Investment & Operations Director

CAREERS THAT CHANGE THE WORLD

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

OUR CLIENTS

Cambridge Associates believes our clients come first.

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

OUR PEOPLE

Cambridge Associatesbelieves we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.

But enough about us. Tell us about YOU

• Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?
• Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
• Do you strive to work in an environment that encourages innovation and teamwork?
• Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
• Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundation in finance and investment, and build a long-term career development plan?
• Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
• Do you excel at: serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?

The Opportunity

Reporting to the Head of the Investment Strategy Office (ISO) and serving as an integral member of the department's leadership team, the Investment & Operations Director will 1. Work with colleagues to help clients meet or exceed their investment objectives and 2. Facilitate management of the ISO team and oversee the general operations of the department.

This is an outstanding opportunity for a strong people manager with investment and operational experience, and a proven track record of creative problem-solving and change management to join in a high-impact business unit at Cambridge Associates. The role is a hybrid position with expectations to spend about 50% of time in each functional area.

Responsibilities

Investments

• 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 client team members, which includes training and mentoring needs, performance reviews, and career development.

ISO Operations

• Support the Head of ISO and other key members of ISO's leadership team on financial planning, budgeting, staffing, and other resource priorities.
• Contribute to the development of ISO's goals and objectives as well as the overall management of the business unit.
• Maintain continuous lines of communication, keeping the Head of ISO informed of all critical issues and communicating essential information to inter-department teams, investment teams, practice operational teams, and other staff as necessary.
• Provide analytical and project management support to ISO's leadership team.
• Collaborate with other COO's involved in Global Investment Leadership Team and Executive Leadership Team on projects, communications, and strategic support.

Team Development

• Partner with ISO's Human Capital Business Partner (HCBP) on recruiting efforts, training opportunities, employee relations issues, etc.
• Serve as day to day sounding board for team members, using judgement to provide guidance and elevate feedback and thematic developments.
• Partner with the Head of ISO, HCBP and ISO leadership team to coordinate, collect feedback and aggregate individual and team performance information. May be asked to participate in department calibration meetings/talent reviews.

Qualifications

• BA / BS degree required; an MBA or CFA and/or CPA is preferred.
• Appropriate investment knowledge and experience, gained from work at an investment firm or large institutional investor, or a family office.
• Proven track record of success facilitating progressive organizational change.
• Excellent judgment and creative problem-solving skills including conflict resolution.
• Strong mentoring and coaching experience to a team with diverse levels of expertise.
• Self-reliant, good problem solver, results-oriented.
• Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical initiatives.
• Exceptional written, verbal, interpersonal, and presentation skills and the ability to effectively interface with senior management, department leadership, and staff.
• Willingness to travel as needed.
• Must be eligible to work in the US without sponsorship or restriction now or in the future.
  
  Want to learn more?
• Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
• Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
• Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
  
  EQUAL OPPORTUNITY EMPLOYMENT
  
  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.