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 investmen…
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 investmen…
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 investmen…
Skills: Data Processing, Data Reconciliation, Quality Control, Investment Data Management, Microsoft Excel
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 investmen…
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 investmen…
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 investmen…
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 investmen…
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 investmen…
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 investmen…
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 investmen…
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 investmen…
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 investmen…
Skills: Quantitative Research, Qualitative Research, Due Diligence, Financial Analysis, Business Writing
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 investmen…
Skills: Qualitative Research, Quantitative Analysis, Due Diligence, Financial Modeling, Business Writing
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 investmen…
San Francisco, California, United States · On-site
$80k–$89k/yr
Entry level
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 investmen…
Skills: Venture Capital Analysis, Growth Equity Analysis, Due Diligence, Financial Modeling, Quantitative Analysis
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 investmen…
Skills: Strategic Human Capital Leadership, Employee Relations, Performance Management, Organizational Design, Change Management
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 investmen…
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 investmen…
San Francisco, California, United States · On-site
$80k–$89k/yr
Entry level
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 investmen…
Skills: Venture Capital Analysis, Growth Equity Analysis, Due Diligence, Financial Modeling, Quantitative Analysis
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 investmen…
Lead an investment team in constructing and managing diversified portfolios for ultra-high net worth private clients. Drive investment strategy, manage client relationships, and partner with business development teams to acquire new clients.
Requirements
Requires a minimum of 20 years of investment experience and a strong network within the family office community. A bachelor's degree is required, while an MBA or CFA is strongly preferred.
Full job description
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:
POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. Client portfolios range in size from $100 million to several billion dollars. Our investment teams function as the non-discretionary or discretionary investment manager for families in multiple jurisdictions throughout the US. They are guided by these objectives: · Generate top decile/quartile investment performance · Maintain high client satisfaction · Develop the next generation of talent The Managing Director will serve as a senior investment leader on the team, responsible for day-to-day oversight of investment portfolios, team management, and client engagement. Focus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. The Managing Director is also responsible for the management and development of the broader investment team. In addition to their work with existing clients, the Managing Director will partner with Global Client Solutions to pursue new client relationships. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members.
Job Description:
RESPONSIBILITIES
Lead investment team in creating and developing diversified portfolios to meet customized client objectives
Select and evaluate investment managers for all asset classes
Work with and present directly to clients; develop robust relationships with sophisticated clients, GPs, and centers of influence
Develop and implement investment objectives, policies, and asset allocations for complex portfolios and trust structures
Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement
QUALIFICATIONS
BA/BS required. An MBA or CFA strongly preferred
Minimum of 20 years of investment experience ideally at an investment firm, a large institutional investor, or family office
Well-developed network in the family office community
Exceptional communication and negotiation skills with clients – ability to break down complex concepts, strong presence, careful listening, ability to adapt in the moment to concerns expressed, conviction articulating a path forward
Deep investment acumen and capital markets experience; skilled at identifying and evaluating managers and building resilient relationships
Commercially successful in building and retaining books of business
Boston or New York; Boston preferred
Base salary range for this role:
Pay Range Minimum:
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Pay Range Maximum:
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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.
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.
We aim to help our clients achieve their investment goals and maximize their impact on the world.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1973
Headquarters
Boston, MA
LinkedIn followers
76,366
We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world.
With 50+ years of investing experience, we have helped shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.
Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. With over 1,400 employees, we select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
Follow us for investment research, trending events, and career openings.
Offices: 115 Federal Street, Suite 2600, Boston, MA 02110, US · 950 N Glebe Rd, Suite 200, Arlington, Virginia 22203, US · 128 Beach Road, #24-03, Singapore, 189773, SG · 62 Buckingham Gate, London, England SW1E 6AT, GB · 437 Madison Ave, 39th Floor, New York, New York 10022, US
We aim to help our clients achieve their investment goals and maximize their impact on the world.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1973
Headquarters
Boston, MA
LinkedIn followers
76,366
We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world.
With 50+ years of investing experience, we have helped shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.
Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. With over 1,400 employees, we select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
Follow us for investment research, trending events, and career openings.
Offices: 115 Federal Street, Suite 2600, Boston, MA 02110, US · 950 N Glebe Rd, Suite 200, Arlington, Virginia 22203, US · 128 Beach Road, #24-03, Singapore, 189773, SG · 62 Buckingham Gate, London, England SW1E 6AT, GB · 437 Madison Ave, 39th Floor, New York, New York 10022, US