Promotion Eligibility

• Proficiency in skills and expectations of the Senior Investment Associate Role
• Must apply for position; contingent on business need and skillset
• Demonstrate a commitment to a career in investments at Cambridge Associates, with advanced understanding and application of relevant investment content as a generalist and/or asset class specialist
  

Job Description
The Associate Investment Director position is the first step on the Investment Director path. Associate Investment Directors work with colleagues to help clients meet or exceed their investment objectives. This typically includes developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Associate Investment Directors also conduct due diligence on investment opportunities, select or recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. They typically interact directly with the investment committee of Boards of Trustees, Investment Committees, or Chief Investment Officers of institutions.

Key Requirements

Investment Knowledge & Application

• Participate in creation and development of diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs of client
• Demonstrate foundational knowledge of core investment concepts, principles and asset classes as well as knowledge of managers within client portfolios
• Beginning to build a personal investment philosophy and test ideas/learning with investment teams

Analytical Skills & Storyboarding

• Develop and oversee or complete analyses to inform decision making by the internal team and client
• Partner with Investment Directors to determine topics to be addressed providing input on the agenda and overseeing the development of materials to support those topics
• Partner with Investment Directors in creation of manager due diligence and evaluation
• Knowledge of quantitative models and resources, and communicates analytical problems and solutions effectively

Teamwork, Collaboration, and Management

• Provide support to one or more of the firm’s Managing Directors who lead large and complex client relationships
• Effectively manage workflow of internal client teams, collaborating with Investment Directors, delegating appropriately to Associates and Analysts, and ensuring high quality deliverables and clear communication between all members of client teams
• Develop and manage timelines for Associate and Analyst team members, while contributing to projects and due diligence when capacity allows
• Oversee operational aspects of client relationships by collaborating with respective onboarding specialists, portfolio coordinators and/or client operations members
• Show a commitment to others’ professional development, providing support, training, mentorship, and feedback to Analysts and Associates on investment team

Communication and Client Relationship Skills

• Work directly with the investment committees, trustee boards or the Chief Investment Officers of our clients
• Field operational and execution-oriented questions
• Independently interact and present recommendations and establish rapport with clients
• Exhibit proficiency in verbal and written communication skills, reflected in client materials, manager due diligence, memos, and in email exchanges with clients
• Participate in business development preparation and pitches as part of intact team