Investment Director - Private Clients

Employer
Cambridge Associates Asia Pte Ltd
Location
Beijing, China
Salary
Competitive
Posted
Jun 07, 2019
Closes
Jul 07, 2019
Ref
5955126
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Firm Overview:

Cambridge Associates was founded 40 years ago to assist nonprofit institutions with the investment of their endowment assets. Today, we are a Global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private clients (families) sovereign wealth funds and pension plans. The firm advises on the full range of assets and strategies, including equities, bonds, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. We monitor the performance of nearly all major institutional investment managers and conduct in depth research on those we believe have potential to add value to our clients after fees. Our clients were amongst the earliest to invest in alternative strategies such as hedge funds and private equity so we have unparalleled depth of knowledge in these areas as well as substantial committed research resources and data.

Cambridge Associates has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in eight offices located in Arlington, Beijing, Boston, Dallas, London, Menlo Park, Singapore and Sydney. Ours is a long term business with long term client relationships. Accordingly, we take great care in selecting employees with both the aptitude and the willingness to build a long term career in a collegial, hard-working and intellectually challenging team.

Position Overview:

The Investment Director will be an integral member of Cambridge Associates' Private Client Practice in Beijing.

Investment Directors in the Private Client Practice are part of a team who services more than 200 private families advising on both taxable and charitable assets. Our clients range in asset size from under $100 million to more than $10 billion and are located in over 35 countries worldwide. Investment Directors work with colleagues to help clients meet or exceed their investment objectives. Investment Directors focus on specific tasks related to the management of client assets.

These Investment Directors assist our clients with investment objectives, asset allocation structures, investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring. The results of our Investment Directors' analyses are a set of specific options and recommendations designed to enhance the long-term investment performance of our clients' portfolios. Investment Directors work directly with client investment committees or family office staff. Investment Directors oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, developing presentation materials, and presenting recommendations directly to family members or principals in a family office.

Investment Directors in the Beijing office spend a significant amount of their time assessing investment opportunities in alternative assets. This includes meeting with managers presenting in our offices, visiting managers in their offices (either with or without clients present), attending annual meetings, and attending managers' presentations to clients, all in close coordination with the firm's Research staff. Investment directors will also partner with colleagues in the US and Europe to build global portfolios to meet the investment objectives of our Asia-based clients.

In addition to their work with existing clients, Investment Directors partner with Global Business Development and the Private Client Practice leadership team to pursue new client relationships. Investment Director Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, building presentation materials and making presentations alongside team members.

Job Responsibilities:

• Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs of client
• Conduct analyses, prepare materials and direct clients on investment and financial issues
• Work with and present directly to clients; develop relationships with clients and outside advisors
• Select and evaluate investment managers for virtually all asset classes, with a particular focus on private investments (venture capital, private equity, fund-of-funds, secondary funds, infrastructure, hard assets, and private credit)
• Develop and implement investment objectives, policies, and asset allocations for complex trust structures
• Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
• Willing to travel within Mainland China, Hong Kong, and the US, as needed.

Qualifications

• BA/BS required. An MBA or CFA strongly preferred
• 3-5 years investment experience, including graduate course work focused on the capital markets
• Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor or family office.
• Demonstrated analytical skills
• Excellent oral and written communication skills
• Fluent in Mandarin & English
• An ability to work independently and in teams

People who work at Cambridge Associates will always cite our collaborative culture and intellectually stimulating environment as some of the reasons they joined the firm. It is also an innovative, high-performing commercially focused firm where clients come first. As a Cambridge Associates employee the internal team dynamics, the training programme, and the continuous knowledge sharing ensures you will receive all the support you need to maximize your contributions and development. You will receive a competitive salary and reward package, as well as work for an organization that serves many mission related institutions.