Director, Performance and Analytics

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.

Position Summary:

Cambridge Associates is seeking an experienced Director, Composite Performance to lead and oversee the composite performance for the firm’s track records. The ideal candidate will have a deep understanding of performance calculations and GIPS standards, serving as an internal subject matter expert on selecting composites, performance and moving the firm towards adopting GIPS standards. This role requires a strategic thinker that can partner with business stakeholders and external vendors to ensure preparedness and compliance and overseeing the maintenance of all composite-related deliverables. The role can be Director or Associate Director level, based on the candidate’s qualifications.

Key Responsibilities:

Performance:

·       Oversee periodic standard and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance and related data.

·       Provide guidance and expertise on methodology for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution.

·       Drive inspection of performance anomalies and corrective actions

·       Provide day-to-day oversight and guidance on composite-related maintenance activities and manage composite-related escalations to ensure timely resolution.

·       Maintain the firm’s performance policies and procedures document and internal desktop procedures.

·       Train and mentor junior colleagues to build performance expertise within the team.

·       Develop industry insights through proactive networking, conference attendance, and independent research.

·       Assist with related special projects and vendor selection as needed

GIPS: The firm is not currently GIPS compliant but will be pursuing this in the future

·       Serve as the internal subject matter expert on GIPS standards, staying updated on changes, and partnering with business stakeholders and external vendors to ensure compliance.

·       Oversee the maintenance of the GIPS Firm and all composite-related deliverables and vendors.

·       Maintain the firm’s GIPS policies and procedures document and internal desktop procedures.

Qualifications:

·       Bachelor’s Degree in Statistics, Finance, Economics, or related field.