Professional Development & Training
New Investment Directors from every office participate in a two week orientation program in Boston that introduces them to the firm’s groups, clients and culture. Throughout the first four years of employment there is also continuing curriculum on topics including technical investment content, communications coaching, and leadership skills.
Additionally, much of the training happens on-the-job. New Investment Directors are assigned an advisor to assist with on-the-job training and to provide guidance. Once a year CA holds an Investment Director conference, where directors from all offices gather offsite for several days to discuss important investment, client, and firm issues.
Lastly, all employees are formally evaluated as part of the firm’s semi-annual Performance Review Process, which includes input from peers and managers.
The CA Experience
We hire people with a range of interests and strengths to promote independent thinking and discourse. Our formal training curriculum grounds all of our Investment Directors in our fundamental philosophies and fiduciary responsibilities. We are a learning organization. That means we bring innovative thinking to the work we do for you. And we’re better able to respond to your changing needs because our people are constantly evaluating the changing environment. As part of a team, Investment Directors will work with clients to develop appropriate financial and investment goals, investment policies, investment manager structures, and investment manager selection. Investment Directors will lead teams in creating and developing diversified portfolios. They will also interact directly with the investment committees, finance executives and chief investment officers of our clients.
Who We Hire
Key traits we hope candidates will embody include passion for the markets, curiosity and creativity to tackle investment challenges, eagerness to work with clients and colleagues, clear communication skills, and respect for the firm’s values.
Senior positions come with an attractive financial package including performance based short and long term incentives.
Day in the Life at CA
There really is no “typical” day at CA. Challenges and projects we undertake on a regular basis cover everything from (and in no particular order):
- Formulating investment recommendations
- Meeting with investment managers
- Fielding client questions
- Presenting to investment committees
- Writing position papers
- Researching investment topics
- Reviewing materials by associate team members
- Marketing Cambridge to prospective clients