2,853 Investment Director jobs in the United States

Overview

Therole of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

Responsibilities

• Contribute to the AUM growth of L&Gs investment management business by introducing the firms global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients, fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

Qualifications

• Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies.
• Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 7 years of experience in the financial services industry, with at least 5 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener.

Salary Range

$145,000 - $175,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicants education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include:supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Join to apply for the Investment Director role at L&G Asset Management, America

Overview

The role of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

Overview

The role of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

Responsibilities

• Contribute to the AUM growth of L&Gs investment management business by introducing the firms global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients, fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month
  
  

Qualifications

• Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies.
• Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 7 years of experience in the financial services industry, with at least 5 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener.
  
  

Salary Range

$145,000 - $75,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicants education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

Seniority level

• Seniority level Director

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Investment Management

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As a not-for-profit organization, Mass General Brigham (MGB) is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, MGB supports a complete continuum of care including community and specialty hospitals, a managed care organization, a physician network, community health centers, home care and other health-related entities. Several of our hospitals are teaching affiliates of Harvard Medical School, and our system is a national leader in biomedical research.
Investment Office General Overview
Mass General Brigham's Investment Office manages more than $25 billion for MGB, invested primarily via partnerships with third party investment management firms. Strategies in the portfolio include private equity, venture capital, long-only equities, long/short equities, and real assets investments. Our goal is to generate excellent long-term risk adjusted returns to support MGB's mission to improve the lives and health outcomes of patients globally.
The Investment Office offers a collaborative, team-oriented environment. We strive to be nimble in our pursuit of exceptional investment opportunities, as well as our support of world-class investment partners. This is a hybrid position based in Boston/Somerville, MA.

Investment Director Job Description

The Investment Office is looking to hire an Investment Director to join our generalist investment team. This position offers a unique opportunity to have an outsized impact on a $25+ billion investment portfolio serving the long-term operations of a renowned healthcare institution.

We employ an endowment-style approach to investing, in which we partner with external investment managers to access the most attractive investments globally. Our work entails underwriting both these managers and the assets in their portfolios. MGB's long-duration capital, scaled capital base, partnership-oriented approach, and mission make us an attractive collaborator for managers who share our time horizon and values.

The Investment Office offers a collaborative and meritocratic environment in which all members of our investment staff sit on our internal investment committee. We have the privilege of working with many exceptional investment organizations; you will grow as an investor through your interactions with these groups, as well as your first-hand engagement in our decision-making processes.

Investment staff members travel domestically and internationally to evaluate new and evolving opportunity sets, meet managers, and visit companies. You will lead and co-lead diligence processes and make investment recommendations, work that entails both rigorous analytics and creative thinking. In addition, all investment staff members are engaged in portfolio management decisions and have opportunities to present our work to our Investment Committee. You will help us refine and evolve our investment strategy as the investment universe evolves, too.

We are a small team, which requires us to be nimble and roll up our sleeves to tackle novel challenges. Successful hires will have long-term career progression opportunities on our team. We take mentorship seriously and are excited to support talented, dedicated teammates in their career goals.

Investment Director responsibilities include, but are not limited to:

• Identify investment niches, themes, and network nodes that could lead to compelling new investment opportunities

• Collaborate with colleagues to underwrite investments; this work includes evaluating both investment managers and the assets in their portfolios

• Sit on our internal investment committee

• Author white papers to help us refine our strategy and processes

• Successful Investment Directors earn progressive levels of responsibility around manager relationships and monitoring, with promotion opportunities to Managing Director

• Candidates must be willing to work a hybrid schedule from MGB's Somerville, MA (Boston area) office, as well as travel domestically and internationally

Investment Director Qualifications

• Strong interest in investing; excited to work across investment asset classes and geographies

• Energetic, positive, can-do attitude; highly collaborative and team-oriented

• Entrepreneurial mindset; willing to play both leading and supporting roles in diligence efforts

• Inspired to support a mission-driven organization; dedicated to representing MGB's best interests and acting with unquestionable ethics at all times

• Curious and analytical; excited by new challenges

• Exceptional oral and written communication skills

• Strong relationship management abilities

• Bachelor's degree or higher with excellent academic credentials

• Prior work experience in analytical field; investment experience (in any area) preferred

