Senior Investment Director, Endowment & Foundation

Join to apply for the Senior Investment Director, Endowment & Foundation role at Cambridge Associates

Join to apply for the Senior Investment Director, Endowment & Foundation role at Cambridge Associates

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 out performance 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

Job Description

Summary:

Investment Directors partner with team members to construct and manage client portfolios, helping them to 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 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.

• Support Investment Directors in the management of client portfolios and relationships
• Global Markets and Investment Managers:
  Stay abreast of market developments, actions, and changes to develop a view on how client portfolios should be positioned and the impact of market actions (both positive and negative) to client’s portfolios. Conduct manager due diligence as needed.
• Provide input to Client/Prospect Portfolio construction:
  Understand implications of client’s spending, enterprise and specific circumstances to model recommendations for asset allocation and portfolio construction. Provide input to investment decisions (thematic areas of focus, portfolio construction guidelines, current exposures, liquidity levels etc.)
• Monitor Client Portfolios:
  For liquidity, sector and geographical exposures, currency, and asset class weights – develop insights from this process to drive recommendations and decisions
• Projects:
  Lead investment related projects that have direct impact on strategic asset allocation decisions. Additionally, storyboard and lead projects related to ad-hoc client questions and requests
• Effectively communicate to clients through strong written and verbal communications:
  Communicate recommendations to clients (and prospects) in a concise, transparent and intuitive manner that is appropriate for audiences of varying investment expertise. Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
• Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
• Team Management:
  Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development, and daily oversight to ensure high quality deliverables.

• BA/BS required. An MBA or CFA strongly preferred
• 6-10 years of investment experience gained from…