seeking a Senior Investment Director in Global Investment Research, to help build and scale the firm’s tax-aware investment capabilities for private clients and family offices. Sitting at the intersection of manager research, investment strategy, portfolio implementation, and client-facing content, this role will bring a tax lens to manager and product evaluation, taxable portfolio strategy, and investment communications. The Senior Investment Director will help strengthen the firm’s approach to tax-aware products and strategies and advance a more proactive and strategic capability for serving taxable investors.
Job Description:
Cambridge Associates is seeking a Senior Investment Director in Global Investment Research, to help build and scale the firm’s tax-aware investment capabilities for private clients and family offices. Sitting at the intersection of manager research, investment strategy, portfolio implementation, and client-facing content, this role will bring a tax lens to manager and product evaluation, taxable portfolio strategy, and investment communications. The Senior Investment Director will help strengthen the firm’s approach to tax-aware products and strategies and advance a more proactive and strategic capability for serving taxable investors.
Key Responsibilities
- Lead the continued development of Cambridge Associates’ tax-aware investing capability, including priorities, frameworks, and practical operating approaches.
- Incorporate tax considerations into manager research, product evaluation, and due diligence processes, with a focus on taxable investor applicability.
- Continue to refine and build frameworks for assessing tax-efficient strategies, vehicles, and implementation approaches.
- Help shape the data, reporting, and monitoring capabilities needed to support tax-sensitive investment oversight and decision-making.
- Develop clear, commercially relevant investment content and communications related to tax-aware investing for internal and client-facing audiences.
- Serve as a cross-functional partner to align perspectives and strengthen the firm’s approach to taxable investors, comfortably operating in a build phase, shaping frameworks and processes, and working across teams.
- Help develop structured, scalable research workflows that support consistent analysis, including appropriate use of AI-enabled tools and professional review.
- Partner collaboratively with Global Investment Research, Private Wealth Strategies (including Tax Strategy), Investment Strategy, and Private Client teams to achieve the objectives of this role.
Success in the Role
- Supporting and increasing the firm’s existing expertise and ability to evaluate, recommend, and monitor tax-efficient managers and strategies.
- Strengthening the firm’s tax-aware frameworks for manager research and product evaluation.
- Enhancing the continued integration of tax considerations into taxable portfolio implementation.
- Producing differentiated, client-relevant content on taxable investment topics.
- Helping the firm continue to grow its tax-aware investment capabilities and resources in proactive and scalable directions.
Qualifications
- 8-10 years of relevant investment experience
- Deep interest in tax-aware investing, taxable portfolio construction, and tax-sensitive manager evaluation.
- ·Experience in manager research, taxable portfolio advice, or a related field.
- Strong communication skills, collaboration, and credibility with senior investment professionals and private clients will be important.
- Demonstrated qualitative and quantitative analytical skills.
- Ability to prioritize multiple requests for information while ensuring integrity, accuracy, completeness, and timeliness of work.
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.
