Skip to main content

This job has expired

Investment Director - Private Clients

Employer
Cambridge Associates
Location
Strand, Central London, United Kingdom
Salary
Competitive Salary
Closing date
May 11, 2021

View more

Job Role
Director/Board
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Cambridge Associates was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment ; Today, we provide investment management, financial planning and proprietary investment research to over 1,000 clients including nonprofit institutions, private clients (families), pension plans, and other large institutional ; The firm advises on all asset categories, including equities, credit, hedge funds, real assets, and private equity ; Our goal is to meet clients wherever they are in the investment process and create custom portfolios to meet each client's investment objectives. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research ; Committed to independence since our founding more than 40 years ago, we are motivated only by what is best for our clients. Cambridge Associates has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in 11 offices located in Beijing, Boston, Dallas, London, San Francisco, New York City, Singapore, Sydney, and Washington DC. We select our employees with great attention to their potential to become valuable members of a collegial, intelligent and hard-working team.Position OverviewThe private investment asset classes include venture capital, private equity, fund-of-funds, and real assets. Private Investments (PI) Investment Directors focus on three primary

responsibilities:
advising clients on their private investments; researching PI asset classes, products and investment managers in coordination with the research staff; and serving as a resource to the firm's other Investment Directors in establishing and monitoring clients PI programs. The investment director functions as a bridge between our client-facing and research efforts on private investments. Each investment director is responsible for multiple clients, in addition to being a resource to investment directors with other clients, which requires them to handle several projects at once.Investment Directors in the Private Client Practice are part of a team who services more than 200 private families advising on both taxable and charitable ; Our clients range in asset size from ~ $100 million to more than $10 billion and are located in over 35 countries worldwide.Job ResponsibilitiesDevelop, Implement, and Review Private Investments Programs: Investment Directors structure and implement diversified PI portfolios for ; They are responsible for working with clients who are initiating a new PI program, as well as with clients who are reviewing or restarting an established program. To assist clients in achieving a diversified PI portfolio, investment directors review the range of PI asset classes and construct the portfolio based on the program's desired risk/reward objectives, evaluate potential and current managers, and develop an appropriate forward investing ; On an ongoing basis, they regularly review the portfolio strategy and managers and recommend appropriate changes. Implementing a diversified PI portfolio is a multi-year process, thus Investment Directors must constantly review new managers in the market and monitor existing managers on an ongoing basis. Specific activities also include supervising investment associates, preparing presentation materials, and making presentations to ;
Participate in Private Investments Manager Research: Investment Directors also spend a significant amount of their time on manager ; This includes meeting with managers presenting in our offices, visiting managers in their offices (either with or without clients present), attending annual meetings, and attending managers presentations to ; In conjunction with the firm's Private Investments Research staff, investment directors contribute to due diligence reports and develop relationships with managers to help identify and access promising investment opportunities.
Function as an Internal Resource: Investment Directors serve as a resource to the broader staff on implementing and maintaining private investments programs for the firm's ; They also leverage internally conducted research to speak with other investment directors and write knowledgeably about the private investments market and managers.
Represent Cambridge Associates externally through marketing presentations as part of an investment team.QualificationsBA/BS required. An MBA or CFA strongly preferred
Appropriate knowledge and experience preferred, gained from work in a similar capacity at either a family office, large institutional investor (such as a pension fund or endowment), fund-of-funds, or at a private equity investment firm.
Demonstrated qualitative and quantitative analytical skills.
Excellent oral and written communication skills.
An ability to work independently and in teams.
This position will be based in London.
Proficiency one or more European languages preferred.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert