Portfolio Implementation Management Associate Director

Firm Overview Firm Overview Cambridge Associates (“CA”) is a leading global investment firm. CA’s 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 The Opportunity Cambridge Associates seeks to hire a Portfolio Implementation Management Associate Director to join our Portfolio Implementation Management Team. The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs, while acting as the central point of contact for both clients and internal teams. Additionally, our goal is to minimize the investment team’s involvement and oversight of transaction implementation, tracking, and reporting so that they can focus on making investment decisions. Our clients are served by a full-service investment team including a Chief Investment Officer (CIO), Investment Directors, and Investment Associates as well as Portfolio Implementation and Operations Analysts, who construct and manage portfolios in line with each client’s investment objectives. Portfolio Implementation Management Associate Directors work across multiple clients (with varying size and complexity). Their main responsibility is to oversee the implementation and execution of investment decisions through knowledge of institutional portfolio investments, experience managing both internal & external stakeholders, and strong organizational skills. Portfolio Implementation Management Associate Directors work with each investment team to ensure best practices are being utilized for the implementation and execution of investment decisions. Responsibilities The Portfolio Implementation Management Associate Director is a crucial part of the broader Investment Team and our Client’s experience coordinating all portfolio operations and inquiries. They act as a central point of contact for investment teams and other internal stakeholders implementing portfolio decisions and involves mentorship of more junior colleagues. Central operational point of contact for investment teams and clients Serve as a key operational resource for the investment team and provide additional support as needed including investment and client relationship management activities Serve as a main point of contact for clients and other external stakeholders on all operational matters Participate in client or prospect meetings as an operations resource, as needed Serve as main point of contact for new business onboarding, guiding the client through requirements and facilitating internal review Improve best practices for portfolio implementation including oversight of operational risk within the portfolio, working with Portfolio Implementation Management Associates to resolve issues, contributing to changes to existing processes and platforms via engagement with the Portfolio Implementation Management Group, and play a key role in the development & implementation of new initiatives Manage portfolio implementation Management of the full investment life cycle, from trade planning through to investment execution for each client portfolio Maintain clients’ portfolio monitoring and projections spreadsheets by updating portfolio positioning and future investment decisions in coordination with Portfolio Director(s) Incorporate knowledge of allocation targets and tactical tilts into rebalancing proposals, together with specific asset class sizing and trade recommendations Manage investment timing and additional portfolio & client guideline considerations to create and execute trade plans Directly engage with client contact(s), internal CA business areas, and third-party managers to ensure effective communication and implementation of investment decisions Develop and maintain custom portfolio structure exhibits for investment team and client use Implement a variety of investment strategies and products e.g., ETFs, mutual funds, futures, hedge funds, private equity & other illiquid diversifiers Portfolio monitoring, reporting, and oversight Liaise with service providers to ensure proper transaction execution and that optimal exposures to target allocations are maintained Proactively monitor portfolio liquidity and cash balances, taking into