MBA Investment Director Program

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 SPECIFICS Location of positions: Boston, MA Start date: July/August 2027 Required for application: Resume Office Requirement: Hybrid: on average Investment Directors are expected to be in the office 10-12 days per month Base Pay/Salary: $150,000 annual base salary Additionally, offer includes sign on bonus and you are eligible to participate in firm’s Annual Performance Bonus Program.

Job Description

Overview

OF INVESTMENT DIRECTOR ROLE 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 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.

Investment Directors work in one of three primary practice areas: Endowment & Foundation, Private Client and Retirement, Insurance & Government.

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 social responsibility 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 a 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
• Successfully obtain FINRA Series 3 license within 90 days of employment as condition of continued employment
• Base salary range for this role: Pay Range Minimum: 136600 Pay Range Maximum: 183000 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. Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. If you need a reasonable accommodation during your application process, please submit a request to HumanCapital@cambridgeassociates.com that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.