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Jobs at Cambridge Associates (Now Hiring) — 36 open

Cambridge Associates logoCambridge Associates

Investment Managing Director, Private Clients

Boston, Massachusetts, United States · On-site

Senior+

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: Investment Portfolio Management, Asset Allocation, Investment Manager Selection, Client Relationship Management, Risk Management

Cambridge Associates logoCambridge Associates

Investment Analyst

Milan, Lombardy, Italy · Hybrid

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: Quantitative Analysis, Qualitative Analysis, Market Research, Financial Reporting, Portfolio Assessment

Cambridge Associates logoCambridge Associates

Investment Operations Analyst, Client Data

Arlington, Texas, United States · On-site

$61k–$79k/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: Data Processing, Data Reconciliation, Quality Control, Investment Data Management, Microsoft Excel

Cambridge Associates logoCambridge Associates

Associate, Portfolio Compliance

Boston, Massachusetts, United States · On-site

$67k–$87k/yr

Mid 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: Portfolio Compliance, Investment Policy Analysis, Microsoft Excel, Quantitative Analysis, Analytical Skills

Cambridge Associates logoCambridge Associates

Senior Client Director

Dallas, Texas, United States · On-site

$182k–$247k/yr

Senior+

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: Relationship Management, Business Development, Investment Consulting, Strategic Leadership, Client Retention

Cambridge Associates logoCambridge Associates

Staff Accountant

Boston, Massachusetts, United States · On-site

$67k–$87k/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: US GAAP, Account Reconciliation, Journal Entries, Fixed Asset Accounting, Financial Reporting

Cambridge Associates logoCambridge Associates

Staff Accountant

Boston, Massachusetts, United States · On-site

$67k–$87k/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: US GAAP, Account Reconciliation, Journal Entries, Fixed Asset Accounting, Financial Reporting

Cambridge Associates logoCambridge Associates

Associate, Private Client

Boston, Massachusetts, United States · On-site

$67k–$87k/yr

Mid 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: Project Management, RFP Coordination, Business Development, Client Relationship Management, Proposal Writing

Cambridge Associates logoCambridge Associates

Associate, Portfolio Implementation Management

Boston, Massachusetts, United States · On-site

$77k–$101k/yr

Mid 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: Portfolio Operations, Problem Solving, Analytical Skills, Organizational Skills, Project Management

Cambridge Associates logoCambridge Associates

Associate, Private Client

Boston, Massachusetts, United States · On-site

$67k–$87k/yr

Mid 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: Project Management, RFP Coordination, Business Development, Client Relationship Management, Proposal Writing

Cambridge Associates logoCambridge Associates

Associate, Portfolio Implementation Management

Boston, Massachusetts, United States · On-site

$77k–$101k/yr

Mid 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: Portfolio Operations, Problem Solving, Analytical Skills, Organizational Skills, Project Management

Cambridge Associates logoCambridge Associates

Investment Analyst, Private Equity

Boston, Massachusetts, 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: Quantitative Research, Qualitative Research, Due Diligence, Financial Analysis, Business Writing

Cambridge Associates logoCambridge Associates

Investment Analyst, Private Equity

Boston, Massachusetts, 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: Qualitative Research, Quantitative Analysis, Due Diligence, Financial Modeling, Business Writing

Cambridge Associates logoCambridge Associates

Associate Director, Sales Enablement

Boston, Massachusetts, United States · On-site

$102k–$137k/yr

Senior

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: Sales Enablement Strategy, Content Development, Platform Governance, Cross-functional Collaboration, Writing and Editing

Cambridge Associates logoCambridge Associates

Investment Analyst, Venture Capital

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

Cambridge Associates logoCambridge Associates

Human Capital Business Partner

Boston, Massachusetts, United States · On-site

$112k–$151k/yr

Senior

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

Cambridge Associates logoCambridge Associates

Fund Solutions, Senior Tax Associate

Boston, Massachusetts, United States · On-site

$81k–$106k/yr

Senior

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: Tax Compliance, K-1 Compilation, Tax Workpaper Review, Private Equity Tax, Hedge Fund Tax

Cambridge Associates logoCambridge Associates

Fund Solutions, Senior Tax Associate

Boston, Massachusetts, United States · On-site

$81k–$106k/yr

Senior

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: Tax Compliance, K-1 Compilation, Tax Workpaper Review, Private Equity Tax, Hedge Fund Tax

Cambridge Associates logoCambridge Associates

Investment Analyst, Venture Capital

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

Cambridge Associates logoCambridge Associates

Treasury Specialist

Boston, Massachusetts, United States · On-site

$70k–$91k/yr

Mid 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: Cash Management, Treasury Operations, Payment Execution, Cash Forecasting, Bank Account Administration

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Showing 1–20 of 36

Cambridge Associates logo

Investment Managing Director, Private Clients

Cambridge Associates

Boston, Massachusetts, United States • On-site

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Senior+

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  • Full-time
  • bachelor degree, postgraduate degree
  • Annual Performance-Based Bonus, Comprehensive Competitive Benefits Package
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

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:

0

Pay Range Maximum:

0

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.

Related keywords

Investment ManagementPrivate ClientsFamily OfficeAsset AllocationCFAMBAPortfolio ConstructionDiscretionary ManagementNon-Discretionary ManagementCapital MarketsInvestment ConsultingUltra-High Net WorthRisk ManagementBusiness DevelopmentInvestment Performance

About Cambridge Associates

LinkedInVisit site

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

Private InvestmentsOCIOGlobal Investment ResearchInstitutional Investingand Portfolio Management ServicesFinanceService IndustryFunding PlatformFinancial ServicesVenture Capital
View all jobs at Cambridge Associates

About Cambridge Associates

LinkedInVisit site

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

Private InvestmentsOCIOGlobal Investment ResearchInstitutional Investingand Portfolio Management ServicesFinanceService IndustryFunding PlatformFinancial ServicesVenture Capital
View all jobs at Cambridge Associates

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