Senior Investment Director

Cambridge Associates

$181K — $246K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS required; MBA or CFA strongly preferred
  • At least 10 years of relevant experience in related roles
  • Intellectually curious and self-motivated
  • Experience presenting to clients across asset classes
  • Familiarity with liability-aware investing preferred
  • Proven ability to mentor junior colleagues
  • Strong analytical and communication skills.

Responsibilities

  • Construct diversified portfolios for sophisticated clients
  • Evaluate managers across various asset classes
  • Communicate investment recommendations to clients
  • Prepare analysis and materials for discussions
  • Contribute to team efforts across multiple domains
  • Mentor and oversee junior colleagues

Benefits

  • Annual performance-based bonus eligibility
  • Comprehensive benefits package
  • Dynamic and collegial team environment
  • Opportunity for professional growth and career development
Full Job Description

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

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.

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