Director of Private Wealth Planning and Strategy

As CA's Private Client Practice has grown over the years, so too has the need for strong internal resources in the structuring, regulatory and tax matters that are applicable to private clients and their investments. The Director of Private Wealth Planning and Strategy will work closely with our Head of Private Wealth Strategy and Planning to recommend and disseminate structuring and tax strategy knowledge with respect to investing on behalf of private clients., · Generally, in conjunction with the Head of Private Client Wealth Strategy and Planning, 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 structuring, tax (including income tax, transfer tax, and international/cross-border tax), securities regulation, investment vehicle selection, and compliance

· Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to CA clients across Europe (including but not limited to: Austria, Belgium, Channel Islands, Germany, Italy, Luxembourg, the Netherlands, Switzerland, UK)

· Partner with investment teams and others to ensure thorough understanding of tax, vehicle, regulatory and similar considerations when onboarding and serving new and existing clients

· Provide education to clients and their advisors on the potential benefits and challenges of various investment vehicles to support alignment with CA guided portfolios which typically include substantive allocations to illiquid strategies (private equity, venture capital, private credit, real assets, hedge funds etc.)

· Partner with research teams and others to obtain, summarize, and disseminate helpful tax, vehicle and regulatory information regarding specific investment strategies, managers, and funds

· Support the development of publications and other client-ready materials outlining CA's perspective on tax and similar matters impacting private clients and their investments, as well as client and other external presentations

· 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 including attending and presenting at external conferences

· At least 5 years 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) or in investment, trust services or fund operations with experience supporting AIF or related structures, 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
  
  Cambridge Associates believes our clients come first.


Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

OUR PEOPLE

Cambridge Associates believes we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.

But enough about us. Tell us about YOU

o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?

o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?

o Do you strive to work in an environment that encourages innovation and teamwork?

o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?

o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?, Employees of Cambridge Associates Ltd or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd.

Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates, Ltd or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd.

Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates, Ltd.

o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?