• This role is best suited to candidates with at least 4 years of work experience

Mass General Brigham Incorporated is an Equal Opportunity Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. #J-18808-Ljbffr

**Job Description:**
_Investment Director, 3M Ventures_
**Collaborate with Innovative 3Mers Around the World**
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with 60,000 other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.
**The Impact You'll Make in this Role**
As a Investment Director, in 3M Ventures you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
+ Leading 3M venture investments aligned with areas of strategic interest across 3M's broad set of businesses
+ Managing the entire investment process, as needed, including mapping investment trends, developing investment themes, building, sourcing and maintaining a pipeline of relevant investment opportunities, conducting due diligence and valuation analysis, to pitching deals to the Ventures Investment Committee, closing deals, and managing portfolio companies and board observer roles post- investment
+ Leveraging investment experience to coach and lead a team of investment managers
+ Working closely with business and technical leaders to develop collaboration plans that provide value to 3M and partner companies, while forming trusted relationships with senior decision makers that enable effective communication and alignment around critical business decisions related to our projects
+ Developing creative and highly tailored deal structures and processes that result in optimal solutions for unique project objectives
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start)
+ Five (5) years of active CVC/VC experience or business development and partnership experience in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
+ Experience in deep tech field
+ MBA, or undergraduate or higher degree in engineering or technical field
+ Entrepreneurial, business management, strategy, consulting, investment banking or business development experience, including strong knowledge of finance and various valuation techniques
+ Experience as a board member or board observer for a venture-backed startup
+ Strong negotiation skills, with the ability to effectively engage directly with target company senior management
**Work Location: On site in Maplewood MN or San Francisco CA**
**Travel: May include up to** **25% domestic and international based on projects**
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only:The expected compensation range for this position is $228,040 - $278,715, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: Faith Posting Date Range 08/19/2025 To 09/18/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here ( , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising.

Responsibilities:

• Contribute to them AUM growth of L&Gs investment management business by introducing the firms global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies in the Midwest
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of
• Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

Qualifications:

• Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies
• Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 10 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets,
  index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus.
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener

Salary Range:

$175,000 - $225,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicants education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE:

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

Apply Here

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Firm Overview:

Cambridge Associates (CA) is a leading global investment firm. CAs 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.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .

Position Summary:

Cambridge Associates Credit Investment Group (CIG) is responsible for all fixed income and credit-related investment strategies on a global basis. This spans private credit, credit hedge fund, and public investment grade and non-investment grade funds. Fund strategies include asset classes such as investment-grade, leverage loan and high-yield bond funds; credit and distressed hedge funds; and direct lending, mezzanine, distressed and other specialty credit strategies executed through private funds. In addition to identifying compelling manager, fund and market investment opportunities, the CIG also works directly with other Investment Directors and clients in constructing, implementing and managing credit portfolios.

The Investment Director will have an integral role collaborating with the groups Managing Directors while providing leadership and direction to the Investment Associates. The Investment Director will primarily focus on Private Credit and either lead or assist in (i) identifying market themes and investor trends(ii) identifying and monitoring a range of sub strategies within Private Credit including hosting manager meetings and conducting comprehensive due diligence; (iii) acting as an expert resource for the firms investment professionals for credit-related inquiries and (iv) coordinating various other activities related to the CIG. The position will be based in Boston, MA.

Key Responsibilities:

In collaboration with other members of the Credit Investment Group, develop opinions on private credit landscapes including all sub-strategies such as Direct Lending, Credit Opportunities, Specialty Finance, and Special Sits/Distressed, through continuous qualitative and quantitative research and analysis. Articulately share and communicate these perspectives throughout the firm internally and externally.

Develop a deep understanding of the relationship between public credit markets and private credit offerings. Be able to compare and explain the trends in public and private credit markets.

Actively evaluate and monitor investment managers to source new investment ideas. Lead meetings with general partners, portfolio managers, and other senior personnel, and attend annual meetings and industry conferences. Compose summaries and commentaries of manager meetings.

