Investment Director Blog Post - Allocator Jobs : Job Details

Cambridge Associates has $389 billion in assets under advisement, of which roughly $30 billion is managed for clients on a discretionary basis. Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Details below.

Investment Directors will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Senior Investment Directors, and associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate the performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.

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.