Senior Director Tax Awareness

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 www.cambridgeassociates.com.

Job Description Summary:

seeking a Senior Investment Director in Global Investment Research, to help build and scale the firm’s tax-aware investment capabilities for private clients and family offices. Sitting at the intersection of manager research, investment strategy, portfolio implementation, and client-facing content, this role will bring a tax lens to manager and product evaluation, taxable portfolio strategy, and investment communications. The Senior Investment Director will help strengthen the firm’s approach to tax-aware products and strategies and advance a more proactive and strategic capability for serving taxable investors.

Job Description:

Cambridge Associates is seeking a Senior Investment Director in Global Investment Research, to help build and scale the firm’s tax-aware investment capabilities for private clients and family offices. Sitting at the intersection of manager research, investment strategy, portfolio implementation, and client-facing content, this role will bring a tax lens to manager and product evaluation, taxable portfolio strategy, and investment communications. The Senior Investment Director will help strengthen the firm’s approach to tax-aware products and strategies and advance a more proactive and strategic capability for serving taxable investors.

 

Key Responsibilities

• Lead the continued development of Cambridge Associates’ tax-aware investing capability, including priorities, frameworks, and practical operating approaches.
• Incorporate tax considerations into manager research, product evaluation, and due diligence processes, with a focus on taxable investor applicability.
• Continue to refine and build frameworks for assessing tax-efficient strategies, vehicles, and implementation approaches.
• Help shape the data, reporting, and monitoring capabilities needed to support tax-sensitive investment oversight and decision-making.
• Develop clear, commercially relevant investment content and communications related to tax-aware investing for internal and client-facing audiences.
• Serve as a cross-functional partner to align perspectives and strengthen the firm’s approach to taxable investors, comfortably operating in a build phase, shaping frameworks and processes, and working across teams.
• Help develop structured, scalable research workflows that support consistent analysis, including appropriate use of AI-enabled tools and professional review.
• Partner collaboratively with Global Investment Research, Private Wealth Strategies (including Tax Strategy), Investment Strategy, and Private Client teams to achieve the objectives of this role.

 

Success in the Role

• Supporting and increasing the firm’s existing expertise and ability to evaluate, recommend, and monitor tax-efficient managers and strategies.
• Strengthening the firm’s tax-aware frameworks for manager research and product evaluation.
• Enhancing the continued integration of tax considerations into taxable portfolio implementation.
• Producing differentiated, client-relevant content on taxable investment topics.
• Helping the firm continue to grow its tax-aware investment capabilities and resources in proactive and scalable directions.

 

Qualifications

• 8-10 years of relevant investment experience
• Deep interest in tax-aware investing, taxable portfolio construction, and tax-sensitive manager evaluation.
• ·Experience in manager research, taxable portfolio advice, or a related field.
• Strong communication skills, collaboration, and credibility with senior investment professionals and private clients will be important.
• Demonstrated qualitative and quantitative analytical skills.
• Ability to prioritize multiple requests for information while ensuring integrity, accuracy, completeness, and timeliness of work.

Base salary range for this role:

Pay Range Minimum:

181500

Pay Range Maximum:

246800

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.