At a Glance
- Tasks: Lead investment teams and manage client portfolios to achieve tailored financial goals.
- Company: Join a leading global investment firm with a strong commitment to client success.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a significant impact on clients' financial futures while developing your leadership skills.
- Qualifications: 20+ years of investment experience and exceptional communication skills required.
- Other info: Opportunity to mentor and shape the next generation of investment professionals.
The predicted salary is between 72000 - 108000 ÂŁ per year.
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultraâhigh 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, nonâdiscretionary 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.
Job Description Summary
We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. Client portfolios range in size from âŹ100 million to several billion Euros.
The investment teams function as the nonâdiscretionary or discretionary investment manager for families in multiple jurisdictions throughout Europe. They are guided by these objectives:
- Maintain high client satisfaction
- Develop the next generation of talent
The Managing Director will serve as a senior investment leader on the team, responsible for dayâtoâday oversight of investment portfolios, team management, and client engagement. Focus areas include:
- Leading client relationships (both discretionary and nonâdiscretionary) interacting directly with key decision makers
- Driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring
- Managing and developing the broader investment team
In addition to their work with existing clients, the Managing Director will partner with Global Client Solutions to pursue new client relationships. Responsibilities regarding new business development include building referral networks, partnering with business development professionals to qualify prospective clients, and leading pitches.
Responsibilities
- Lead investment team in creating and developing diversified portfolios to meet customized client objectives
- Select and evaluate investment managers for all asset classes
- Work with and present directly to clients; develop robust relationships with sophisticated clients, GPs, and centers of influence
- Develop and implement investment objectives, policies, and asset allocations for complex portfolios and trust structures
- Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
- Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement
Qualifications
- BA/BS required. An MBA or CFA strongly preferred
- Minimum of 20 years of investment experience ideally at an investment firm, a large institutional investor, or family office
- Wellâdeveloped network in the family office community
- Exceptional communication and negotiation skills with clients â ability to break down complex concepts, strong presence, careful listening, adaptability
- Deep investment acumen and capital markets experience; skilled at identifying and evaluating managers and building resilient relationships
- Commercially successful in building and retaining books of business
- Must be based in London
- Proficiency in one or more European languages preferred
Employment Details
- Seniority level: Director
- Employment type: Fullâtime
- Job function: Management and Finance
Equal Employment Opportunity Statement
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 coâworkers.
Employees of Cambridge Associates Ltd. or an affiliated firm are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for directly affiliated entities. Further professional conduct restrictions apply, but the detailed policy is available to employees and candidates upon request.
Investment Managing Director, Private Client in London employer: Cambridge Associates
Contact Detail:
Cambridge Associates Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Investment Managing Director, Private Client in London
â¨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and donât be shy about reaching out to former colleagues or mentors. Building relationships can open doors to opportunities that arenât even advertised.
â¨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes. Share specific examples of how you've managed portfolios or driven investment strategies. This will help you stand out as a knowledgeable candidate who can add real value.
â¨Prepare for Interviews
Do your homework before any interview! Understand the companyâs investment philosophy, recent performance, and key players. Prepare thoughtful questions that show your interest and insight into their operations. This will demonstrate your commitment and help you make a great impression.
â¨Apply Through Our Website
Donât forget to apply directly through our website! Itâs the best way to ensure your application gets seen by the right people. Plus, it shows youâre genuinely interested in joining our team at Cambridge Associates. Letâs make it happen!
We think you need these skills to ace Investment Managing Director, Private Client in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Investment Managing Director role. Highlight your relevant experience in managing client portfolios and your investment acumen. We want to see how your background aligns with our goals at Cambridge Associates.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your success in client engagement and investment strategy, and let us know what excites you about working with us.
Showcase Your Communication Skills: As a Managing Director, exceptional communication is key. In your application, demonstrate your ability to break down complex concepts and engage with clients. Weâre looking for someone who can connect with sophisticated clients and build strong relationships.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way to ensure your application gets into the right hands. Plus, it shows us that youâre serious about joining the Cambridge Associates team!
How to prepare for a job interview at Cambridge Associates
â¨Know Your Investment Strategies
Make sure youâre well-versed in various investment strategies and asset allocation techniques. Be prepared to discuss how you would tailor these strategies to meet the unique needs of high-net-worth clients, as this role requires a deep understanding of complex portfolios.
â¨Showcase Your Client Relationship Skills
Since this position involves direct client engagement, highlight your experience in building and maintaining strong relationships with clients. Prepare examples that demonstrate your exceptional communication and negotiation skills, especially in breaking down complex concepts for clients.
â¨Demonstrate Leadership Experience
As a Managing Director, youâll need to lead an investment team. Be ready to share your leadership style and provide examples of how youâve successfully managed teams in the past. Discuss how you foster a culture of excellence and continuous improvement within your team.
â¨Prepare for Business Development Questions
This role also involves pursuing new client relationships, so be prepared to discuss your experience in business development. Think about how youâve built referral networks and led pitches in the past, and be ready to share specific strategies that have worked for you.