- Portfolio Management
- Communication Skills
- Organizational Skills
- Relationship Management
- Investment Experience
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, Senior Investment Directors and associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. 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. Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.
Investment Directors work in one of three primary practice areas: Endowments & Foundations, Pensions, and Private Clients.
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
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 networking groups to help shape our community and promote corporate citizenship
MBA with record of high academic achievement
3-5 years of relevant work experience; gained from work at an investment firm or a large institutional investor and/or graduate course work focused on capital markets
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
Cambridge Associates is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work and result in a more satisfying client experience.
OVERVIEW OF CAMBRIDGE ASSOCIATES
Cambridge Associates is a leading global investment firm and aims to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates.
Cambridge Associates has a team of more than 1,200 professionals across ten offices located in Arlington, Beijing, Boston, Dallas, London, New York, Menlo Park, San Francisco, Singapore and Sydney. Ours is a long-term business with long term client relationships. Working with some of the world’s most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve; and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
CAMBRIDGE ASSOCIATES’ GLOBAL INVESTING PRACTICE AREAS
Cambridge Associates’ global investing services is segmented into three primary practice areas to deliver a range of services to over 900 clients across more than 40 countries. The practice areas include Endowments & Foundations, Pensions and Private Clients.
Endowments & Foundations
The Endowments & Foundations practice helps colleges, universities, foundations, healthcare organizations, and other non-profit organizations generate outperformance so they can maximize their impact on the world. Investment teams service over 560 clients ranging in assets from under $100 million to more than $10 billion. Within this practice area, there are nearly 100 Investment Directors working across the globe to support our clients.
Cambridge Associates has worked with endowments and foundations for more than 40 years, and we’re proud to be associated with so many institutions that are making the world a better place. Our Investment Directors understand the investment challenges non-profit investors face and believe that every institution is different. Our investment teams work to understand each client’s needs and to build a customized portfolio, aligning the portfolio with each client’s long-term investment objective, risk tolerances, liquidity needs and other enterprise considerations.
The Pensions practice serves as a fiduciary partner to owners of complex asset and liability pools such as corporate, public, and union retirement plans as well as healthcare organizations. This practice also works with large international pools of capital, such as insurance companies and sovereign wealth funds, to deliver risk-appropriate investment solutions, create effective governance structures, and oversee alternative assets mandates. Investment teams service over 130 clients with a wide range of asset sizes. Within this practice area, there are nearly 40 Investment Directors servicing clients located in the U.S., Europe, Middle East and Asia Pacific.
Cambridge Associates has more than 40 years’ experience in managing pension portfolios, and we understand the complex challenge plan sponsors face. Applying this knowledge on our clients’ behalf, our Investment Directors focus on maximizing results for each valuable unit of risk and capital. Our investment teams think holistically, managing the interaction of risk hedging and growth portfolios to optimal effect and leveraging our firm’s full resources to help secure plan success.
The Private Clients practice serves as an independent voice and trusted investment partner to wealth owners and family offices of institutional scale to meet their investment goals and fulfill their legacies. Investment teams service over 220 clients, advising on both taxable and charitable assets, ranging in asset size from under $100 million to more than $10 billion. Within this practice area, there are nearly 50 Investment Directors working with clients located in over 35 countries worldwide.
Cambridge Associates’ private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, our Investment Directors work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. Our investment teams aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.