Cambridge Associates Inc
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Director, Tax Strategy
at Cambridge Associates Inc
Cambridge Associates is a privately held independent investment firm founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide independent portfolio management services to over 900 clients including nonprofit institutions, private clients (families), and pension plans.
We have been advising private clients for more than 30 years and currently work with over 200 families and ultra-high-net-worth individuals. We understand each family’s unique situation, objectives, spending needs, and goals and build and manage an investment portfolio that achieves their return objectives with the appropriate level of risk. We do not sell any proprietary investment products. We advise and invest in all asset categories, including equities, bonds, non-US investments, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. The Private Client Practice has been a very successful part of Cambridge Associates and has in large part grown organically through referrals.
Firm wide, we have a professional staff of more than 1,100 employees including over 500 investment directors, investment associates, and research professionals across 10 global offices located in Arlington (VA), Beijing, Boston, Dallas, London, Menlo Park, New York, San Francisco, Singapore, and Sydney. We select our colleagues with great attention to their potential to become a valuable member of a collegial, intelligent, and hard-working team.
Investment Director, Tax Strategy
As C|A’s Private Client Practice has grown over the years, so too has the need for strong internal resources in the tax and regulatory matters that are applicable to private clients and their investments. The Director of Tax Strategy will work closely with our Managing Director, Tax Strategy to recommend and disseminate tax-related strategy and knowledge with respect to investing on behalf of private clients.
Generally, in conjunction with the Managing Director, Tax Strategy, work with investment teams, as well as colleagues in Research, Business Development, Legal, and Operations, to serve as an internal and external resource in matters relating to tax (including income tax, transfer tax, and international/cross-border tax), securities regulation, investment vehicle selection, and compliance
Partner with investment teams and others to ensure thorough understanding of tax, vehicle, and similar considerations when onboarding and serving new and existing clients
Partner with research teams and others to obtain, summarize, and disseminate helpful tax and vehicle information regarding specific investment strategies, managers, and funds
Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to C|A clients (including outside the U.S., as needed for regions of business growth), as well as updates, databases, quantitative analyses, research content, and other resources for internal and external use
Support the development of publications and other client-ready materials outlining C|A’s perspective on tax and similar matters impacting private clients and their investments, as well as internal materials and presentations for colleagues
In conjunction with investment teams and others, serve as an external resource for clients and their advisors, as circumstances and client needs warrant, and participate in business development efforts
J.D. with at least three to five years of experience as a tax, investment, securities, and/or funds attorney (or as an attorney in trusts and estates or other fields, but with substantial exposure to tax, investment, securities, or fund matters), plus strong ability to acquire and develop additional knowledge and expertise in these areas and in investment areas, as needed
Ability to work, communicate, and interact with colleagues and external contacts in an effective and professional manner
Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision
Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs
Strong writing and research skills and attention to detail
Demonstrated problem solving, analytical, and organizational skills
- Candidate must commit to passing the Series 3 exam within the first three months of employment
- Must be eligible to work in the US without employer sponsorship
This position will be in Global Investment Services and will not be situated within the Legal Department or providing legal or tax advice.