aware investing is preferred, but not required
- 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
EQUAL OPPORTUNITY EMPLOYMENT
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.
Base salary range for this role:
Pay Range Minimum:
181500
Pay Range Maximum:
246800
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.
