Private Client Investment MD — Portfolio Leader

Cambridge Associates LLC.; Town of Boston (NY); On-site; USD 295,000; Full time

Job summary

A leading global investment firm is seeking an experienced Investment Managing Director to oversee private client assets and drive investment strategy. This role focuses on client relationships and team management, requiring a minimum of 20 years of investment experience. The ideal candidate will have exceptional communication skills and a strong investment acumen. This position offers a competitive salary and bonus structure.

Benefits

Annual performance-based bonus

Comprehensive benefits package

Qualifications

• Minimum of 20 years of investment experience ideally at an investment firm.
• Exceptional communication and negotiation skills.
• Strong presence and ability to adapt to concerns expressed.

Responsibilities

• Lead investment team in creating diversified portfolios.
• Select and evaluate investment managers.
• Develop and implement investment objectives for complex portfolios.

Skills

Investment experience

Communication skills

Negotiation skills

Team management

Investment strategy

Education

BA/BS required, MBA or CFA preferred

Job description

A leading global investment firm is seeking an experienced Investment Managing Director to oversee private client assets and drive investment strategy. This role focuses on client relationships and team management, requiring a minimum of 20 years of investment experience. The ideal candidate will have exceptional communication skills and a strong investment acumen. This position offers a competitive salary and bonus structure.