Investment Director - Secondaries Transactions

Cambridge Associates LLC Menlo Park , CA 94025

Posted 3 months ago

Firm Overview

Cambridge Associates is a leading global investment firm. We work with institutional investors to build and manage portfolios customized to their specific objectives and risk tolerances. For more than 40 years, we have provided innovative solutions to portfolio management, helping to shape best practices for the world's most sophisticated institutional investors. We have always been motivated solely by our clients' interests, actively avoiding conflicts to ensure that the advice we give our clients is based only on what is best for their portfolios.

Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment advisors and an extensive research platform to support them. With more than 1,200 employees in eleven locations around the globe, we are constantly looking to discover new ideas for our clients' portfolios. This extensive network helps us to identify and access the best global investment opportunities all over the world.

Position Overview

As part of a highly collaborative global team, the Investment Director's primary responsibility will be to source, analyze, and disseminate information regarding all aspects of secondary transactions and secondary fund investments, strategies, and managers for implementation in client portfolios.

Job Responsibilities

  • Serve as a key resource on C|A's Private Investments team regarding secondaries opportunities. In collaboration with colleagues, originate, analyze, and recommend secondaries transactions. Contribute to house opinions on secondaries managers and markets through ongoing qualitative and quantitative research and analysis.

  • Analyze secondaries managers in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.

  • Source new secondaries investment opportunities, and evaluate and monitor investment opportunities. Lead meetings with general partners, portfolio managers, and other senior personnel.

  • Complete written research utilized by our clients and colleagues to support investment decisions. This includes concise commentaries summarizing meetings, in depth investment recommendation memos, due diligence reports, and other periodic research exploring current topics of interest in the secondaries industry.

  • Lead reference calls with industry participants.

  • Monitor market trends and contribute to periodic market updates.

  • Serve as a resource to colleagues seeking current information on secondaries investment opportunities, including data and analysis, comparisons across managers.

  • Provide input to colleagues, clients and industry when required.

Qualifications

  • MBA or CFA strongly preferred

  • A minimum of 5 years relevant private equity investment experience and familiarity with secondaries

  • Experience sourcing, evaluating, and transacting on secondary private equity transactions

  • Demonstrated analytical skills and strong written and oral communication skills

  • Experience performing complex financial analysis, modeling, and company valuations, including discounted cash flow and comparable company analyses

  • Ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

  • Demonstrated relationship-building skills

  • Ability to work independently and under time constraints

This position would ideally be based in Menlo Park or San Francisco, but could be in Boston

Cambridge Associates is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Investment Banking Executive Assistant Menlo Park CA

Morgan Stanley

Posted 2 weeks ago

VIEW JOBS 10/8/2019 12:00:00 AM 2020-01-06T00:00 The Executive Administrative Assistant will be responsible for performing an array of administrative functions requiring confidentiality, initiative, and sound decision making for the executive and his team of managers. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, booking travel arrangements, and scheduling meetings. You may also train other administrative staff and provide administrative direction for the team of assistants within this business unit. Additionally, the ability to interact with staff (at all levels) in a fast paced environment, remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism is crucial to this role. You should demonstrate experience in developing relationships in a highly-matrixed organization as well as experience in handling the administrative and executive support related tasks with minimal supervision. You will need to adapt procedures, processes, and techniques to the completion of assignments and in line with the department's activities and goals. * High level of professionalism * Team Player * Being able to multi-task and prioritize * Minimum of 2 years' experience supporting multiple teams in fast paced environment * Experience in calendar management * Adaptable team player * Good problem-solving ability * Strong working experience with Microsoft Word, Excel and PowerPoint, including table creation, mail merges and basic formatting * Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar) * Effective interpersonal skills * Excellent telephone etiquette * Superior oral and written communication skills * Tact and good judgment in confidential situations and proven experience interacting with senior management * Ability to adapt procedures, processes and techniques to the completion of assignments Morgan Stanley Menlo Park CA

Investment Director - Secondaries Transactions

Cambridge Associates LLC