Teams at Cambridge Associates

Investment Directors develop diversified portfolios, establish asset allocation strategies, evaluate investment managers and portfolio performance, and advise institutional and private clients. They conduct investment analysis, prepare recommendations and presentations, manage client relationships, support business development, and mentor analyst and associate team members across endowment, foundation, private client, retirement, insurance, and government practices.

Conduct legal and operational due diligence on hedge fund, private equity, and venture capital managers. Review fund organizational documents, summarize terms and risks, identify key provisions, coordinate with investment due diligence teams, contribute to reports and term negotiations, and prepare white papers and spreadsheets. Participate in manager assessments and meetings while supporting accurate, timely research in a collaborative hybrid environment.

Performs FP&A for shared services, including budgeting, forecasting, financial modeling, variance analysis, P&L reviews, dashboards, and executive reporting. Partners with corporate leaders to provide financial insights for expense management, scenario planning, and resource allocation. Improves reporting and forecasting processes, promotes AI-powered automation, and works with financial systems teams to optimize enterprise planning tools.