Managing Director, Private Wealth Portfolio Construction

3 weeks ago

Boston, United States Cambridge Associates Full time
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.

Cambridge Associates maintains offices in Boston; Arlington, VA; Beijing; Dallas; London; Hong Kong; Munich; New York; San Francisco; Singapore and Sydney. Cambridge Associates consists of five global investment consulting affiliates that are all under common ownership and control. For more information, please visit www.cambridgeassociates.com.

Position Overview

We are seeking to hire an experienced Managing Director who will work for the Chief Investment Officer ("CIO") while partnering with other team members to construct and manage client portfolios and communicate timely information to the team's clients. Opportunity to work with (and learn from) a long-tenured CIO in managing client portfolios that range in size from $150 million to >$4.5 billion.

The team functions as the dedicated investment office for 12 family offices in the U.S., Canada, Central America, and South America. They currently manage over $12 billion in client assets and have consistently delivered top decile/quartile returns. Given their focus on timely client engagement and efficient portfolio execution, they have grown organically through client referrals, as well as strong networks in the family office market. The team has a flat structure with clear roles and ownership of all investment and operating processes. Team members meet daily to discuss markets, investment themes, managers, and client portfolios, while staying focused on task/project delivery.

The team is guided by these objectives:
• Generate top decile/quartile investment performance
• Maintain high client satisfaction, as measured by 100% client retention
• Actively foster and facilitate enhancing our clients' networks and investment knowledge
• Develop the next generation of talent

RESPONSIBILITIES
• Strategic Planning and Business Building: Work in partnership with the team to build market awareness and develop our pipeline of $B families
• Relationship Management: act as senior spokesperson; be the executive at client, prospect, and manager meetings - set the stage and navigate relationships where they need to go
• Investing: Work in close partnership with team to manage client portfolios (thematic areas of focus, manager evaluation and monitoring, current exposures, liquidity levels, etc.)
• Business and team management: develop and execute on business plans, advocate resourcing and technology needs, mentor, coach, and develop talent on team

QUALIFICATIONS
• Ability to adapt quickly to the way the team works while contributing new ideas - it's about the team, not the individual
• Has a growth mindset of shared learning and shared resources, constantly seeking to improve and open to feedback not just for themselves but for the continual growth of others
• Holds oneself accountable - willing to put stake in the ground, with an opinion and view, but also open to others' challenging viewpoints
• Deep investment acumen and capital markets experience; has "touched the money"
• Commercially successful in building and retaining books of business
• Skilled at identifying and evaluating managers and building resilient relationships
• Exceptional communication and negotiation skills - able to break down complex concepts
• Highly experienced in managing outcomes which are net positive for both the client and the firm
• Self-starter - thrives in a fast-paced and demanding work environment
• Creative and strategic thinker

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