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Cambridge Associates

Global investment advisory and portfolio construction

Senior Investment Director - Retirement, Insurance & Govt

Asset ManagementPosted on Nov 11
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 10 years of relevant experience in a related role or broader industry is required.
  • Experience presenting complex topics to clients with varying levels of sophistication across traditional and alternative asset classes is required.
  • The ability to work effectively in a team environment, including experience mentoring junior colleagues, is required.
  • The ability to manage competing priorities and adapt effectively as needs evolve is required.
  • Strong analytical, technical, project management, and communication skills are required, including proficiency with Excel, Word, PowerPoint, and exposure to proprietary systems.
  • The candidate must successfully obtain a FINRA Series 3 license within 90 days of employment as a condition of continued employment.

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 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 and 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.

Desired Qualifications

  • An MBA is strongly preferred.
  • Familiarity with liability-aware investing is preferred but not required.

About the Company

Cambridge Associates

Global investment advisory and portfolio construction

Cambridge Associates is a global investment firm that builds bespoke investment portfolios for institutional clients (endowments, foundations, pensions) and private clients (family offices and private individuals). It delivers advisory services and asset class mandates, leveraging a network of managers to guide asset allocation, portfolio construction, and manager selection. Revenue comes from advisory fees and management fees for investment services. The firm differentiates itself by combining global research resources with personalized, boutique client service, with a strong track record in alternative and private investments. It emphasizes long-term outcomes and maintains a high client retention rate across 11 offices worldwide. The goal is to help clients achieve their long-term financial objectives through tailored portfolios and access to a broad range of investment strategies, including alternatives.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
1973

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