Job Description Summary:Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates. Within the Private Client Practice, this role supports portfolios ranging from approximately $200 million to more than $7 billion and involves partnering with team members to construct and manage client portfolios while ensuring timely and effective communication with clients. Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Investment Directors are also expected to oversee and contribute to all aspects of client work, including analytical tasks, developing recommendations, supervising investment associates, preparing presentation materials, and assuming significant responsibility for client relationships through direct interaction and presentation of recommendations.
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
- Successfully obtain FINRA Series 3 license within 90 days of employment as condition of continued employment
Base salary range for this role:
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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.