Conduct in-depth investment due diligence on private credit managers through in-person meetings, onsite interviews, reference checks, performance analytics, and independent critical analysis. Assess funds in terms of organization, investment strategy, performance, fund terms, portfolio construction, and other key attributes, and develop a cogent opinion/recommendation of the opportunity. Prepare written reports for use internally and externally which provide colleagues and clients information and a basis for investment decisions.

Serve as an informed, trusted resource to colleagues and clients seeking views and ideas on the private credit landscape including i) the risk return profiles of various sub strategies; ii) comparisons with fixed income products and other asset classes both private and public; iii) the global macro trends affecting credit; and iv) fund managers across the private credit space.

Qualifications:

BA/BS required; MBA or CFA strongly preferred

Relevant investment experience; understanding of credit asset classes and markets; familiarity with the manager universe preferred; appropriate investment knowledge and experience gained from work at an investment firm or institutional investor

Demonstrated analytical skills and strong written and oral communication skills

Demonstrated relationship-building skills and work in a team-oriented setting

Exceptional organizational and project management skills; ability to work on multiple projects independently, as part of a team, and under time constraints; ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

The base salary range for this role is $135,400 to $181,500. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

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.

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FIRM OVERVIEW

Cambridge Associates (CA) is a leading global investment firm. CAs 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 .

POSITION OVERVIEW

We are seeking to hire an Investment Director who will work for the Co-Chief Investment Officers (CIOs) while partnering with other team members to construct and manage client portfolios and communicate timely information to the teams clients. Opportunity to work with (and learn from) a team in the Private Client Practice managing client portfolios that range in size from $200 million to >$ 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 16 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 stayingfocused 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

Support Co-CIOs and Investment Directors in the management of client portfolios and relationships

Global Markets and Investment Managers: Stay abreast of market developments, actions, and changes to develop a view on how client portfolios should be positioned and the impact of market actions (both positive and negative) to clients portfolios. Build manager knowledge and relationships to ultimately leverage these networks for access to capacity constrained managers, co-investment opportunities. Conduct manager due diligence as needed.

Provide input to Client/Prospect Portfolio construction: Understand implications of clients spending, family enterprise and specific circumstances to model recommendations for asset allocation and portfolio construction.Provide input to investment decisions (thematic areas of focus, portfolio construction guidelines, current exposures, liquidity levels etc.)

Monitor Client Portfolios: For liquidity, sector and geographical exposures, currency, and asset class weights develop insights from this process to drive recommendations and decisions.

Projects: Lead investment related projects that have direct impact on strategic asset allocation decisions. Additionally, storyboard and lead projects related to ad-hoc client questions and requests.

Effectively communicate to clients through effective written and verbal communications: Effectively communicate recommendations to clients (and prospects) in a concise, transparent and intuitive manner that is appropriate for audiences of varying investment expertise.

Team Management: Manage a team of investment analysts including overseeing and directing workflow across the analyst team to ensure high quality deliverables.

QUALIFICATIONS

Five to ten years of investment experience with strong preference for having worked on a trading desk, at an investment manager or a capital allocator (competitor to CA)

Ability to thrive and problem solve in a fast-paced and demanding work environment

Proven ability to deliver on time with high accuracy and quality

Hard working, ability to manage multiple deadlines

Collaborative approach while commercially competitive

Active participant in learning culture (e.g. giving and receiving)

Exceptional written and verbal communication skills

Strong organizational skills. Proven ability to prioritize competing deliverables based on need and timing

Strong attention to detail ability to review, edit and ensure high quality deliverables

Able to work effectively with autonomy and collaborate effectively with integrated team

Direct client relationship experience preferred

CFA candidate preferred, but not required

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Overview

The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising.

Responsibilities

• Contribute to them AUM growth of L&Gs investment management business by introducing the firms global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies in the Midwest
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

Qualifications

• Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies
• Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 10 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets,
• index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus.
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener

Salary Range

$175,000 - $225,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicants education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include:supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview

The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising.

Overview

The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising.

Responsibilities

• Contribute to them AUM growth of L&Gs investment management business by introducing the firms global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies in the Midwest
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month
  
  

Qualifications

• Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies
• Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 10 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets,
• index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus.
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener
  
  

Salary Range

$175,000 - $25,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicants education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

Seniority level

• Seniority level Director

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Investment Management

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